Experience: Your Outsourced CFO, Ligne Roset, American Pavers, Kronosport Inc, Prudential Securities (Currently Wells Fargo)
Roles: CFO, CAO, Financial and Business Development Manager, Financial Advisor
Education: International M.B.A. – Fox School of Business at Temple University
B.A. Biology & Finance – The George Washington University
Jeff’s experience in financial and operational business development renders him as a leading expert in the field of small business management. As one of our partners, Jeff looks to use his 20 years of financial experience to help companies be proactive and intuitive with monthly and yearly management of financial processes.
Jeff is owner and founder of Your Outsourced CFO, a firm that specializes in outsourced CFO strategies for growing small businesses. Previously, he has been noted as a leading figure in a multi-million dollar acquisition of a Ligne Roset furniture dealer network in NYC in 2010. Prior to his role at Ligne Roset, he was responsible for the financial strategy and business development with two other companies, American Pavers in the construction industry and Kronosport in the renewable energy space. He started his career at Prudential Securities as a Financial Advisor.
Jeff is a strong believer that developments in technology have allowed businesses to elevate their competitiveness within their niche market. He is a certified services provider of the Intacct cloud based accounting platform, a certified user of QuickBooks, and a Sage Financial Profit Cents user.
Most recently Jeff was elected as Treasurer to the Fox School of Business on the Temple Alumni Board.