At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Florida based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
James “Woody” Woodall
Chief Financial Officer of FIS
James “Woody” Woodall serves as chief financial officer of FIS and is responsible for enterprise-wide oversight of all aspects of FIS’ financial operations, including controllership, treasury, investor relations, financial planning and analysis and corporate development functions, in addition to FIS’ capital allocation strategy. A strategic financial leader, Woodall served as senior vice president, chief accounting officer and controller for FIS for five years before becoming chief financial officer. Prior to joining FIS in 2008, he served as vice president of finance at Eclipsys Corporation; executive director and controller of AT&T’s southeast region; senior manager in the audit practice of PricewaterhouseCoopers, serving technology and communications clients; and more. Woodall is a CPA and was a member of the Business Advisory Council for Troy State University where he earned his bachelor’s degree in accounting. Woodall’s leadership activities in the Jacksonville (Fla.) community include board of trustee roles at the Jacksonville Museum of Science and History and the Sanctuary on 8th Street, an organization that works to expand opportunities for children and families through education, social services, recreation and the arts.
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About FIS: FIS focuses on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions.
Igor Pesin
Co-Founder & CFO of Arival
Igor is serial investor and entrepreneur, co-founder of fintech VC fund Life.SREDA (Singapore) and licensed digital bank for businesses Arival Bank (US). Igor has started his career in management consulting (Strategy Partners Group, KPMG) with the specialization in IT, finance and consumer goods sectors. He continued his career in banking (BCS Bank) and tech M&A (AFK Sistema) focusing on strategy and business development. After receiving an MBA in School of Management SKOLKOVO and innovation and entrepreneurship Executive program at the MIT Sloan School of Management, Igor participated in several IT start-ups and joined a newly formed VС fund Life.SREDA (Singapore), where he participated as CIO in 20+ investment deals in the fintech space across the world, including 9 exits to date. In 2018 Igor with co-founders started a new venture – licensed digital bank for international businesses Arival Bank, tailored for undeserved business clients, such as investment funds, fintechs, crypto, multinational global entrepreneurs, brokers, freelancers etc.
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About Arival, Life.SREDA: A fintech company building banking services for businesses and entrepreneurs across the world.
Jay C. Horgen
CFO of Affiliated Managers Group
Jay Horgen joined AMG in 2007 as Executive Vice President in charge of the Company’s New Investments effort, and became Chief Financial Officer in 2011. Prior to joining AMG, Horgen was a founder of Eastside Partners, a private equity firm. From 1993 to 2005, Horgen was an investment banker serving as a managing director in the Financial Institutions Group at Merrill Lynch and, prior to that, he worked as an investment banker in the Financial Institutions Group at Goldman, Sachs & Co. Horgen received a B.A. in Economics and Mathematics from Yale University.
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About Affiliated Managers Group: Affiliated Managers Group is a asset management company with boutique investment management.
Michael W. Grandstaff
CFO & EVP of Strategic Planning and Acquisitions of Patriot National Insurance Group
Mr. Grandstaff is the principal financial officer for Patriot National Insurance Group. He joined Patriot as Senior Vice President and Chief Financial Officer in February 2008. Prior to joining Patriot, Mr. Grandstaff served in a number of financial leadership roles with insurance and insurance services organizations, including American Community Mutual Insurance Company, a mutual health insurance company, Meadowbrook Insurance Group, a commercial property and casualty insurance and insurance services company and Titan Holdings, Inc., which went public in 1993 and was sold to The Travelers Companies in 2000. Mr. Grandstaff is a certified public accountant and earned his BA and MBA in Accounting from Michigan State University.
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About Patriot National Insurance Group: Patriot National Insurance Group is a provider of workers’ compensation insurance and services.
Claire Carter
Chief Financial Officer of GenTrust
As Chief Financial Officer, Ms. Carter’s responsibilities include overseeing the Company’s financial reporting, budgeting, and billing. In addition, Ms. Carter serves as Head of Operational Due Diligence for GenTrust’s affiliate, Catenary Alternatives Asset Management, LLC, working with Catenary’s fund administrator, auditors and other business partners. She is also responsible for overseeing operational due diligence on the underlying funds in which Catenary invests. Prior to joining GenTrust, Ms. Carter worked for 4 years as the Controller of Berens Capital Management, LLC, a $1.3bn fund of hedge funds. As Controller, Ms. Carter was responsible for the accounting, audit, tax work and operational due diligence of the firms eight fund of funds, one private equity vehicle and the management company. Ms. Carter began her career at Ernst & Young, LLP in the Financial Services Office where her clients included a buyout private equity firm and one of the largest private equity fund of funds. Ms. Carter graduated from Fairfield University with a B.S. in accounting and finance. She is a Certified Public Accountant.
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About GenTrust: GenTrust provides a comprehensive and flexible array of investment solutions to ultra high net worth individuals and family offices.
Gary Rubin
CFO of Phyto Partners
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About : Phyto Partners is a venture capital fund that operates in and around the cannabis industry.
Lynn Giachetti
CFO of Corporate Spending Innovations (CSI)
Lynn Giachetti brings over 25 years of public accounting expertise to the company and oversees all areas of finance including taxation, financial reporting, forecasting and valuations. She joined CSI in 2012 as Controller and was promoted to CFO shortly after. Prior to joining CSI, Lynn was a partner in the accounting firm SG Valuation and Accounting Services, LLC which was sold to McManamon and Company. She majored in accounting at Baldwin Wallace College.
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About CapStone Holdings, Corporate Spending Innovations (CSI): Global B2B Payments and Accounts Payable (AP) Automation
William Silverman
Chief Financial Officer & Founder of InvestReady
William Silverman joined InvestReady as Co-Founder & CFO in 2013.
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About InvestReady, Leonard M. Miller School of Medicine, Leonard M. Miller School of Medicine: InvestReady provides compliance services and investor verifications for online crowdfunding.
Charles Keen
Chief Financial Officer of ALA Services
Charles Keen is an accomplished financial professional with over 20 years of progressive experience in the financial industry. He worked for Arthur Allen at ASG Software Solutions for 14 years prior to joining ALA Services. Charles received his Bachelor’s degree from Florida Gulf Coast University. His expertise is a tremendous asset to the ALA Services Team.
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About ALA Services: ALA Services is the investment entity of Arthur L. Allen.
Michael Watson
Chief Financial Officer of Hedinger Group
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About Cardinal, Hedinger Group: Hedinger Group is an asset management firm for commercial real estate, private equity and early-stage high growth technology services.
Susan DiNardo
Chief Financial Officer of Litai Assets
Susan DiNardo is a results driven financial executive with more than 20 years of experience. She joined Litai Assets in 2008. Her responsibilities include finance and treasury, financial planning and budgeting, accounting, human resources and internal audit. She has gathered a wealth of finance related experience in manufacturing, non-profit organizations, and servicing companies as an employee and a consultant. She has managed substantial IT projects where she was instrumental in the success of new implementations. Susan is a member of Sage Partners, Women in Numbers, Admiral Consulting, and ePartners Alumni. In 2008 Susan was recognized by The National Association of Professional Woman for her excellence and dedication.
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About Litai Assets: Litai Assets is an independent third-party asset manager focused on life settlements portfolio management.
Susan DiNardo
Chief Financial Officer of Litai Assets
Susan DiNardo is a results driven financial executive with more than 20 years of experience. She joined Litai Assets in 2008. Her responsibilities include finance and treasury, financial planning and budgeting, accounting, human resources and internal audit. She has gathered a wealth of finance related experience in manufacturing, non-profit organizations, and servicing companies as an employee and a consultant. She has managed substantial IT projects where she was instrumental in the success of new implementations. Susan is a member of Sage Partners, Women in Numbers, Admiral Consulting, and ePartners Alumni. In 2008 Susan was recognized by The National Association of Professional Woman for her excellence and dedication.
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About Litai Assets: Litai Assets is an independent third-party asset manager focused on life settlements portfolio management.
Mena Bielow
Principal, Chief Financial Officer and Chief Compliance Officer of Evensky & Katz/Foldes Financial Management
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About Evensky & Katz/Foldes Financial Management: Evensky & Katz/Foldes Financial Management is an investment advisory firm.