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 Columbia 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.
Tim Schaller
Chief Financial Officer of New Enterprise Associates
Tim Schaller joined NEA in 2008 as Chief Financial Officer and is responsible for finance, investment operations, facilities, and information technology. Prior to joining NEA, Tim was Chief Financial Officer at Algenol Biofuels Inc., a Florida-based alternative energy company. He began his career at PricewaterhouseCoopers (C&L), where he was a Manager specializing in financial services. Tim earned his bachelor’s degree in accounting from Loyola College of Maryland and his master’s degree concentrating in financial management from Johns Hopkins University.
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About New Enterprise Associates: New Enterprise Associates is a global venture capital firm investing in technology and healthcare.
Curtis Buser
Managing Director and Chief Financial Officer of The Carlyle Group
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About The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Bill Gore
CFO of Verituity
Bill Gore is the Chief Financial Officer at VERITUITY.
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About Verituity: Verituity is a verified digital payments platform that connects banks, businesses, and payees to first-time and on-time digital payouts.
Bernard Lauwers
WBG CFO Office, Special Initiatives of THE WORLD BANK
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About THE WORLD BANK: The World Bank Group provides financial and technical assistance to developing countries.
Tom Grossi
Chief Financial Officer of Pie Insurance
Tom Grossi joined Pie in July of 2019 and will be responsible for developing and implementing the company’s financial strategy. Prior to Pie, Tom has been CFO at Optoro, a senior finance executive at Opower, and a partner at venture capital firm NEA. Tom has provided consistent support to companies that included improving their forecasting, planning, and budget processes. He has extensive experience leading high-growth, venture-backed organizations. Tom earned a B.A. and M.A. in Computer Science from Harvard University and an M.B.A. from Harvard Business School.
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About Pie Insurance: Pie Insurance is a leading tech-enabled provider of workers’ compensation insurance to small businesses.
Steven J. McGarry
Executive Vice President and Chief Financial Officer of Sallie Mae
He is responsible for finance, accounting, and treasury activities, as well as equity and fixed income investor relations. He serves as the lead financial spokesperson for the company. A 17-year veteran of Sallie Mae, Steve appreciates its entrepreneurial atmosphere. He believes in the higher education value proposition and in the company’s mission of helping students get the education and training they need to succeed in today’s complex economy.
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About Sallie Mae: Sallie Mae is an American corporation that originates, services, and collects student loans.
George Quinn
Chief Financial Officer of Zurich Insurance Group
George Quinn (born 1966, British citizen) started his career at KPMG 1988 in London where he held several positions working with the insurance and reinsurance industry. He joined Swiss Re in 1999 as Chief Accounting Officer based in Zurich and later served as CFO for Swiss Re Group’s Financial Services. Mr. Quinn became the Regional CFO for Swiss Re Americas based in New York in 2003. Since March 2007 he served as Swiss Re Group’s Chief Financial Officer. Mr. Quinn joined Zurich in May 2014 as Chief Financial Officer.
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About Zurich Insurance Group: The Zurich Insurance Group is a multi-line insurance provider that delivers general insurance and life insurance products and services.
Lana Bronipolsky
VP of Finance & CFO of MPOWER Financing
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About MPOWER Financing: MPOWER Financing is a social benefit corporation financing domestic and international students.
Gary Mathiesen
CFO of E-xact Transactions
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About E-xact Transactions: E-xact Transactions E-xact has provided fast, secure, and innovative online transaction solutions for over 15 years.
Jesse Cushman
CFO of StreetShares Platform
Jesse Cushman is the CFO at [StreetShares](https://www.crunchbase.com/organization/streetshares-inc#/entity).
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About StreetShares Platform: StreetShares Platform is a saas technology that powers banks, credit unions, and non-financial organizations.
Steve Mullins
CFO of Bloom
Steve is a long-time Chief Financial Officer, having served as a CFO for multiple technology companies and investment funds over the past 20 years. Steve served as the CFO for a publicly traded company on the NASDAQ. He has also served in company board of director positions chairing Audit Committees including being a member of the Board of Visitors at George Mason University serving as Chairman of the Audit Committee.
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About Bloom, EarthOptics, Endera Systems, LLC, INADEV, KBW Ventures, LogicNets, Percipient.ai, Qmulos, Rebellion Defense, RedJack, SignalFrame: Bloom is an end-to-end protocol for decentralized identity issuance, identity verification, and anti-fraud.
Kevin Gates
Chief Financial Officer of Direct Connect
Kevin brings more than 20 years of finance-related experience to his role at Direct Connect. His finance and accounting background is very diverse and it includes positions in auditing and taxation with national and local public accounting firms, public company experience, and tenure at founder-owned and -managed businesses. Prior to joining Direct Connect, Mr. Gates was Senior Vice President of Finance & Administration at a leading Northern Virginia-based market intelligence firm. Mr. Gates is a CPA, and holds an undergraduate degree from the College of William and Mary, and an MBA from George Mason University.
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About Direct Connect: Direct Connect operates as a merchant services provider.
Moe Niknami
Chief Financial Officer of VoPay
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About VoPay: VoPay is a leader in payment innovation, digitizing online bank account payments with speed and transparency.
David Yoo
CFO of Roadman Investments
David Yoo (柳 珍) is the Chief Financial Officer of Urban Select Capital Partners Corp. and managing director of China Select Capital Hong Kong. From 2008 to 2009, Mr. Yoo served as a managing director and Head of the Americas at SF Investment Co., a Seoul-based private equity firm with assets of over US$500 million. Mr. Yoo was at EarlyBirdCapital from 2004 to 2008 as a vice president in investment banking, where he participated in over 40 public and private equity offerings, raising gross proceeds exceeding US$2.5 billion. He also was a vice president for Dalewood Associates, LP, a private investment fund in the technology, alternative energy, and consumer sectors. Mr. Yoo was previously at Ardour Capital, KPMG International, and the Doosan Group in Korea. He has served as a director and member of the audit committee of Tremisis Energy Acquisition Corp. II (NYSE Amex: TGY) since 2008. Mr. Yoo earned a B.A. from the University of California at Berkeley and an M.B.A. in finance from the Leonard N. Stern School of Business at New York University.
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About Roadman Investments: Roadman Investments is an investment issuer that focuses on investing growth capital in private and public companies.
Gabe DiClerico
CFO of ImpactAssets
Gabe oversees the day-to-day operations of the Giving Fund program. Formerly, Gabe was a Senior Auditor at Deloitte & Touche, serving Investment Management clients. He previously worked at St. Joseph’s Carpenter Society, a housing and community development organization in Camden, New Jersey, where he helped develop financial literacy education for future low and middle income homeowners and assisted with accounting and finance functions. Gabe holds a BS in Economics from the Wharton School at the University of Pennsylvania, with a triple Concentration in Management, Accounting, and Operations and Information Management. He is a Certified Public Accountant (CPA), licensed to practice in Pennsylvania, and is a member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). He lives in Washington, DC with his wife and in his spare time is a volunteer coach for a grade school boys basketball team.
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About ImpactAssets: ImpactAssets is a nonprofit financial services firm that enables philanthropists and individual investors to engage in impact investing.
Sean Bromley
CFO of Cosigned
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About Cosigned: Non-recourse, secured small business acquisition loans for new high school graduates.
Ryan Schauble
Co-Founder & CFO of Liquuid
Ryan is a forward-thinking CPA and Business Generalist with over twenty years of experience developing and implementing sustainable financial systems, processes, and internal controls that significantly improve P&L outcomes. He is conversant with large-value corporate transactions including acquisitions and earn-outs. Ryan is strategically focused on innovation, growth and integration.
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About Liquuid: Liquuid Home Ownership is reshaping home ownership and investment, one slice at a time
David Miles
Chief Financial Officer of Lara Exploration
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About Lara Exploration: Lara Exploration is an intelligent investment in exploration and acquisitions that leads to discovery and value creation.
Neeraj Vohra
CFO of Rate Reset
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About Rate Reset: Loan Acquisition, Retention & Reset Software
Brad Carlyle
Chief Financial Officer of Agreement Express
Brad Carlyle is the Chief Financial Officer at Agreement Express,
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About Agreement Express: SaaS platform that automates the client onboarding process for financial services firms.
Bart Kane
Portfolio CFO of The CFO Center Limited
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About The CFO Center Limited: The CFO Centre Group is now the Global No.1 provider of part-time FD and CFO services.
Anike Li
Co-Founder & CFO of MatchSpread
Co-Founder at MatchSpread
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About MatchSpread: Marketplace for Corporate Foreign Exchange transactions. Shop buy/sell FX rates from multiple FX brokers.
Kiya Hushyar
Chief Financial Officer of Progressa
Kiya Hushyar is the Chief Financial Officer at Progressa.
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About Progressa: Millions of Canadians have had their credit rating impacted by overdue bills and items that have gone to collections.