Managing new client development for Asset-Based Loans in the Midwest for a large regional bank over the last 13 years, I witnessed a waxing trend where the direct client sourcing and execution of a financing transaction moved away from me… Continue Reading
AJ Austin
Analyst
Keith Chulumovich
Managing Director, CPA, CTP
Marco Eadie
Managing Director
Alec Girdler
Senior Associate, CPA
Susan Koss
Managing Director, CPA/ABV/CFF, CVA
Julie Lock
Associate
Patrick O'Keefe
Founder and CEO, CPA/ABV/CFF, CTP, MAFF
Michael Petix
Director, CPA
Matthew Rizzo
Managing Director, CPA, CVA
John Ruther
Managing Director, CPA/ABV/CFF, CGMA
Brian Vargason
Associate
Violeta Zdravkovic
Managing Director, CPA/ABV/CFF, CFE
