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 United States based CFO’ operating in the Wine And Spirits 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.
Frederic Lavoie
CFO of Flaviar
Frederic Lavoie is the CFO at Flaviar.
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About Flaviar: Flaviar, a spirits tasting club, offers a subscription service that helps members discover new liquor products through sample tasting packs.
Brian Gilliam
CFO of William Chris Vineyards
Brian Robert Gilliam is a high energy hands-on finance professional with demonstrated ability to drive successful execution for over 20 years in diverse market conditions across multiple industries. Gilliam received his bachelor’s degree from Texas A&M University – College Station in business administration and finance in 1986. In addition, Gilliam completed graduate level coursework towards MBA and numerous certification programs in accounting, corporate finance, and financial modeling and treasury operations. Brian Gilliam is a business oriented professional with experience to effectively communicate & integrate strategic, operating, and finance objectives. Gilliam has proven ability to build and leverage relationships across organizations and at all levels. He is flexible, consistent team player sought after for decision support in improving productivity, efficiency and bottom-line results. Brian Robert Gilliam has had tenures at Patagonia, Nike and General Electric. A trusted and valued resource to several CEO’s, CFO’s, Board of Directors, and Institutional Investors, Brian Robert Gilliam has balanced leadership experience from emerging growth to large cap companies. Gilliam has a clean and successful working history with commercial banks, investment banks, and analysts. Gilliam has extensive experience with capital markets, strategic & tactical alignment, complex deal & negotiation experience, global operations, accounting standards, enterprise risk management, legal issues, corporate performance management, and corporate governance. As the CFO of Fiberio Technology of Austin, Texas, Brian Gilliam is responsible for all Finance, Accounting, HR and Legal functions of a startup company that develops and supplies equipment for the fabrication of nanofibers. He was recruited by the CEO to develop standardized accounting and financial reporting framework, systems infrastructure, policies, budgeting, forecasting, corporate performance management, audit functions, bank relations, risk management and interface with capital markets. As the Director of Finance of Renew Data Corporation of Austin, Texas, Gilliam was responsible for all Finance & Accounting functions of a global technology service and software provider. He reported directly to the CEO. Gilliam’s main responsibilities included monthly financials, board package preparation, budgets orecast, and development of policies and procedures. He was primarily responsible for all capital market positioning and capital funding including 3 rounds of equity fundraising including all financial due diligence and legal paperwork and investor relations (over $70M raised). Gilliam handled all bank relations including negotiations on multiple facility amendments in a tough credit market, equipment and building lease negotiations, and all compliance documents. Gilliam also managed external audits and made determinations for revenue recognition.
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About William Chris Vineyards: William Chris Vineyards is a winery firm that produces high-quality grapes growth and vineyard that are sold via the online store.
Jane Morreau
EVP & CFO of Brown-Forman Corp.
Jane Morreau is executive vice president, chief financial officer, for Brown-Forman Corporation. She also serves on Brown-Forman’s Executive Leadership Team. Morreau joined Brown-Forman in 1991 as manager of financial analysis. In 1995, she began acting as director of the Business Planning & Analysis Group and one year later was appointed assistant vice-president. In 1997, Morreau was appointed vice president, and in 2001 she joined the Hartmann Inc. board of directors. Most recently, she was chief production officer. Prior to coming to Brown-Forman, Morreau spent over 11 years at Kentucky Fried Chicken Corporation (now known as Yum! Brands.) She earned her bachelor’s degree in commerce and a master of business administration degree from the University of Louisville and she is a CPA. Morreau and her husband, reside in Louisville with their two children.
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About Brown-Forman Corp.: Brown-Forman is one of the American-owned spirits and wine companies.
David Klein
EVP, Chief Financial Officer of Constellation Brands
David Klein is Constellation’s executive vice president and chief financial officer reporting to Rob Sands, chief executive officer. Heis responsible for accounting, investor relations, financial decision support, financial planning and analysis, internal audit, treasury, tax, corporate development and information technology. David is a member of the Executive Management Committee. David joined Constellation in 2004 as vice president of business development. He also held roles as CFO of Constellation Europe; SVP, treasurer & controller; and CFO, Beer Division. David managed all aspects of finance for international and domestic businesses, championing improvements to free cash flow generation and optimizing the company’s capital structure. Before joining Constellation, David held the chief financial officer role at Montana Mills, an IPO company, where he led the transformation from private to public company and then subsequently led the sale of Montana Mills to Krispy Kreme. David also held the chief financial officer role at NetSetGo, an internet and network services startup that won several business and technical awards. Prior to these entrepreneurial positions, David served as the director of mergers & acquisitions at Xerox Corporation and as director of finance & accounting for Harris Corporation.
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About Canopy Growth, Constellation Brands: Constellation Brands is a producer and marketer of beer, premium wine, and spirits brands.
Geraldine Smrcina
Chief Financial Officer of Mistica Foods
Geraldine Smrcina, is the CFO of Mistica Foods, LLC, a woman owned food service organization. Previous roles include Director of Finance for the Million Dollar Round Table (MDRT) and its Foundation. As International Controller of OSI, LLC, CFO at Briskin Manufacturing, a division of General Motors Corp, and Controller at Maytag International Corporation. Keynote Speaker for several organizations including the National Association of Urban Bankers and Project Management Association. She also is an Advanced Certified Facilitator at the University of Phoenix, where she was awarded the Educator of the Year Award in 2008. Co-authored articles in Association Forum Magazine. Earned her PhD from University of Illinois, MBA University of Phoenix. She holds her CPA and CMA.
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About Mistica Foods: MF an independent, woman-owned company providing custom menu and supply chain solutions to foodservice as well as retail channels.
Danielle Diliberti
CFO of I Like This Grape (ILTG)
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About I Like This Grape (ILTG): A digital media company bridging Wine with Fashion, Film, Food and Music for a modern generation
Celeste Royal
CFO of Dented Brick Distillery
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About Dented Brick Distillery, First Tracks SBA: Dented Brick Distillery is a grain-to-glass craft distillery located in SLC.
Katherine DeVillers
Chief Financial Officer of Vintage Wine Estates
Katherine DeVillers is the Chief Financial Officer at Vintage Wine Estates.
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About Vintage Wine Estates: Vintage Wine Estates is a wine & spirits company specializing in wines and services.
Stephen Votto
Co-Founder / CFO of Votto Vines
Stephen Votto is chief financial officer and manager of investor relations. Steve works closely with Michael Votto on all financing and accounting related issues and works closely with Peter, Nicholas and Jeremy on logostics, sales analytics and strategic development. Steve earned an economics degree from Union College. Stephen’s background includes working at one of the leading asset management firms in the United States. He is a dual citizen of the United States and the Italian Republic.
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About Franklin Templeton Investments, Votto Vines: Votto Vines is a wine importing and distribution company specializing in highly rated and boutique wines from Italy, Spain, and France.
Alex Russell
Chief Financial Officer of Solid State Beverages
Founder Alex Russell, with prior experience in finance and accounting, will manage day-to-day business finances, search for cost-cutting solutions, and seek out potential revenue producing opportunities. Alex Russell will be responsible for all accounting practices including preparing all necessary financial statements, overseeing budgets, and preparing local, state, and federal tax returns as needed for Solid State Beverages LLC. Alex Russell will also oversee everyday business operations.
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About Solid State Beverages: Solid State Beverages LLC is currently in the process of commercial formulation of two products: alcoholic popsicles (Shotsicles).