Fred Woolf, MBA
Senior Consultant – Derivatives, Risk & Compliance Salt Lake City Metro Area Experience August 2016 – Present (7 months) Provo, Utah All aspects of Derivatives Operations including negotiating ISDA Masters. Contractor/Consultant MUFG Union Bank, N.A. and The Bank of Tokyo-Mitsubishi UFJ, Ltd. May 2013 – August 2016 (3 years 4 months)Atlanta, Georgia and Provo, Utah […]
Dean J. Lore, MBA
Senior Consultant – Strategic Financial Planning & Analysis, M&A and Deal Modeling Dean Lore is a highly analytical and creative senior executive with 20+ years of progressive Finance and Accounting leadership experience directing critical financial and operational initiatives and providing consultation to executive management. As a strategic thinker and resourceful problem solver, he possesses an […]
Corey Holm, MBA
Senior Consultant – Healthcare Services Summary Skilled healthcare finance executive with 25+ years experience in hospital and healthcare supply chain finance. My skills include: hospital financial management, healthcare supply chain, recruit and train staff, relationship building, Microsoft Office programs including Excel, financial reporting Experience CFO Consultant Tradewind Financial Dec 2016 – Present St George, Utah – […]
Paul C. McDonnel, MAcc, CEO, CFO, COO
Senior Consultant, C-Suite Functions Summary Financial and operations officer experienced in leading and motivating teams in rapidly changing public and private business environments. Developed a reputation of high performance, technical expertise, curiosity, mentorship, integrity and accuracy in financial reporting, operational analysis, guidance and sales and marketing in multiple organizations. A team player, instrumental in the […]
Yan Purba
CEO, CTO, CIO Advisor and Entrepreneur Yan began his career in life sciences and medical device manufacturing with Edwards Lifesciences. Establishing and improving regulated systems for global design, engineering, manufacturing and supply chain across 10+ countries was achieved by Yan and team within his 13 year tenure. He quickly advanced the Information Technology leadership ranks […]
Aud H Milne, MBA, CPA
Senior Consultant – Tax and Financial Reporting Aud is an experienced Certified Public Accountant who has worked in the industry since 1995. She specializes in consulting and write-up work for small- to medium-sized businesses and tax preparation services for S corporations, partnerships, and individuals. Aud earned an associate degree from Bedriftsøkonomisk Institutt or the Norwegian […]
Ted E. Lloyd, MBA
Senior Consultant – Software, Retail & Acquisitions Experience SENIOR CONSULTANT Shaw Systems, Houston TX, Richmond VA 2016 – Present Shaw Systems develops loan software for North American banks and financial institutions, providing software for seven out of the ten largest US banks. Working with the client’s top management, analyze and strategize complete replacement of current […]
BJ Mendenhall, CFO, CPA
Senior Consultant – M&A, Raising Capital, Systems & Procedures Consulting Chief Financial Officer – M&A, Raising Capital, Systems & Procedures, repairing your financial reporting to become an effective tool for management and investors —- Investor Relations, SEC Reporting, Growth BJ Mendenhall graduated from Brigham Young University’s School of Accountancy in 1983 and is a Utah […]
Al VanLeeuwen, MAcc, CPA
Senior Consultant – Acquisitions, Divestitures, IoT, SaaS, Manufacturing Operations, Financing, Strategy Al VanLeeuwen graduated Cum Laude with a masters degree in accountancy from Brigham Young University in 1982 and has been a CPA since 1983. He began his career with Deloitte & Touche where he worked for nine years and served clients not only as […]
Jeffrey D. Canning, CPA/MBA
Senior Consultant, CFO Financial Services FINANCE EXECUTIVE A goal-driven and meticulous financial executive possessing the natural business acumen for financial leadership that enhances productivity and drives sustained organizational performance using performance management practices in the areas of analysis, budgeting and forecasting, financial statement preparation, internal controls, operations, reporting, administration and risk management. Strong communication and […]
