It’s lonely at the top.

As a Founder and CEO, you bear the weight of the company on your shoulders. You experience the highest of professional highs, and terrible lows…sometimes on the same day.

It’s a dizzying ride at times, and you can’t burden others with it.

From idea, to launch, to fundraising, to building a team and scaling the business, and, ultimately, to exit…I’ve been there. I get it.

I started CFO JOE to help Founder-CEO’s navigate their entrepreneurial journey with the aid of an experienced, strategic, and financial perspective in order to see around corners, obliterate obstacles, and stay on track to create the most value for yourself and your stakeholders.

All while keeping you sane.

Experience:

Founder and CEO, Greetabl, an e-commerce gifting company.

• Grew revenue from $0 to over $5MM

• Inc. 5,000 Fastest Growing Company 2021 (#3,291)

• Raised $2.5MM in equity

• One patent issued and significant earned media

• Sold December 2022

Co-founder, Exchange Ventures Limited: a Mauritius-based investment vehicle for the founding of Soho House Mumbai.

• Raised £9MM in equity

• Significant financial and operational responsibilities on the ground in Europe and Asia

Vice-President, Global Investment Research (Consumer-Retail) at Goldman Sachs – New York

Associate, Equity Research (Restaurants) at Bear Stearns – New York

Auditor, Assurance and Advisory at Ernst & Young – St. Louis

Accolades | Accreditations | Associations:

• CFA® Charterholder

• Certified Public Accountant (unlicensed)

• Pipeline Entrepreneurs (2017 fellow)

• Arch Grants Recipient (2014)