David Lewis
Chief Executive Officer
David Lewis has been the CEO or founding partner of 5 companies, one a 600-person family business, three successful startups in the areas of executive search, consulting, and financial project execution, as well as a venture capital backed software development firm. His last startup scaled to a 300-person consulting and executive services firm in seven and a half years. During his tenure, the firm worked with companies ranging from Fortune 500 companies to venture backed startups. He has deep functional expertise in creation and implementation of accountability systems, planning, finance, talent acquisition and development, and key executive coaching. David holds Bachelors and Masters degrees in Economics from Georgetown University in Washington DC.
Kelly Patchett
Chief Operating Officer
Kelly has focused her career on driving company growth and enterprise value through Operations, Talent Acquisition Strategy, Human Capital Development and Process Improvement. She has been the founding member of 3 consulting firms, architecting and managing the initial setup and ongoing development of multiple areas of the business. Kelly has led a variety of special project initiatives in the areas of training and learning programs, compensation and incentive plan development, benchmarking, systems implementation, sales and marketing initiatives, and process re-engineering. In her current capacity, Kelly directly oversees the recruiting, HR, accounting, systems, client service, marketing and administrative functions of the business. Kelly is a Southern California native, graduated from Loyola Marymount University and was a recipient of the 2006 San Fernando Valley Business Journal's 40 under 40 award.
Shawn Spears
Partner
Shawn Spears has over 20 years of experience in the consulting business, developing trusted advisor relationships with C-Suite leaders in both Fortune 1000 and middle market companies in multiple markets. Shawn’s expertise includes solution development, new client relationship development, market expansion, and project management. Shawn has also held several senior management finance positions in companies including Universal Studios, Levi Strauss and Co, Arthur Andersen, Nissan Corp, and ClubCorp. Shawn holds a Master’s Degree in Finance/Economics from the University of Miami (FL) and a B.S. in Finance from Virginia Commonwealth University.
Travis Kanafani
Managing Director
Travis has over 15 years of experience in corporate finance and strategy consulting helping clients navigate through complex financial issues and transactions. Travis currently serves as the Managing Director of Business Development at 8020 Consulting and focuses his time developing and maintaining client relationships with finance and accounting leaders in both middle market and Fortune 1000 companies. Prior to joining 8020 Consulting, he served as a Director of Finance at FTI Consulting specializing in providing turnaround, restructuring and transaction related services. His diverse industry experience includes entertainment, automotive, real estate, healthcare, gaming, food and beverage, financial services, and technology. His core competencies include strategic planning, financial modeling, forecasting and budgeting, corporate restructuring, due diligence, post-merger integration, valuation, financial statement preparation, and operational planning. He holds an M.S. in Finance and Accounting from the University of San Diego and a B.S. in Accountancy from the W.P. Carey School of Business at Arizona State University. He is an active CPA in California and a Certified Insolvency and Restructuring Advisor.
Erin Youel
Director, Consultant Development and Recruiting
Erin’s career has been focused on many aspects of Human Capital including full cycle Talent Acquisition, to Employee Review Management. Her outgoing personality and expertise, as well as her ability to spot top finance and accounting talent, has contributed to her success in attracting the right people. In her current role, Erin is responsible for leading all aspects of the hiring process and as a member of the executive team helps manage and lead a variety of special projects related to employee review process revamp, employee training and development, new hire orientation, employee retention as well as a variety of other Human Capital, Talent Acquisition activities and Operational projects. Erin is a Southern California native, however spent 4 years in the Mid-West where she studied voice performance and music theory.
Michael
Consultant
Michael has over 20 years of diverse financial and operational leadership experience, including positions as CFO and VP of Operations of multiple technology and eCommerce companies spanning several ownership structures including VC, international parent companies and angel investors. While at 8020 Consulting, either as an interim CFO, project manager for multiple system implementations or due diligence support for acquisitions, Michael has helped companies in a variety of industries including Advertising, Technology (sales automation), Restaurant Franchising, Distribution and Payment Processing. Michael is a CPA, holds a Bachelor’s of Science in Accounting from Indiana University Northwest and an MBA from the Kellogg School of Management at Northwestern University.
Scott
Consultant
Scott has more than 25 years of finance and accounting experience spanning several industries with companies large and small. He is an Ernst & Young alumnus who was Manager of Finance for Disney’s Network Television Division before he moved on to Director of Financial Planning & Analysis for Korn/Ferry Futurestep. As a consultant, Scott has performed system implementations, conducted business process re-engineering, created forecasting and budgeting models, and managed internal and external financial reporting. He has filled the role of Interim CFO for several companies, managing them through successful acquisition as well as post–merger accounting integration for the acquiring companies. Scott holds a Bachelor of Science degree in accounting from the University of Southern California and is an active CPA.
Devon
Consultant
As a finance executive with 15 years of experience in finance and solid experience in partnering with departments and divisions, Devon has used financial analysis/modeling, negotiation, communication, and software development skills to help companies and divisions achieve various business goals. Prior to joining 8020 Consulting, Devon was Executive Director of Warner Home Entertainment’s Acquisitions group overseeing title acquisitions and providing financial support for film productions. Devon has also held high profile positions at Disney and CUNA Mutual Group in a finance and software development capacity. He has an MBA in Finance and International Business from UW-Madison and a B.S. in Finance and Accounting from UNC-Greensboro.
Susan
Consultant
Susan is a CPA with 20+ years of diverse finance and accounting experience in various industries including manufacturing, technology, apparel and real estate. She is an Ernst and Young alumnus who has held leadership roles at Fortune 500, middle market and entrepreneurial companies as Controller, VP of Finance and CFO. These companies have included Power-One, Clipper Windpower, Allied Signal, and Special Devices among others. Susan has provided financial leadership and project management to accounting organizations, including turnaround and restructuring projects, creating international tax structures, implementing IFRS, managing internal and external financial reporting, system implementation and leading finance and accounting efforts for divesture, acquisition and process re-engineering. Susan holds a BS in Accountancy from San Diego State University.
Angela
Consultant
Angela is a results-driven finance executive with over 15 years of progressive experience in all aspects of finance, accounting and operations. Her work spans mature, high-growth and VC-backed organizations within the professional, technology, biotech and financial services industries. Prior to joining 8020 Consulting, Angela spent eight years as the most senior finance executive in her role as VP of Finance at Kelton Global. During her tenure she built the finance function from the ground up and led the company through a successful acquisition and post-acquisition integration. Her expertise centers around strategic planning, FP&A, financial modeling, M&A and financial systems implementations. Angela began her career at Citigroup in the Global Corporate and Investment Bank where she spent several years working on deals for a diverse group of Fortune 500 companies. Angela holds a Bachelor of Arts in Economics from Harvard University.
Dan
Consultant
Dan has 20+ years of global finance and accounting experience across multiple industries. As an Accenture alumnus, he has over 14,000 hours of project management experience in the areas of Business Process Development and Re-engineering, Systems Integration, FP&A as well as M&A due diligence and post-acquisition integration. Throughout his career, Dan has created finance and accounting processes, implemented systems and built top notch finance and accounting teams for several business start-ups and acquisitions worldwide including Avanade, a joint venture with Accenture and Microsoft where he also served as VP of Finance for the Americas and Asia Pacific. Prior to joining 8020 Consulting, he was VP of Finance and Continuous Improvement for the 2nd largest wine company in the world. Dan holds a Bachelor of Arts degree from Texas Tech University, a Masters of Commerce degree from the Burgundy School of Business in Dijon, France and an MBA in Finance from Loyola University of Chicago.
Brian
Consultant
Brian is a CPA with 20+ years of diverse finance and accounting experience across several industries. He is a Deloitte alumnus who has held leadership roles at Fortune 500, middle market and start-up companies in Consulting and as Director, Controller or VP of Finance. These companies have included PS Business Parks, Amgen, MGA Entertainment, THQ, Intuit and Hudson Pacific among others. Brian has provided leadership and project management to an entire Accounting organization, including restructuring planning, managing internal and external (including SEC) financial reporting, supporting a successful public stock offering, leading finance and accounting efforts for a business line divesture, and process re-engineering. Brian holds a BS in Business Administration with an emphasis in Accounting from San Diego State University.
Jaime
Consultant
Jaime has 12 years of diverse finance and project management experience in the real estate, entertainment, video games, and technology industries. Prior to joining 8020, Jaime was the Director of Studio Finance and Operations at Activision Publishing, and had previously worked for WB Games, Warner Bros. Entertainment, Mesa West Capital, and SL Green Realty Corp. Her expertise centers around FP&A, operational strategy, budgeting and forecasting, cause of change analysis, reporting, cash flow forecasting, asset valuation, process design, and financial systems implementations. Jaime holds a Bachelor of Science degree in Economics from the Wharton School of Business at the University of Pennsylvania.
Matt
Consultant
Matt has over 20 years of finance and accounting experience across entertainment, business services, telecom and high-tech industries in both private and public companies. As a consultant, Matt has managed strategic projects, advised on M&A transactions, provided pre/post IPO services, created budgeting and forecasting models and performed system implementations, including Anaplan. Prior to 8020 Consulting, Matt worked at CSG International, Anthem, and Imperial Capital, where he provided buy-side and sell-side investment banking services to private equity clients. Most recently, Matt served as Interim CFO at GeoLinks, a high-growth wireless tech company. Matt completed his undergraduate work at UCLA and earned his MBA from USC Marshall School of Business.
Maureen
Consultant
Maureen is a CPA with 20+ years of diverse finance and accounting experience across a variety of industries including healthcare, manufacturing, consumer products, e-commerce and entertainment. She is a PricewaterhouseCoopers alumnus who has held various leadership roles and managerial positions in start-up and middle market high growth companies. These companies have included Elements Behavioral Health, Intelligent Beauty, US Auto Parts, Long Term Care Group, and International Rectifier among others. Maureen has a board range of experience in both public and private companies including Controllership, M&A transaction support and due diligence, post-acquisition integration, managing internal and external financial reporting, and system implementations. Maureen holds a Bachelor of Science in Accounting from Loyola Marymount University.
Mark
Consultant
Mark has over 20 years of diverse financial and operational leadership experience, including positions as CFO and Corporate Controller of several mid-market firms in the Fin-Tech, Brokerage, and Investment Management industries. Mark was the CFO of Rustic Canyon Partners, where he developed a budgeting process, implemented controls, policies and procedures, and was instrumental in the implementation of several cloud-based infrastructure initiatives. Mark began his career in public accounting at Ernst & Young and KPMG where he focused on Investment Services and Insurance clients. Mark holds bachelor’s degrees in both Accounting and Finance from Loyola Marymount University.
Carol
Consultant
Carol has extensive experience in finance, accounting, strategic planning, financial modeling, transactional due diligence support, corporate restructuring, contract negotiations & administration, business development and operations. Her industry expertise covers healthcare, manufacturing, aerospace, bio-tech and entertainment companies ranging from start-up to the Fortune 500. Prior to 8020, she held Controller and Finance Leadership positions at companies including, ITT, SmithKline Beecham and Quest Diagnostics, Paramount Pictures, Quallion LLC and Catalytic Solutions. She is a six sigma greenbelt and successfully led various cost savings initiatives in inventory controls, process improvements, system integrations as well as cash flow projections and controls. She holds a BA in Economics from UCLA and an MBA from Pepperdine University.
Adam
Consultant
Adam has more than 25 years of finance, accounting, and operations experience primarily in start-up and middle market entertainment, media, and online companies. He started his career at Ernst & Young in New York City before moving to California. He has worked as Controller at Fox Family Channel and ArtistDirect, a company he assisted in taking public. In addition, he was Controller at Fandango, then Interim CFO. Adam was also the CFO at mOcean, an entertainment marketing and advertising agency, where he successfully consolidated office locations as part of an overall cost savings initiative before becoming a consultant. He holds a Bachelor of Science in business administration from American University in Washington, DC. Adam lives in Studio City with his wife Lesley, children Jakob and Lilly and dog Pi.
Jessica
Consultant
Jessica is a CPA and Deloitte alumnus with over 12 years of experience, including leadership roles from Controllership to her most recent position as the Senior Director of FP&A at Maker Studios, a next-generation entertainment company. Her industry experience spans the entertainment, new media, e-commerce, advertising, consumer products and financial services industries at companies including U.S. Auto Parts, Napster, Canyon Capital Partners, TCW, Procter & Gamble, Toyota and UTi Worldwide. Among other accomplishments, Jessica has provided all internal and external financial reporting (including SEC), supported a successful IPO, led M&A transaction support and due diligence efforts, as well as providing financial modeling, data mining and budgeting/forecasting. Jessica holds a BS in Accounting and an MBA from the Indiana University, Kelley School of Business.
Julian
Consultant
Julian has diverse finance and accounting experience in various industries including financial services, entertainment, consumer electronics, and consumer products with companies including Capital Brands, Video Equipment Rentals, Belkin International, Deluxe Entertainment, and Pacific Life. His expertise includes FP&A, budgeting and forecasting, financial modeling, financial process improvement, system implementation, treasury operations, and cash flow forecasting. Julian holds a Bachelor of Science in Business Administration from the University of California, Riverside and a Master of Business Administration from the University of Southern California.
Jorge
Consultant
Jorge has over 18 years of finance and accounting experience across the real estate, financial services, consumer products, telecom and high-tech industries in both private and public companies. Jorge started his career with KPMG's audit practice, where he progressed through the senior manager level before leaving to join one of his clients in a financial accounting and reporting oversight role. Most recently, Jorge was a Transaction Advisory Services Director at KPMG and PwC, where he advised companies on M&A transactions, providing sell-side and buy-side due diligence and pre/post transaction accounting support. Since joining 8020 Consulting, Jorge has performed or overseen all accounting and financial reporting processes (including SEC filings), participated on several stages of acquisitions and divestitures, and tackled a host of complex technical accounting issues, including GAAP conversions. Jorge holds a BA in Accounting and Finance from the University of Texas at El Paso and is a CPA licensed in Texas and Florida.
Kim
Consultant
Kim is a CPA and PMP with more than 20+ years of diverse finance, reporting and accounting leadership experience. She is an Arthur Andersen alumnus with extensive experience in accounting operations, inventory accounting, supply chain operations, project management, process reengineering, systems implementation, policy and procedure development, training development, internal controls and audit. She has also served as Interim Controller and led accounting teams through the monthly close and external audits. Kim has industry experience in pharmaceutical, retail, manufacturing, distribution, technology, banking, family investment and telecommunications at companies including The Disney Stores, Countrywide Bank, Data Direct Network, Silgan Containers, Fandango, THQ, The Rockefellers and Bristol- Myers Squibb with global assignments in the USA, Europe and Asia. Kim holds a Bachelor of Science in Accounting from Syracuse University.
George
Director of Marketing
George has more than 12 years of digital marketing and consulting experience with growth-focused organizations. As the Director of Marketing at 8020 Consulting, he guides the marketing efforts of the firm and serves as a member of the corporate team. Prior to joining 8020, he was a Vice President at Marketri, where he designed, implemented, and directed marketing programs for a variety of B2B clients. He also has experience in a variety of content creation, digital marketing, and copywriting roles in a wide range of industries. He holds a B.A. in Public Relations and minor in English from Penn State University at University Park, and he has an M.A. in Writing from Rowan University.
Corey
Consultant
Establishing his professional foundation by beginning his post-graduate career at a big 4 CPA firm, Corey developed over 17 years of wide and deep accounting experience primarily within the areas of GAAP Financial Reporting, technical accounting research and application, internal and external audit and business process improvement. An Arthur Andersen alumnus, Corey has held a variety of leadership positions in companies such as The American National Red Cross, National Geographic Channels International and The Music Center of LA County. Corey holds both a Bachelor in Business Administration and a Master in Professional Accounting from The University of Texas at Austin McCombs School of Business and is an actively licensed CPA in the District of Columbia.
Greg
Consultant
Greg has more than twenty years of financial, operational, and leadership experience in various sectors including construction management, land development, real estate, hedge funds, environmental technology, private equity, venture capital, media, government contracting, and high net worth family office management. Prior to joining 8020 Consulting, Greg was the CFO at Southern Site Development in Atlanta where he guided the company from start-up through rapid growth. He also served as the CFO of the GreenTech Master Fund, a long/short equity hedge fund in New York City investing in environmentally responsible, green technology companies. Prior to that, he was an Assistant Managing Director for the Cisneros Group of Companies focusing on emerging business opportunities across North America and Latin America. Greg received his undergraduate degree from Texas Tech University and his Master of Business Administration degree from New York University’s Stern School of Business holding specializations in Financial Management, Leadership, and Entrepreneurship.
Danelle
Consultant
Danelle is an accomplished financial executive with over 20 years of diverse strategic, financial, and operational experience across industries including consumer products, pharmaceuticals and healthcare, manufacturing, hospitality and entertainment. Her focus has been to combine the day-to-day management of finance, accounting and treasury departments with various transactions / strategic initiatives including capital raises, debt refinancing, due diligence, and asset sales. She has led the redesign of management and accounting systems, overseen financial restatements, and developed new financial reporting and financial modeling. Danelle has taken direct CFO roles at two early stage CPG companies and with 8020 Consulting, Treasurer for Bolthouse Farms. Other consulting roles have included companies of varying size and industry, from being Controller of a $100 million specialty biopharmaceutical development company to Director of Reporting & Consolidations for an $8 billion hospitality company. An alumnus of PwC and FTI Consulting, Danelle holds an M.B.A. from the Fuqua School of Business, Duke University and a BA in Economics from the University of California, Los Angeles.
Carlos
Consultant
Carlos has over 20 years of experience in finance, accounting and operational leadership roles, including positions as CFO and Controller, across multiple industries such as beauty, manufacturing, e-commerce and entertainment. Throughout his career, Carlos has developed and mentored strong finance and accounting teams, implemented systems and created processes and internal controls for start-ups and well established companies. He has extensive experience in reporting, forecasting, budgeting, cash management, due diligence, SOX compliance and financial analysis. He began his career with Deloitte in accounting outsourcing services and moved to audit where he served a variety of client industries. Prior to joining 8020 Consulting, he was CFO at Sultra Corporation and before that, Director of Finance at ghd Professional North America. Carlos holds a Bachelor’s of Science Degree in Accounting from Universidad Tecnológica de México.
Sangita
Consultant
Sangita, a Deloitte alumna, is an active CPA with over 20 years of experience working with companies in financial services, entertainment, retail, aerospace, manufacturing and distribution. Prior to joining 8020 Consulting, she was a Vice President of Corporate Accounting at Oaktree Capital and Director of Accounting at Paramount Pictures focusing was on all aspects of systems implementation and management as well as process development and improvement, and the documentation of policies and procedures. Additionally Sangita has significant experience in designing and implementing internal controls, internal audit and financial accounting. Sangita holds a Bachelor’s of Science in Accounting and a Masters of Business Administration from Cal Poly and a Masters of Taxation from USC.
Will
Consultant
Will has 15 plus years of executing various corporate mandates and initiatives across the technology, media, and manufacturing industries. Leveraging his expertise in corporate finance, strategy, financial reporting, and investment banking, Will has served on senior and executive management teams, spearheading the achievement of transformational corporate milestones such as raising institutional capital, acquiring companies, and building and establishing FP&A functions. His management experience included serving as President at Harvard Card Systems, and Vice President of Finance and Strategy at Access Integrated Healthcare. Will was also an investment banker for nearly a decade, having executed M&A and financing transactions in manufacturing, consumer products, and retail. He holds a B.S. from New York University, Leonard N. Stern School of Business in Finance and Accounting.
Heidi
Consultant
Heidi is a KPMG alumna with over 15 years of finance and accounting experience, spanning several industries in companies ranging from start-ups to the Fortune 100. After KPMG, Heidi held accounting and finance leadership positions at Korn/Ferry Futurestep, THQ, Countrywide, Disney, Warner Bros., and Universal Music. During Heidi’s career she has had experience in internal and external audit, SOX compliance, month-end close, reporting, forecasting and budgeting, financial analysis, system implementation and accounting process improvement. Heidi graduated from California State University, Chico with a Bachelor of Science degree in Business Administration with a Concentration in Accounting. She graduated with honors as well as served as President for the honors Accounting club, Beta Alpha Psi. Heidi is originally from Northern California and has lived in Los Angeles for over 15 years.
Mitch
Consultant
Mitch has over 13 years of finance and systems experience across entertainment, engineering, and technology industries in both private and public companies. As a consultant, Mitch has advised on M&A and capital raise projects, provided post-merger integration services, created budgeting and forecasting models, and performed system implementations including NetSuite and Tableau. Prior to 8020 Consulting, Mitch worked at AECOM, Hulu, and Yahoo where he served in both corporate finance and corporate development capacities. Mitch began his career as an investment banker at Wells Fargo Securities, providing investment banking services to middle market clients. Mitch completed his undergraduate work at Claremont McKenna College and earned his MBA from Washington State University.
June
Consultant
June has 11 years of finance experience in strategic planning, forecasting and budgeting, financial analysis, business valuation, restructuring, merger and acquisition, system implementation, contract negotiation and operations. Her industry experience spans the apparel, food and beverage, entertainment, manufacturing and pharmaceutical industries at companies including Patagonia, Overture Films, Technicolor and Catalyst Pharmaceutical Group. Her core competencies include business plan development, project management, system integration/implementation, process improvement, cost savings initiatives, and shareholder package. June holds an MBA from Pepperdine University, Graziadio School of Business and Management and a Bachelor of Arts from the University of California, San Diego.
Anthony
Consultant
Anthony is a Deloitte & Touche Alumnus with over 20 years of accounting experience in Public and Private Accounting including mergers and acquisitions, forensic accounting and litigation support. He has worked with public and private companies of varying sizes and industries including real estate development and investment management, commercial and retail property management, veterinary animal hospitals, manufacturing, retail, mobile broadband and industrial technology designer and manufacturer, dental practice management, automotive pricing and information, and interactive gaming software developer. He performed quarterly and annual reviews for publicly traded companies and has provided accounting services for month-end, quarter-end and year-end close processes. Anthony graduated from California State University, Northridge with Bachelor of Science degrees in Business Administration – Accounting Theory & Practice and Chemistry. He is an active CPA licensed to practice in California.
Jennifer
Consultant
Jennifer is senior-level Finance professional with over 20 years of finance and accounting experience and over 15 years in the consumer product manufacturing industry. Prior to joining 8020 Consulting, she was Head of Finance for Buscemi LLC, a luxury shoe brand. At Buscemi, Jennifer led the implementation of NetSuite as the complete system of record within 4 months. Prior to Buscemi, Jennifer was the Corporate Controller of Dogswell, a premium pet treat manufacturer. She joined Dogswell as part of a turnaround team post restructuring, which was successfully turned around and sold within 1 year. The majority of Jennifer’s career was spent at JAKKS Pacific, a $900 million publicly traded toy design and manufacturing company, where she was Vice President of Finance. At JAKKS, Jennifer was head of the FP&A and Royalties departments and acted as Interim Controller for over a year. Her work included both internal and external financial reporting, royalty audits and preparing Board of Director presentations. She has expertise in building complex financial models, strategic planning, motivating the finance team, and improving efficiency. Jennifer holds a Bachelor of Arts degree in Business Economics with an Accounting emphasis from UCSB, and MBA from UCLA Anderson School of Management.
Brett
Consultant
Brett has 14 years of diverse accounting and finance experience spanning several industries at companies including Assurant, eHarmony, Cornerstone OnDemand, Paradigm Talent, and William Warren Group. He is an Ernst & Young alumnus with industry experience that includes SaaS, Real Estate, Construction, Insurance, and Banking. As a consultant, Brett implemented critical financial structures and best practices for accounting, and operational controls. Prior to joining 8020 Consulting, Brett held Controllership roles for a Real Estate Investment Group and SaaS companies. Brett holds a Bachelor of Business Administration in Accounting and an MBA from Kennesaw State University and holds a CPA license in the state of Georgia.
Brad
Manager, Client Services
Brad hails from the great state of Tennessee and holds a B.A. from the University of Tennessee, Knoxville. Following his graduation, he relocated to Los Angeles where he served as a Senior Account Executive for one of the top ranking digital marketing firms. During that time, Brad was in charge of client management as well as training and managing a growing sales team. Brad is a seasoned professional when it comes to client relations and effective strategy building for higher ROI. When he is not at 8020 Consulting, Brad can be found on the golf course, hiking, or spending time with his wife and newborn.
Chona
Consultant
Chona brings over 25 years of experience in accounting, finance, and project management in her role as a consultant at 8020 Consulting. Prior to consulting, she got her start as an auditor at Ernst & Young, followed by two stints at the Walt Disney Company where she held accounting and financial reporting roles, culminating as a Director in Corporate Controllership. Chona was Assistant Controller at Virgin Megastores, before returning to Disney. At Disney, Chona became a super user for 2 out of the 5 ERP implementation waves at the company. At Amgen, she had the opportunity to further expand her super-user role when the company rolled out their ERP implementation in the U.S. In her International Accounting role at Amgen, Chona project managed numerous international expansions in Asia and Latin America. She rotated into Corporate Audit followed by her role in Finance Integration for Amgen acquisitions and organic expansions in several countries.
Chris
Consultant
Chris has over 12 years of finance, operations and project management experience in the entertainment, non-profit and bio-medical industries. Prior to joining 8020, he worked as a Senior Manager in FP&A at Paramount Pictures. Additionally, he held various positions at Advanced Bionics, Warner Bros and RLJ Entertainment. His background includes extensive experience in content acquisition and distribution, financial planning and analysis, budgeting and forecasting, financial modeling, valuation analyses, and process improvement. Chris holds an MBA from the University of Southern California’s Marshall School of Business.
Renee
Consultant
Renee has 14 years of diverse finance, accounting and project management experience in high-tech Software and hardware manufacturing and distribution. She has held various leadership roles and management positions in large global corporations as well as mid-sized companies such as Schneider Electric, Invensys Ltd, BenQ Corporation, and Max Group Corporation. Renee has a board range of experience in Corporate Strategy, Financial Modeling, FP&A, Business Process Improvement, System Implementation, M&A Due Diligence, Post-acquisition Integration, and General Accounting. Renee holds a Bachelor of Arts in Economics from the University of California Irvine (UCI) and is currently enrolled in the Executive MBA program at the University of California Los Angeles (UCLA).
Brandon
Consultant
Brandon is a finance and accounting specialist with more than 15 years of experience. His career started as an auditor with the “Big 4” assisting and leading audit engagements in a wide range of industries including consumer products, financial services, and biotechnology. He then went on to The Walt Disney Company’s Transaction Support team where he was responsible for providing expertise in M&A transactions, due diligence, divestiture, technical accounting, and restructuring to Disney and all of its subsidiaries. After The Walt Disney Company, Brandon led year-end audits, month-end close, and financial reporting in the retail apparel industry at levels of Senior Manager and then Director. Brandon is a CPA and holds a Bachelor of Science in accounting with a minor in economics from the University of Massachusetts Amherst.
Jackson
Consultant
Jackson brings 15 years of finance and systems experience in apparel, entertainment, and technology. Prior to 8020 he has served in various leadership roles in the apparel industry: VP of Finance at PPLA Clothing, VP of Finance at Little Giraffe, and the head of FP&A at Junk Food Clothing. At Fox Entertainment, Jackson led the implementation of business intelligence tools and reporting, and at Fox Sports, he conducted analysis on multi-billion dollar sports deals. Jackson's experience also includes financial modeling for technology startups as well as large public-sized tech companies. Jackson holds a Bachelor's from USC's Marshall School of Business with a concentration in finance.
John
Consultant
John is an Alumnus of Arthur Andersen and a CPA with over 25 years of diverse, hands-on financial and operational leadership experience in entertainment, technology, retail and distribution environments, including CFO, VP of Finance, and Controllership roles at companies ranging in size from early start-up through middle market as well as Fortune 500. John also has strong international management experience with time spent in the UK, Germany, India, and the Middle East. In fact, he managed global operations teams including the formation and expansion of India offshore operations and expansion of a company into the European market. Across his career, John has worked very closely with VC firms in the raising of multiple rounds of financing and negotiation of lines of credit with banks and he has helped lead companies through the successful exit / sale process.
Radha
Consultant
Radha has 15 years of finance and accounting experience in various industries, with a specialty in Entertainment. Prior to consulting, she was a Sr. Manager of Financial Reporting at Paramount Pictures, where she managed the consolidated GAAP and cash reporting to DreamWorks Animation and Marvel Studios. As a consultant, Radha has performed system implementations, business process re-engineering, created forecasting and budgeting models, and managed the forecast and budget cycles and deliverables within various large clients. Radha is also an alumnus of PwC in Los Angeles where she was on engagements spanning various industries of varying sizes, such as Valeant Pharmaceuticals, Tetra Tech, Disney, and Morgan Creek Productions. Radha holds a Bachelor of Arts in Business Administration with a concentration in Accounting from California State University, Fullerton.
Emir
Consultant
Prior to Emir joining 8020 Consulting, Emir served as the CFO of Artisan Cocoa, where he was Instrumental in revenue and income growth of 160% over 17-month period. Emir also worked for Mattel Inc. where he managed the full Mattel P&L of a $1.3B business, $60MM in overhead spend across 27 cost centers, and $60MM in MDF trade spend. Early in his career, Emir worked at Interspan in Uzbekistan, where he managed a tea factory with a staff of 125 people, oversaw operation cost controls, sales and expenses analysis, financial analysis, cash flow maintenance, and debt service maintenance. Emir holds a BA in Real Estate from San Diego State University and an MBA from The Wharton School, University of Pennsylvania.
Yingfei
Consultant
Yingfei has acquired more than 17 years of experience in accounting and auditing in industries such as Bio-tech, manufacturing, private real-estate and public REITs and spent eight years with Deloitte and Ernst & Young LLP’s focusing on Real Estate practice and manufacturing industry. She participated in the consolidation and external reporting for publicly traded companies and REITs and her core competencies include GAAP accounting: full-cycle accounting/auditing and operations for REITs, internal controls and process improvement, SEC reporting, consolidation and elimination, system implementation. Fund accounting: capital call, design distribution waterfall, fair value preparations and analysis, investor statement preparation, basis relief entry and income allocation based on LPA. Yingfei is a Certified Public Accountant and a Chartered Accountant in England and received a Master’s Degree focused in Accounting from University of Michigan.
Tommy
Consultant
Tommy is a PWC Alumnus with 20+ years of broad accounting and finance experience in both large and small companies including Pre-IPO ventured backed companies. These companies include The Walt Disney Company, Paramount Pictures, DreamWorks Animation, Maker Studios, DirecTV, LegalZoom.com, The Rubicon Project, and Specialty Laboratories where he held leadership roles such as Controller, Senior Accounting Manager, Director of Accounting and Director of Financial Reporting. In these diverse roles, Tommy has provided Internal and External Audit support, SOX Documentation and testing, SEC reporting, process improvement and all aspects of Month-end close and reporting process. Tommy holds a BS in Business Administration with an emphasis in Accounting from California State University Los Angeles and is an active CPA.
Henry
Consultant
Henry brings 12 years of finance and accounting experience in entertainment, consumer products, and retail. His core competences include: budgeting, forecasting, strategic planning, month end close, re-engineering existing processes, royalty accounting, month/quarter reporting, and supporting system implementations. Prior to joining 8020 Consulting, Henry was a Finance Manager at Dutch LLC and held Senior Analyst positions in multiple departments at the Walt Disney Company. Henry holds a Bachelor’s of Science Degree in Business Administration with a concentration in Corporate Finance from University of Southern California Marshall School of Business. Henry is a certified 2016 Excel Expert and Anaplan implementer.
Lester
Consultant
Lester has over 15 years of professional finance experience in strategic planning, forecasting and budgeting, financial analysis, and business evaluation. Prior to joining 8020 Consulting, Lester was the Director of Business Planning and Analysis at Warner Bros. and had previously worked as a Senior Manager of Retail Analysis and Manager of Finance for The Walt Disney Company. Additionally, Lester has held positions at Thomson Reuters and Public Financial Management. In his career, Lester also operated as the Chief Financial Officer for a consumer goods start-up company, where he oversaw the Accounting, Finance, Operations and HR functions. Lester’s expertise centers around FP&A, budgeting and forecasting, financial modeling, cause of change analysis, consolidation, industry analysis, and project management. Lester holds a Bachelor of Arts in Economics from Stanford University, and an MBA in Corporate Strategy and Finance from The University of Michigan, Ross School of Business.
Mike
Consultant
Mike has over 10 years of experience in roles requiring expertise in strategic planning, forecasting, budgeting, business valuation, financial modeling and both buy-side and sell-side M&A transaction support. He served as a Sr. Analyst at Elements Behavioral Health where his responsibilities included leading the budgeting and forecasting processes as well as acquisition transaction support. Additionally, he served as a Sr. Associate in the Private Capital group at Union Bank where he focused on executing middle market acquisition opportunities across various sectors. Mike holds an MBA from the Graziadio School at Pepperdine University, a Bachelor of Arts in Economics from Brock University and is a CFA Charter holder.
Federico
Consultant
Federico is a KPMG Alumnus with 10+ years of accounting and finance experience in a variety of industries including technology, entertainment, real estate, consumer products, manufacturing, financial services, banking, and healthcare. Prior to joining 8020 Consulting, Federico was at Vubiquity, Inc. where he developed an automated internal Management Report and significantly reduced the timing of the month-end close. His strengths include financial reporting, analysis, operations, and process improvement. Federico holds a BS in Accountancy from CSU, Northridge, where he served as President of the Accounting Association.
Mary
Consultant
Mary has over 20 years of experience in finance and accounting in multiple industries such as entertainment, consumer products, oil & gas, legal, automotive, financial services, banking, food manufacturing, apparel and defense & military contractor. Her expertise includes Financial Planning & Analysis, budgeting and forecasting, financial modeling, month-end close, reporting, project management of process design and re-engineering initiatives, process improvement, system implementations and change management. Prior to joining 8020 Consulting, Mary consulted and worked at Warner Bros, Disney, Honda, Toyota, BP/AMOCO, Ticketmaster/Live Nation, Nestle, The Collected Group, Physical Optics Corporation, E-Trade and City National Bank. She holds an MBA from DePaul University and Bachelors degree in Finance from University of Illinois at Urbana-Champaign.
Neil
Consultant
Neil has 24 years of accounting and audit experience in multiple industries, including pharmaceuticals and biotech, manufacturing, retail, healthcare, software, fashion, service industries, governments, casinos and non-profits. Prior to joining 8020 Consulting, he served as a Director at McGladrey in Connecticut and Los Angeles specializing in private equity-owned entities with significant mergers and acquisitions and other technical accounting issues. Additionally, Neil was a controller for a growing healthcare entity in Los Angeles, where he managed financial reporting, budgeting, internal controls and certain HR functions. Neil is an alumnus of KPMG in Los Angeles, where he was on engagements spanning healthcare, manufacturing, and government entities. Neil holds a Bachelor of Science in Accounting from the University of Southern California.
Joe
Consultant
Prior to joining 8020 Consulting, Joe was an Investment Banker with experience in capital and debt markets, M&A, IPO, credit, distressed assets and financial assurance. His key responsibilities include buy-side and sell-side M&A, subsidiary spin-offs, capital raising through the debt and equity markets, structuring of hybrid securities, turnaround and restructuring and due diligence support. Over the years, Joe has advised and raised capital for REITs, property developers and major palm oil players. Joe has also lived and worked in a few of the world’s major financial cities such as Los Angeles, London, Singapore and Hong Kong. Joe graduated from the University of Southern California and he is Chartered Accountant with the Institute of Chartered Accountants in England and Wales. Joe also holds the following FINRA licenses: Series 24, Series 63 and Series 79.
Deb
Consultant
Deb has over 20 years of diverse financial and operational experience in business technology solutions and IT consulting companies, communications systems, biotechnology and energy technology. Prior to joining 8020, Deb worked for Accenture in lead finance operations roles as well as leading projects internally and at clients. Deb worked for Avanade which was a start-up company between Accenture and Microsoft. At Avanade, Deb held financial leadership roles which focused on managing regional financial operations and leading process improvement and remediation projects. Her expertise includes FP&A, budgeting and forecasting, financial operations management, cash-flow forecasting, financial modeling, financial systems integration activities, and business process improvement. Deb holds an MBA in Accounting from DePaul University and a Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign. Deb is a CPA and has her PMP Project Management Certification.
Christine
Consultant
Christine is a KPMG alumna with over 20 years of finance and accounting experience in technology, food and beverage, entertainment, manufacturing, and healthcare companies. Prior to joining 8020, Christine worked for Dole Food Company as their Senior Manager of Corporate Finance. Christine also held various analyst and managerial positions at WellPoint, Disney, and Danone. She has solid experience in combination of accounting & financial reporting and analysis, budgeting and forecasting, financial modeling, and supporting refinancing effort of highly leveraged company. She also spearheaded and successfully completed a system implementation of financial modeling application. Christine earned a Bachelor of Arts degree in Business Economics from University of California, Irvine and she is a CPA licensed in California (inactive).
Amish
Consultant
Amish comes to 8020 with strong financial leadership experience in a variety of roles with Pepsico (Frito-Lay), Nestle, and Princess Cruises. This included everything from logistics and distribution finance to brand finance to commercial/retail finance. Specific areas of financial expertise centered around full P&L management, financial strategy, FP&A, financial modeling, planning / budgeting / forecasting, integration, pricing, and negotiation. Moreover, along with his financial background, Amish also has extensive operational experience in Sales, Supply Chain, and Business Development. This has allowed him to be a tremendous finance business partner to his operational peers. Amish holds a Bachelor of Business Administration and an MBA in Finance and Management from The University of Texas, McCombs School of Business.
Seena
Consultant
Seena comes from a diverse background of retail operations, labor, financial analysis, FP&A, data research, and analytics. Prior to joining 8020 Consulting, Seena served as a retail analyst for $2B retailer, Harbor Freight and consulted with a variety of companies executing projects in the financial, academic, food and beverage, retail/wholesale, legal and investigations industries. His specialties include financial modeling, budgeting and forecasting, compensation, data mining, and strategy. He attended the University of Connecticut where he received his Bachelors and his Masters degrees with a focus in quantitative sociology, and later on went to Pepperdine University where he received his MBA.
Erika
Consultant
Erika has over 12 years of experience in accounting and finance in a diverse set of industries such as Retail, Entertainment, Commercial Real Estate, Manufacturing, and Public Relations. Prior to joining 8020 Consulting, Erika served as Accounting Manager for the retail company Delta Galil Premium Brands who owns the apparel brands 7 for all mankind and Splendid and previously worked for 20th Century Fox as an Accounting Manager. Her specialties include Financial Reporting, Month End Close, General Ledger, Budgeting, Cash Forecasting, and Data Analytics. Erika is currently in the Executive MBA program at Loyola Marymount University and she will be graduating in May of 2019. She received her BS in Business Administration with an emphasis in Accounting from the University of Colorado at Boulder.
Jeff
Consultant
Jeff has fifteen years of experience in all areas of finance and accounting, including financial close, FP&A, budgeting and forecasting, financial modeling, and financial systems and has served a variety of industries including entertainment, manufacturing, energy and consumer products. Jeff started his career at KPMG in their audit practice and from there held a variety of finance and accounting roles at Twentieth Century Fox, The Coffee Bean & Tea Leaf, and Warner Bros. Jeff holds a Bachelor of Business Administration from East Tennessee State University and a Master of Accountancy with a concentration in Financial Systems from The University of Tennessee.
Kristen
Consultant
Kristen has over 10 years of experience serving public and private clients, ranging from small to Fortune 100 companies (including Capital Group, Expedia, Toyota Motor Corporation). Her experience and expertise encompass strategic planning, financial modeling and reporting, financial planning and analysis, project management, internal controls, and process improvement and re-engineering. Kristen holds B.A. degrees in Economics and Psychology and a minor in Accounting from the University of Irvine, California. She is an active CISA.
Marco
Consultant
Marco has 17 years of Finance and Consulting experience. His work spans various industries including technology, entertainment, telecommunications, consumer products, financial services, and healthcare. Marco has expertise in Financial Planning & Analysis (budgeting, forecasting, and reporting), Strategic Planning, project management, financial modeling, merger integration, and valuation. Prior to joining 8020 Consulting, Marco held Finance and Strategy positions at Epson America and also worked for various firms including Deloitte Consulting, Paramount Pictures, Grupo Modelo, Cricket Communications, UBS, and Goldman Sachs. Marco holds a B.A. in Economics from Brandeis University, and an MBA from the UCLA Anderson School of Management.
Kevin
Consultant
Kevin has over 12 years of finance and accounting experience across industries such as, cable & communications, entertainment, educational services, medical devices and consumer products. Kevin’s expertise includes FP&A, forecasting, budgeting, financial modeling, variance analysis, month end close duties and process improvement. Prior to joining 8020 Consulting, Kevin worked at Pharmavite LLC. St. Jude Medical, Time Warner Cable and Revolution Prep in various key corporate finance roles. Kevin completed his undergraduate degree at California State University, Northridge and earned his MBA at Northeastern University’s D’Amore Mckim School of Business.
Amy
Consultant
Amy has over 10 years of finance and accounting experience in fast pace and challenging corporate environments. She has experience in SOX material weakness remediation, Cost Accounting Standard system implementation and various Controllership responsibilities such as month-end close, reporting, financial analysis, and accounting process improvement. Amy graduated from North Carolina State University with a Master of Accounting and is a CPA licensed in North Carolina.
Waqas
Consultant
Waqas has 8+ years of financial auditing and accounting experience across multiple industries including apparel, automotive, information technology, oil & gas, non-profit organizations and other service businesses. Waqas’s expertise includes month-end close, account reconciliations, variance analysis, process implementations, evaluation of controls and GAAP compliance. Prior to joining 8020, Waqas worked at Jbrand Inc., Signature Analytics Inc., SingerLewak LLP, Collins Barrow LLP and Aegon Canada. Waqas completed his undergraduate degree at York University, Ontario, Canada. and earned his Chartered Accountant designation from Chartered Accountant School of Business, Alberta, Canada.
Lizai
Consultant
Lizai has more than 10 years of accounting and finance experience in both public and private companies. Before joining 8020 consulting, Lizai was the Director of Finance at ChinaNetCenter, the leading CDN internet service provider in China for 5 years. During her tenure at CNC, she worked closely with management information systems teams to continually improve business processes among all divisions and entities to ensure effective internal financial and operational controls as the company grew to be a public company. After pursuing her Masters degree, Lizai served as the Controller at Quantil, Inc. where she was responsible for all matters related to accounting, finance, human resources and ERP system implementations. Lizai holds a Master of Accountancy from the W.P. Carey School of Business at Arizona State University and B.A. in Accountancy from Fuzhou University in China.
Rathid
Consultant
Rathid has over 6 years of accounting and audit experience in multiple industries including financial services, entertainment, fashion, and health & wellness. He began his career at Squar Milner in their Audit practice and later joined the Assurance practice at PwC. Additionally, he was part of the financial reporting team at Caesars Entertainment Corporation. Prior to joining 8020 Consulting, he served as the Manager of Financial Reporting at YogaWorks Inc. His expertise includes financial statement audits, technical accounting, financial reporting (including SEC filings), and corporate consolidation. He is a CPA and holds a Bachelor of Science in Business Administration and a Master of Professional Accountancy.
Thanh
Consultant
Thanh is an active CPA with over 12 years of accounting experience in the entertainment industry. Prior to 8020 she worked as a Senior Manager of Corporate Financial Reporting at Lionsgate Entertainment. Previous companies she worked at include NBCUniversal, CBS Television Distribution, and New Line Cinema. During her career she has had experience in corporate financial reporting and consolidation, SEC reporting, financial analysis, system implementation, and month-end close. Thanh holds a Bachelor of Arts in Economics from the University of California at Los Angeles.
Lindsay
Consultant
Lindsay comes to 8020 Consulting with 8 years of finance and accounting experience. Prior to joining the firm, she was in a variety of Senior Financial Analysts roles at companies such as NBCUniversal, BCGG Max Azria and had previously worked at PwC as an auditor. Her expertise centers around FP&A, quarter end close, budgeting and forecasting, financial modeling, and ad hoc analysis. Lindsay holds a Bachelor of Science and an Master’s in Science from Babson College.
Casandra
Consultant
Casandra has over 15 years of finance and operations experience primarily in the entertainment and media distribution industry, as well as the pharmaceutical industry. Casandra started her career at PWC in the New York Metro Area and participated in Johnson & Johnson’s Financial Leadership Development Program, before moving to California. She worked for over four years as a Finance Manager at NBC Universal, in International TV Distribution, a $1.5+ billion business. She holds a Bachelors of Science in Business Administration from Montclair State University in New Jersey. Casandra is also obtaining her Executive MBA at UCLA Anderson School of Business.
Prashant
Consultant
Prashant has over 15 years of finance and accounting experience. Having worked in private equity as well as a variety of other industries, he has years of experience in dissecting financial statements to understand the key performance drivers and increase revenue and profitability. He has led finance and accounting at various startups, implemented and streamlined processes and financial systems. Prashant holds a Bachelor in Mechanical Engineering, Masters in Industrial Engineering from Ohio State University, MBA from University of California-Berkeley and CPA (Inactive) from the State of Pennsylvania.
Chris
Consultant
Chris has 10+ years of finance and accounting experience across multiple industries with firms of varying size, from start-up environments to public companies. Chris has managed departments, created both finance and accounting processes, implemented new systems and controls, and built top notch teams. His expertise includes management, strategy, forecasting, budgeting, FP&A, month-end close, M&A, pre-merger diligence, post-merger integration, valuation, and process improvement. Passionate about streamlining and optimizing strategic finance decisions, Chris has developed an expertise in areas of process development and re-engineering, systems integration, as well as having been involved in several public acquisitions. Prior to joining 8020, he was a finance manager at Stamps.com, a public company. Chris holds a B.S. in Finance from Santa Clara University, with minors in Creative Writing and Music Theory, and is currently pursuing his MBA from the University of Southern California’s Marshall School of Business.
Dan
Consultant
Dan comes from a diverse background in finance and accounting, working in multiple industries such as advertising, internet, and media. His expertise includes forecasting, budgeting, FP&A, financial modeling, month-end closing, process improvement, and data mining. Prior to joining 8020 Consulting, Dan worked at Evolve Media as a Senior Financial Analyst, where he led multiple finance initiatives throughout the organization. Some of his key clients included Hyundai Motor America, NRG Energy, Hankook Tires, Footjoy Apparel and See’s Candies. He holds a B.A from the University of California, Santa Barbara in Economics with a concentrated background in Accounting.
Lizzette
Consultant
Lizzette has 9 years of finance and accounting experience in the entertainment and media distribution, consumer, and pharmaceutical industries. She started her career at Deloitte and Touche in Downtown Los Angeles and from there she moved to NBC Universal where she spent 3 years in a financial analytical role for the International TV Distribution, Free & Basic group. In 2015, Lizzette moved to Fort Worth Texas and worked at Galderma (previously known as Nestle Skin Health) as a Cost Controller and Senior Financial Analyst for the Consumer business unit. She holds a Bachelors Degree of Science in Accounting from the University of Southern California.
Vikram
Consultant
Vikram possesses 17 years of experience focused in Financial Planning and Analysis across a variety of industries such as Entertainment, IT Communications, Banking, Food and Beverage, Investment Consulting, Retail, Publishing, Aircraft Distribution, and Real Estate. Vikram’s core competencies include managing finance teams and operations (Supply Chain/Inventory Management, Cost Accounting), conceptualizing and leading budgeting and forecasting processes relating to the P&L, Capital Planning, Balance Sheet and Cash Flow analysis for both mid-sized and Fortune 1000 Companies. Vikram has project managed and led several system implementations such as Rightsline, Anaplan, Hyperion Essbase, and TM1 Cognos. Vikram attended Willamette University (Oregon) where he received his MBA specializing in Finance. He also holds a Bachelor’s degree in Finance and Accounting from Christ College in Bangalore and a Master’s degree in Finance and Accounting from Bangalore University.
Amber
Consultant
Amber comes from a strong accounting background in the entertainment & media industries. With 8+ years of experience, she started her career as a Financial Analyst at Walt Disney in their Corporate Compliance & Controls group. Following she joined Live Nation Entertainment’s Clubs & Theatres Accounting team where she gained great experience and growth from a staff accountant to a senior accountant position. Prior to 8020 she held an Accounting Manager position at Studio71 LP. Her expertise includes managerial accounting & operations, month end close process/management, process improvement, SOX compliance & controls, month/quarter reporting & analysis, royalty accounting & reporting and supporting system implementations. Amber holds a Bachelor of Science Degree in Accounting from the University of Southern California, Leventhal School of Accounting.
Ben
Consultant
Ben comes from a media & entertainment background in finance and analysis, but also has entrepreneurial, digital, and tech experience. His expertise includes financial planning & analysis, forecasting/budgeting, financial modeling, process improvement, cost controlling, and data-driven strategy research. Ben has worked with a diverse set of media companies, such as MGM Studios, Red Bull Media House and Awesomeness/Viacom Digital Studios. As a consultant, Ben has implemented solutions such as streamlining FP&A reporting and consolidation (with and without dedicated planning software), re configuring cash management, cash flow analysis, & reconciliation, improving variance analysis and action recommendation, redesigning planning processes and modules to streamline business planning, and producing strategic evaluation of existing and proposed lines of business. Ben holds a Bachelor of Arts in Economics and in Biology from Pomona College.
Jennifer
Administrative Coordinator
Jennifer is a Southern California native and holds a bachelor’s degree in Family and Consumer Sciences from California State University, Northridge. While in school, she served as an officer for her club, a student intern for the dietetic center, and a writer for the VA dietetic newsletter. Jennifer has previously worked in dietary administration for over four years in a regionally top ranked hospital. She also spent time working as an Executive Assistant in the entertainment industry.
Shawn
Client Service Associate
Shawn is from the Tarheel State of North Carolina and attended North Carolina Agricultural and Technical State University …. Aggie Pride! Shawn has focused her career on driving sales performance and achieving sales success in the financial and technology sectors and previously served as Business Development Representative for a prestigious software company. Outside of her 8020 career, Shawn sits on the Board of Directors for a Non-Profit Organization Sisters of the Dove and is a natural entrepreneur, owning her own skin care product line as well as making signature homemade cheesecakes for nationwide distribution. Shawn enjoys doing weekend Pop-up Shops, planning her family reunion of over 150 people and traveling across the country.
Josh
Accounting Manager
Since starting his career in accounts payable to his current position as the Corporate Accounting Manager, Josh has had the opportunity to work in a diverse set of industries as varied as legal services, property management, securities, manufacturing, non-profit, and market research. He has been involved in responding to the needs of external auditors, creating financial statements, and documentation of accounting procedures. Josh is a CPA with a degree in Finance from California State University, Northridge.
Monique
Client Service Associate
Monique is an experienced sales professional and has a track record of being a top performer in her past roles, one being with a prestigious sales firm located in Charlotte, NC. As a business to business sales associate, Monique helped launch a small to medium business initiative with one of the fastest growing financiers in the country. Monique holds a Bachelor of Arts in Communication from UNC-Charlotte and in her free time enjoys photography and contributing to her weekly podcast.
Our Team
David
Kelly
Shawn
Travis
Erin
Michael
Scott
Devon
Susan
Angela
Dan
Brian
Jaime
Matt
Maureen
Mark
Carol
Adam
Jessica
Julian
Jorge
Kim
George
Corey
Greg
Danelle
Carlos
Sangita
Will
Heidi
Mitch
June
Anthony
Jennifer
Brett
Brad
Chona
Chris
Renee
Brandon
Jackson
John
Radha
Emir
Yingfei
Tommy
Henry
Lester
Mike
Federico
Mary
Neil
Joe
Deb
Christine
Amish
Seena
Erika
Jeff
Kristen
Marco
Kevin
Amy
Waqas
Lizai
Rathid
Thanh
Lindsay
Casandra
Prashant
Chris
Dan
Lizzette
Vikram
Amber
Ben
Jennifer
Shawn
Josh
Monique
financial consulting in los angeles
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