Franklin, NC CFO
35 Years of Experience
As an engaged executive and entrepreneur, Jerry’s passion is to lead people and organizations to improve their status quo thereby accomplishing their visions and goals. His belief is that endorsement and implementation of a focused strategic business cycle contributes to the primary success of any organization. Help them formulate dreams, draft what it looks like, develop a strategic plan, build the goals, create action and execution, accurately measure results and then have an audacious celebration around the successes. Jerry shares and engages the knowledge he gained in large corporations like Lockheed/Martin and Allied Signal, Duracell and One Call Medical. In addition, he incorporates his experience personally as an owner and entrepreneur in the IT, Hospitality and Insurance industries. His desire is that this knowledge and experience will contribute to the positive success and elimination of barriers to those successes for organizations and their people. Jerry is still developing his skills and enjoys coaching, teaching and training key personnel on organizational culture, values implementation and behavioral understanding. He states, “the problems may be found in the numbers, but the solutions are in the people.”
Jerry’s diverse background, that he freely gives to others, includes Board room and Private Equity Group participation and expertise. He likes to employ an exciting track record in Mergers and Acquisitions(M&A), Exit Strategy, Financial Analysis and Accounting, Sales and Marketing, Budgets and Forecasting. Industries he has served are Transportation, Aerospace, Workers Compensation Insurance/Services, IT/Web/Internet, Real Estate, Hospitality, Restaurants and Event Planning.
As an example of energized strategic teamwork, Jerry was asked to become CFO/CIO and ultimately part owner of a company in the Workers Compensation Insurance Services industry where he teamed with a group of executives to become the 35th fastest growing company in America according to INC 500/5000 magazine.
He acquired his BS in Finance at the University of Central Florida and earned an MBA at Jacksonville State University. As a Certified Microsoft Professional, along with other certifications in the IT Industry, Jerry has helped develop some of the most strategic systems and processes to take organizations to the next level of growth. He utilizes his certification as a Executive Business Coach to challenge his teammates to think, grow, move towards their goals.
In his spare time, he enjoys flying, skiing, tennis and golf. Enjoying time with Family is high on his priority list. He aspires to finalize his first book entitled “The Balance Sheet of Life” where he explains how we need balance and margin in our lives to be effective and inspirational.