California CFOs
William C. Balbach
Escondido, CA
Bill has over 30 years experience in the Accounting, Financial Management and Operations of small to mid-sized privately held companies. He has spent the last 22 years serving in the capacity of Chief Financial Officer and Chief Operations officer for several different companies. Bill brings vast and valuable knowledge of the construction and building industries to the table as he has spent his entire career working in that environment. Whether it be as a general contractor, sub-contractor, cons...
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Tony Balistreri
Santa Cruz, CA
Tony has over 25 years of combined experience in public accounting and private industry. He has served as a member of the Board of Directors as well as held the position of CFO for companies in a variety of industries. Tony’s industry experience includes food processing, manufacturing, distribution, healthcare, software, pharmaceutical, real estate, construction, and property management and development. He takes great satisfaction in helping the companies he works with succeed, whether tha...
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James E. Bateman
Long Beach, CA
Jim has over 25 years experience in financial and operations management covering a broad spectrum of industries and ownership structures in both international and domestic markets. Focusing on the fundamentals of aggressive cash management, sound management information and customer service, Jim has a proven track record of helping companies define and achieve their goals. From developing best practices in credit and collection to structuring and negotiating contracts, bank lines, leases and cont...
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Grant Brisacher
Encinitas, CA
Grant has over 27 years of broad-based financial and business knowledge working primarily with small and mid-sized companies. His multifaceted background in both public and private accounting provides a unique and balanced business approach. Grant's specific industry experience includes manufacturing and distribution, consumer based products, software development, interactive web development, professional service firms, government contracting and general contracting. Grant's diverse industry ex...
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Anthony P. Broad
La Jolla, CA
Anthony has over 26 years experience with companies ranging from start-up to Fortune 500. His career has been primarily focused in life sciences and biotechnology, along with positions in the petroleum industry, food processing and finance. His undergraduate education in engineering, along with a practical, common-sense approach to business, gives him the ability to "speak the language" with scientists and engineers and makes him a great addition to the management team of technical organizations...
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Shane Campbell
Petaluma, CA
Shane enjoys meeting the challenges of start-up companies, having helped several companies obtain debt and equity financing, enabling the company to commence or ramp up operations.
He also assists the CEO's of later-stage companies in the pursuit of higher profits, better cash flows, and increased focus on working on their business instead of working in their business. Since joining B2B CFO® in 2004, Shane has served as a trusted business advisor to over 40 companies in various industries s...
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Alan Campbell
San Jose, CA
Alan has over 30 years of broad-based financial and operational experience. He is a versatile, results-oriented senior executive with proven entrepreneurial skills and Fortune 100 training and experience. Residing in the Silicon Valley for the past twenty-five years, he has over 20 years of experience at the CFO, COO and Controller level in a variety of industries, including computer hardware and services, high-tech manufacturing, telecommunications, distribution and insurance. In addition to ha...
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James K. Cooper
San Diego, CA
Jim has over 28 years of broad-based experience in accounting, finance, sales, and operations management of small to medium sized privately held businesses. He is a hands-on, versatile, and results orientated senior executive with a proven, broad ranging entrepreneurial skill set, honed over 28 year of experience in public accounting, investment banking, and entrepreneurial business operations/financial management.Jim is anything but a bean counter. His background in operations, finance, sales, ...
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Lynn Fetterman
Naples, FL
Lynn is an accomplished, energetic executive with over 35 years experience as a CFO, COO, General Manager, Controller and Auditor. He has worked in companies with revenues ranging from $20 million to over a billion. His background includes a blend of large/small public, international, private, family owned and small fast growing entrepreneurial companies. Lynn’s industry experience includes consumer products, healthcare, chemicals, pharmaceutical, transportation, and office equipment. He ha...
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Mike Foos
El Dorado Hills, CA
Michael has over 20 years of financial and accounting experience within various public and private organizations. In the last 10 years, he has held positions of Chief Accounting Officer and Corporate Controller and has overseen accounting, tax and IT functions. As a founding member and officer of a rapidly growing solid waste company, he oversaw revenue growth from $30 Million to over $500 Million in seven years.Michael has been actively involved in over 100 acquisitions of privately held compan...
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Rob Frasier
Yorba Linda, CA
Rob has over 25 years of financial and operations experience serving as CFO, Controller, V.P. of Operations and Financial Advisor for small to mid-size companies. He has extensive experience working with privately held companies facing rapid growth, expansion, restructuring and cash flow challenges.
Rob has worked in manufacturing, distribution, wholesales, retail, service, medical device, cellular, agricultural, publishing, consulting, aerospace, medical aesthetics and other specialty industr...
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David Frazier
Sacramento, CA
David has over 34 years experience in financial management and operations, ranging from executive positions with worldwide firms to owning and operating a small business. He has served as Chief Financial Officer and Chief Operating Officer for nationwide companies, followed by several years owning a commercial construction company. David recently sold his company after dramatically improving the value of the company by cash management and operating strategies. He has knowledge of a wide variety ...
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Charles Gibson
Santa Clara, CA
Charles brings a unique breadth of diverse experience having held executive positions in finance and operations in a variety of international firms spanning several industries. These industries include private equity real estate and venture investing, telecommunications, multi-media educational publishing, semiconductors, personal computing, consumer electronics, maritime shipping, and offshore oil drilling.He has high tech venture experience as both an investment manager and within startup comp...
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Robert M. Glickman
Camarillo, CA
Bob is a senior level financial executive with over 30 years experience as a CFO, controller, and treasurer for both private and public organizations. He has worked with a broad range of companies including retail, direct mail, catalog, internet, distribution, hospitality, property management and non-profit organizations. His high energy, enthusiasm and passion for the CFO role enables him to quickly evaluate and solve problems that support the operational goals of the company. He understands th...
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Rod Granger
Ventura, CA
Rod brings to his companies more than 30 years of broad based financial experience, as a bank commercial loan officer, credit analyst, Big 4 CPA (KPMG), and 20 years of operating and financial management as a Controller/CFO/COO in private industry. The industries have included production manufacturing, direct marketing, intermodal transportation, petroleum distribution, and assisted living. As a lender he worked with high tech firms, manufacturing, mutual funds, retail, timber, and restaurant ch...
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Donald C. Lightbody
San Jose, CA
Don is an experienced financial executive with 30 years of successful and practical management of finance, accounting, information technology, human resources and administration for privately held companies. As an owner-executive, he's been actively involved in operations, business acquisitions, quality systems and technology. He has served as secretary and member of the Board of Directors and managed the company's retirement plans (Profit Sharing, ESOP and 401K). Don brings a high integrity, hi...
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Thomas J. Martini
Murrieta, CA
Tom has three decades of senior financial management experience working with both public and private companies ranging in size from small entrepreneurial companies to public companies with over $700 million in revenues. He has served as Chief Financial Officer, Vice President and Treasurer and Controller for both private companies and public companies listed on the Over the Counter, NASDAQ and NYSE exchanges. Tom has managed during periods of rapid growth and through significant downturns. He ha...
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Douglas McCorkle
Sebastopol, CA
Doug has over 28 years of CFO/Controller experience with small to medium size companies. He has worked for both privately held and public companies. He has demonstrated success at growing revenues, streamlining costs and creating efficiencies. He has experience and expertise in brand building, financial reporting, profitability planning and analysis, cash flow, systems and process implementation as well as serving as change agent.Most recently before joining B2B CFO® in 2005 he was CFO and o...
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David C. McLellan
Chula Vista, CA
David has over 28 years of experience as a problem solver for closely held businesses. First in Public Accounting as a CPA and further broadened with a Master's in Business Administration then seasoned as a dynamic, hands-on controller and CFO in the private sector. Focused on Small to Mid size companies he has start-up, rapid expansion, restructuring, and exit strategy experience. Although able to work in any industry, David has specific experience in Service, Technology, Telecommunication, Con...
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Tom Menik
La Canada, CA
Tom has over 20 years of accounting, auditing, and operations experience as a CFO, Controller, COO, and Auditor for businesses ranging from start up to $250 million dollar organizations. A California native for over 40 years, Tom has worked in a variety of industries including distribution, transportation, manufacturing, direct marketing, retail, food service, and contract services. He has been responsible for establishing and maintaining banking relations, numerous M & A transactions, accou...
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Jim Oliver
Orange, CA
Jim has over twenty-five years of diversified business management, finance and accounting experience as a CFO and Controller. Jim has served companies ranging in size from small family owned to operating divisions of "Fortune 100" companies. His experience encompasses a wide range of industries, various levels of product technology and in both domestic and international markets. Jim has provided profitability and cash flow improvement consulting for the prominent private equity firm of the forme...
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Anil Sharma
Los Angeles, CA
Anil has over 20 years of finance, strategic planning, and operations experience serving as a President, CEO, CFO, and Controller for businesses ranging from start-ups to multi-billion dollar conglomerates. Whether reconstituting & revamping companies in decline or advising thriving firms on how to best strategize their continued growth, Anil has acquired extensive experience dealing with financial operations, business development & general management, M&A, restructurings and due diligen...
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Greg Simmons
Irvine, CA
Greg has 25 years of financial management and operational experience as a CFO for businesses ranging from closely held start-ups to venture backed organizations. A native of Southern California, Greg has worked in a variety of industries including home infusion therapy, physician practice management, medical device manufacturing, clothing/apparel manufacturing and distribution, screen printing, trucking/distribution, engineering support services, and telecommunications. Greg considers himself a ...
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Elizabeth J. Stoller
Denver, CO
Elizabeth has over 20 years of diversified financial experience from companies ranging in size from start ups to multinational Fortune 100 companies including Northwest Airlines, Bristol-Myers Squibb, Western Union and Diageo. With this background, Elizabeth brings the large company CFO skill set to small businesses. Elizabeth works with business owners to provide insight on how business decisions impact profitability and cash flow, and help develop plans for profitable growth. Elizabeth's exper...
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Robert Wabler
Newport Beach, CA
Prior to joining B2B CFO®, Bob was the President of a medical device distributon company. There he led a turnaround to profitability from a net operating loss of $7.0 million to a net operating profit in excess of $23.0 million. During the same time, revenues increased from $72.0 million to $207.0 million. Bob specializes in enhancing corporate profitability and cash flows. He utilizes proven strategies designed to improve a company's cash flow, sales, earnings and profitability. These ...
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