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 Tennessee 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.
David Crenshaw
Chief Financial Officer & Corporate Secretary of Confirmation
David Crenshaw serves as the Chief Financial Officer and Corporate Secretary of Confirmation.com. A mergers and acquisitions attorney and certified public accountant by training, David oversees the accounting, finance, legal and human resources divisions of the company. Prior to joining Confirmation.com, David practiced corporate law at Nashville-based Sherrard Roe Voigt & Harbison, PLC specializing in complex acquisitions, equity and debt financings, securities law, and corporate governance matters. He regularly represented venture capital and private equity clients in various business transactions, investment strategies, joint ventures, and other strategic alternatives. Before practicing law, David served as a certified public accountant for Ernst & Young, LLP performing audits and transaction advisory services for fortune 500 clients with headquarters in and around middle-Tennessee. David has a Juris Doctorate from Vanderbilt University and a Masters of Accounting from the University of Tennessee.
Follow David Crenshaw:
About Confirmation: Confirmation is the leading digital platform and global network for confirming financial data.
Philip Stephens
CFO of Peoples Home Equity
Philip Stephens is a CFO at Peoples Home Equity.
Follow Philip Stephens:
About Peoples Home Equity: Peoples Home Equity, Inc. is dedicated to the simple goal of helping Americans achieve the dream of responsible home ownership.
Philip Stephens
CFO of Peoples Home Equity
Philip Stephens is a CFO at Peoples Home Equity.
Follow Philip Stephens:
About Peoples Home Equity: Peoples Home Equity, Inc. is dedicated to the simple goal of helping Americans achieve the dream of responsible home ownership.
Jay Ferguson
CFO of Mountain Group Capital
Mr. Ferguson is the Chief Accounting and Administrative Officer at Mountain Group Partners. In his role, Mr. Ferguson is responsible for day-to-day interactions with the Limited Partners on administrative items. As well, Mr. Ferguson is responsible for overseeing the funds’ accounting, audits, tax returns and other required reporting. Mr. Ferguson brings a wide range of experience in a high growth environment having been a part of Asurion from 2000 to 2014. During this period, Mr. Ferguson helped develop the finance infrastructure and was involved in the launch of several international opportunities. Mr. Ferguson served several years as the Assistant Corporate Controller responsible for global consolidations and administration of global accounting policies. As well, in his last couple of years, Mr. Ferguson served in roles integrated into and supporting the business units directly, with the last role being CFO of the Customer Care business unit. Prior to Asurion, Mr. Ferguson spent five years in audit with Arthur Andersen where he served clients in the entertainment, property and casualty insurance, music publishing and recording, real estate, logistics, construction and manufacturing industries. Mr. Ferguson received a BS in Accounting, in addition to a Masters in Accounting, from the University of Tennessee. Mr. Ferguson is a Certified Public Accountant with a license in Tennessee and is a member of the Tennessee Society of Certified Public Accountants, as well as the American Society of Certified Public Accountants.
Follow Jay Ferguson:
About Mountain Group Capital: Mountain Group Partners is an investor dedicated to investing in and actively guiding transformation businesses in the Life Science.
Michael K. Waddell
Executive Vice President & Chief Operating & Chief Financial Officer of FTN Financial Securities Corp.
Follow Michael K. Waddell:
About FTN Financial Securities Corp.: FTN Financial Securities Corp. is a broker dealer. The firm trades in various securities including corporate bonds, non-agency mortgage.
Joel Oertling
VP Finance/CFO of Avondale Partners
Joel has served as Avondale’s CFO since the firm’s founding in 2001. Previously, he was a limited partner and controller for nine years at J.C. Bradford & Co. From 1984-1992, he served as an audit manager at Deloitte & Touche. Joel received his BS in accounting from Louisiana Tech University and his MS in finance from Louisiana State University. He is a Certified Public Accountant.
Follow Joel Oertling:
About Avondale Partners, Bright Investments: Avondale Partners is an employee-owned investment banking and asset management firm nationally known for our healthcare expertise.
Clay Whitson
Chief Financial Officer of i3 Verticals
Clay Whitson is the chief financial officer of [i3 Verticals](https://www.crunchbase.com/organization/charge-payment), a technology and integrated payments that offers credit and debit card transaction processing services. Previously, he held the same position at Edo Interactive. Whitson holds a bachelor’s degree in English from Southern Methodist University and an MBA from the University of Virginia.
Follow Clay Whitson:
About i3 Verticals: i3 Verticals offers businesses with credit and debit card transaction processing services.
John R. Haddock
Chief Financial Officer of First Security Group
John R. Haddock has served as Executive Vice President, Secretary and Chief Financial Officer of First Security Group, Inc. (the “Company”) and FSGBank, National Association (the “Bank”) since February 2011. He served as Corporate Controller of Company and the bank from 2006 to February 2011. He is a Certified Public Accountant and holds a Master of Accountancy degree and a Bachelor’s degree in Business Administration, both from the University of Tennessee.
Follow John R. Haddock:
About : FSG Bank serves the banking and financial needs of our communities within Tennessee and Northern Georgia,