Leo has 30+ years of broad based financial, operational and general management experience providing privately held companies with timely strategic and managerial advice on critical business decisions and challenges across all facets of a business. He has a strong background in financial planning, cash management, profit improvement, transition planning and M&;A initiatives, and transforming data into information so companies have the information they need to make decisions they can rely on... SEE MORE
He has been a Partner at B2B CFO® for 11 years, and had nearly 20 years of W-2 experience in private and multinational companies in such capacities such as President and CEO; CEO, CFO, COO, EVP of Finance and Operations and VP of Finance.
Leo is decisive and brings passion, energy and enthusiasm to a business. He is a problem solver, an effective communicator to all levels of a business through his direct and honest communication style, is equally effective working "hands on" with the staff or strategically with the owners, is trusted by those that he works for and with and those that he leads due to his confidence and positive attitude exhibited during the most turbulent of times.
Leo's broad experience helped build his generalist and creative approach to companies and problems. He has worked in manufacturing, distribution,, medical products, value added reseller hardware and software, distribution, software, professional services, marketing automation and agencies, construction, HVAC services, hardware, instrumentation products for the pharmaceutical industry, promotional product distribution, staffing, exit planning and sand and gravel industries. He has provided leadershp and advisory services at several stage companies: high growth, steady state, turnaround, restructuring and closing.
Leo is a "people person," "thinks out of the box" and is a dedicated and responsive financial/operations executive with a proven record of success. He provides leadership, a strong work ethic, a high level of integrity, balances strategic planning and execution initiatives, is analytical in nature and strives to understand "the story behind the numbers." He also improves financial and operational processes, fosters collaboration and teamwork and challenges and empowers others to focus on the most important strategic and functional goals and implements measuring systems and reporting to "keep score."
Leo has a BS in Business (Accounting) from U-Mass Lowell and an MBA from Suffolk University. He and his wife Gail have been married for 38+ years and live in Westborough, MA. They have two daughters and one son, three grandchildren and one in the oven. Leo has a life long passion for high school, college and professional sports, coached basketball, softball and baseball travel teams for his three children while they were growing-up and served as a member of the Recreation Commission, President of the Travel Basketball League, President of the of the Girls Softball program and was a member of the Little League Board. He also coached boys basketball at the high school recreation level and has done color commentary for the high school boys and girls basketball teams.