Boardroom Media (CFO News)
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 Philadelphia 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.
Sean Quinn
Chief Financial Officer of Sagent Lending Technologies
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About Sagent Lending Technologies: Sagent Lending Technologies brings an entrepreneurial energy to clients that’s grounded by industry-leading credibility.
Elizabeth Haerling
Chief Financial Officer of MissionOG
Liz is responsible for financial administration, accounting and reporting to limited partners, budgeting, forecasting, and cash management, among other functions. Prior to MissionOG, Liz worked for Graham Partners as Director of Fund Reporting and Senior Controller. Before Graham, Liz worked for Deloitte in its Audit Practice. Liz graduated with a Bachelor of Science in Business Administration with a degree in Accounting from Bucknell University. Liz also holds the Certified Public Accountant designation.
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About MissionOG: MissionOG provides capital to early and growth stage B2B technology companies.
Scott Shebelsky
Chief Financial Officer of Lovell Minnick Partners
Scott joined the Philadelphia office of LMP in 2016 and was named Chief Financial Officer in 2019. He is responsible for the firm’s finance and administration functions, and also serves as Chief Compliance Officer. He joined LMP from Preferred Sands, where he served most recently as Director, Corporate Development. His responsibilities included driving the company’s overall M&A and corporate strategy, and management of the Tax, Treasury, and Risk Management functions. Scott is a CPA and a former Senior Consultant with Deloitte Tax. Scott earned his Master in Taxation (LL.M) from the Villanova School of Law, his J.D. from Widener University School of Law, and holds a Bachelor of Science degree in Accounting from the Pennsylvania State University.
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About Lovell Minnick Partners: Lovell Minnick Partners focuses on investments in the global financial and business services sectors.
Susan Deakins
Executive Vice President, Chief Financial Officer of Penn Mutual
Susan Deakins joined Penn Mutual in 1983 and currently serves the company as Executive Vice President, Chief Financial Officer and is a member of the Executive Team. Ms. Deakins is responsible for Penn Mutual’s overall financial management function, including capital management, expense management, financial planning and projections, financial reporting, rating agency relationships, risk management and tax planning. Her career with the company began as a member of the Penn Mutual actuarial development program and has included a succession of progressively responsible positions within its actuarial and financial operations. Her breadth of responsibilities over the years in such areas as product pricing, liability valuation, modeling, actuarial assumption governance, profitability analysis, and as corporate actuary have greatly benefited the company. Ms. Deakins graduated from the University of Pennsylvania’s Wharton School with a Bachelor of Science degree in economics. An active member of her profession, she is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Ms. Deakins lives in Berwyn, Pennsylvania, with her three children.
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About Penn Mutual: Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
Gregory Frost
Chief Financial Officer of Hartford Funds
Gregory Frost is the chief financial officer for Hartford Funds. In this role, Greg is responsible for all aspects of finance and corporate accounting for the firm, including planning and budgeting activities, all financial analysis, and corporate developement. He also oversees the technology and operations functions for Hartford Funds. Greg joined the organization in 2012. Prior to joining the company, he worked for Janus Capital Corporation for almost 15 years in several roles, most recently as CFO. Greg is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 27 registered. Originally from Colorado, Greg attended the University of Colorado at Boulder where he received a bachelor’s degree with an emphasis in accounting.
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About Hartford Funds: Hartford Funds is a registered investment advisory firm.
Gerald F. Sopp
Executive Vice President, Chief Financial Officer & Corporate Secretary of DNB Financial
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About DNB Financial: DNB Financial provides a broad array of consumer and business banking products.
Bob Hughes
Chief Financial Officer of Atikus
Bob is responsible for implementing Atikus’ global financial strategy, including the development of assessment criteria for organizational financial performance, and overseeing Atikus’ long-term budgetary planning and cost management. Bob’s career spans 30 years in insurance services both in the U.S. and international markets. Prior to joining Atikus, Bob was Head of International Finance for Aetna. He also spent 25 years at Cigna, where he served as Senior Vice President and Chief Financial Officer of Cigna International. Previously, he was the Senior Vice President and Managing Director of Cigna International HealthCare Benefits, Vice President and Chief Financial Officer of Health Services, and Cigna’s General Auditor. He earned a BA from Villanova University.
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About Atikus: Atikus seeks to improve financial inclusion for micro, small and medium enterprises.
