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Other CFO
Other CFO
New mentor!
Member since 2024
About the mentor
  • Current and prior CFO at start-up businesses achieving $20MM+ in gross revenues within first 3 years. 
  • Prior executive at non-profit credit fund focused on economic development financing through non-traditional lending products. 
  • Credit administration leader for super regional bank's portfolio in a Southeastern state ($3+ billion commercial portfolio). 
  • Experienced in all aspects of commercial banking from sales management, underwriting/portfolio management, credit operations.
  • Experienced in multiple types of credit such as corporate banking, public finance, SBA lending, higher education and non-profit lending, and asset resolution.
  • Highly knowledgeable in organizational change management and process improvement.
  • Top graduate from an industry-leading financial leadership development program at one of the biggest regional banks in the Southeast.
Expertise
  • Commercial Banking
  • Non-profit
  • Risk Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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