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CFO/CEO within Financial Services/Insurance Sectors


Adam – CFO/CEO within Financial Services/Insurance sectors

  • CPA with over 20 years Financial Services and Insurance experience
  • Exceptional career sparked with consistent promotions into C-Level roles
  • Promoted to CEO role after serving in CFO role – interested in any executive level roles
  • Have held various roles such as President, CFO, Controller, SEC Reporting; public accounting experience
  • Specific experience over career includes:
    • Board Meetings
    • Strategic Planning
    • Strong Banking Relationships
    • Debt Offerings
    • Contract negotiation
    • Oversight of Finance & Accounting, Treasury, IT, HR, Sales function