Steve is an MGO director based out of the Florida office and has more than 30 years of professional strategy, finance, and operations experience helping clients achieve financial success, scalable growth, and profitability. He is passionate about providing value-added advisory services to clients and developing hands-on relationships with his clients to help them meet their goals and objectives. His areas of experience include financial and operational strategy; private equity, debt financing, financial reporting, budgeting, and forecasting; accounting, tax, treasury, and risk management; buy- and sell-side due diligence; financial planning and analysis, M&A post-merger integration and divestiture, and ERP/MRP system implementations.
Steve strives to add value to his private and public clients, dynamically serving them in all areas of financial advisory and accounting services (FAAS).
EDUCATION AND PROFESSIONAL DESIGNATIONS
McGill University, MBA in Public Accounting
McGill University, B.S. in Physiology
American Institute of Certified Public Accountants, Member
Florida Society of Certified Public Accountants, Member
Valencia Lakes HOA, Former Treasurer and Board member
Children’s Friend, Former President & Board Chair