Amelia Lockhart
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Amelia Lockhart Email & Phone Number

Strategic CFO with a COO Mindset | Driving Profit & Operational Efficiency for Construction, E-commerce, and Professional Services at Path to Profits Consulting
Location: Bellingham, Washington, United States 17 work roles 5 schools
1 work email found @equitable.com 6 phones found area 774, 508, 610, and 860 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email a****@equitable.com
Direct phone (774) ***-****
LinkedIn Profile matched
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Current company
Role
Strategic CFO with a COO Mindset | Driving Profit & Operational Efficiency for Construction, E-commerce, and Professional Services
Location
Bellingham, Washington, United States

Who is Amelia Lockhart? Overview

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Quick answer

Amelia Lockhart is listed as Strategic CFO with a COO Mindset | Driving Profit & Operational Efficiency for Construction, E-commerce, and Professional Services at Path to Profits Consulting, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 774, 508, 610, 860, and a matched LinkedIn profile for Amelia Lockhart.

Amelia Lockhart previously worked as Chief Executive Officer at Path To Profits Consulting and Certified Small Business Mentor (Volunteer) at Score Mentors. Amelia Lockhart holds Juris Doctorate, Tax Law/Taxation from Seattle University School Of Law.

Company email context

Email format at Path to Profits Consulting

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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Amelia Lockhart. Compare company email patterns before reaching out.

Profile bio

About Amelia Lockhart

Stop Losing Profits to Broken Systems – Transform Your Business with Path to Profits ConsultingScaling a business is challenging but doesn’t have to be chaotic. I specialize in helping construction firms, e-commerce businesses, and service-based companies stabilize, optimize, and scale their operations through tailored financial and operational strategies.Generic advice and quick fixes fail to address your industry's unique challenges, such as cash flow gaps, project delays, inefficient processes, and improperly integrated technology. That’s where I come in.As a CFO with a COO mindset, I bring nearly two decades of expertise in transforming businesses into scalable, profitable powerhouses. At Path to Profits Consulting, I’ve distilled my experience into The Blueprint to Profits: A 365-Day Transformation System—a high-touch, three-phase program designed to help businesses achieve long-term success.Our Three-Phase Transformation ProcessImmediate Stabilization:Address urgent financial and operational issues, like cash flow leaks and inefficiencies.Provide weekly financial audits, technology alignment, and personalized guidance.Operational Optimization:Refine workflows, integrate advanced technology (like BIM and automation tools), and enhance project delivery efficiency.Train leadership teams and align operations with long-term business goals.Sustainable Growth:Develop scalable processes, leverage advanced financial modeling, and optimize for market expansion.Establish robust systems for client acquisition, talent retention, and operational adaptability.This isn’t about temporary fixes—it’s about creating lasting, measurable results.Why Choose Path to Profits Consulting?Customized Solutions: Tailored strategies for your industry-specific challenges.High-Touch Support: Daily 1:1 access via Voxer, group coaching sessions, and real-time audits.Proven Results: Clients see significant savings, increased efficiency, and sustainable profitability.I’ve walked this path, helping companies eliminate profit leaks, automate processes, and achieve financial clarity. Let's connect if you’re ready to stabilize your cash flow, optimize your operations, and scale profitably.Your Next StepApply to see if you’re a fit for The Blueprint to Profits: A 365-Day Transformation System and start your journey toward long-term financial stability and growth.📞 Contact me today or visit Path to Profits Consulting for more information.

Listed skills include Tax Preparation, Cash Flow, Financial Analysis, Payroll, and 15 others.

Current workplace

Amelia Lockhart's current company

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Path to Profits Consulting
Path To Profits Consulting
Strategic CFO with a COO Mindset | Driving Profit & Operational Efficiency for Construction, E-commerce, and Professional Services
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17 roles · 20 years

Amelia Lockhart work experience

A career timeline built from the work history available for this profile.

Chief Executive Officer

Current

Transforming Businesses Through Financial Strategy, Operational Efficiency, and Scalable GrowthStrategic Planning & Execution: Designed and implemented growth-focused business strategies, leading to measurable improvements in profitability and scalability.Leadership & Mentoring: Provided interim executive leadership and hands-on coaching to senior.

Mar 2024 - Present

Certified Small Business Mentor (Volunteer)

Current

Washington, DC, US

  • Delivered critical guidance and support to start-up business clients and existing finance managers, directors, and CFOs, assisting in the planning, directing, organizing, and reviewing activities of finance.
  • Continuously provide valuable cost-saving recommendations by matching mentees with the appropriate accounting software based on their business type, scale, and unique needs.
Nov 2021 - Present

Registered Investment Advisor

St. Petersburg, FL, US

Adept at cultivating strong client relationships, analyzing risk factors, and delivering comprehensive financial guidance to ensure optimal coverage and financial security. Demonstrated ability to meet key performance indicator targets through effective communication and a thorough understanding of financial products and market trends. Maintain detailed.

Jan 2024 - Jun 2024

Financial Professional

  • Provided financial advice and guidance to public sector employees and privately held businesses. Collaborated with partners and associates to develop tailored financial plans for clients, ensuring the most suitable.
  • Empowered individuals in reducing portfolio fee expenses in 403B/401K accounts by 0.5-1.5% through selecting suitable investments within retirement account.
  • Identified a training gap for new associate, particularly female associates. Created study groups to foster a workplace environment inclusivity and collaboration. These study groups were safe spaces, outside of.
Jan 2022 - Dec 2023

Marketing Director (Volunteer)

Bellingham, Washington, US

The Bellingham Makerspace is a family-friendly space that individuals and families can come explore and express their creativity in many different ways. At the Makerspace, we try to offer as many mediums as possible. Our tools and capabilities include a variety of 3d printers, laser cutting and engraving for wood and acrylic, vinyl cutting for stencils and.

Jul 2021 - Aug 2022

Trust & Estate Coordinator

Self-Employed
  • Extended expert guidance to families navigating through the complexities of trust and estate administration. Assisted with crucial documentation, liaised with legal and financial professionals, and coordinated asset.
  • Provided assistance to over 150 families during the pandemic.
May 2019 - May 2021

Ceo & Tax Accountant

Lps Enterprises
  • Established consulting and tax firm, overseeing all aspects of business operations including client relations, marketing, financial management, and personnel. Directed the hiring, training, and performance review.
  • In 2016 alone, returned $1,560K in new jobs to the community by working with startups, and managing bookkeeping, payroll, and taxes for over 200 local business clients.
Aug 2012 - Jul 2018

Treasurer & Finance Director (Volunteer)

  • Headed financial operations and enforced regulations for business associations. Led development and maintenance of thorough financial records, including budgets and government documents. Deployed internal control.
  • Successfully prepared and filed 501(c)3 tax-exemption application, securing IRS compliance and establishing the organization's non-profit status.
  • Instituted board compliance best practices, enhancing the organization's governance and operational efficiency.
Jan 2016 - Mar 2018

Co-Founder & President (Volunteer)

Evergreen Educational Society
  • Pioneered non-profit organization dedicated to promoting financial literacy, education, and providing support to small businesses. Collaborated with other non-profit organizations to strengthen communities through the.
  • Fostered robust partnerships with other non-profit organizations to enhance community strength through comprehensive financial education.
  • Built volunteer-run and succeeded in establishing financial literacy task forces in three state counties within Washington state.
Sep 2014 - Dec 2017

Consumer Protection Rule 9 Legal Intern

Ronald Peterson Legal Clinic
Jan 2016 - Jun 2016

Non-Profit Legal Intern

Ronald Peterson Legal Clinic
Jan 2015 - Jun 2015

Financial Tutor & Coach

Freelance
2010 - 2013 ~3 yrs

Project Accountant

Copenhagen, Denmark, DK

Jan 2011 - Jul 2011

Payroll Supervisor Of The Auxiliary Police Department

University Park, PA, US

Jun 2008 - Dec 2010
5 education records

Amelia Lockhart education

Juris Doctorate, Tax Law/Taxation

Seattle University School Of Law

Master Of Business Administration (Mba), Finance

University Of Massachusetts Dartmouth

Graduate Certificate, Finance

University Of Massachusetts Dartmouth

Bachelor Of Science (B.S.), Finance, General

Penn State University

Bachelor Of Arts (B.A.), Economics

Penn State University
FAQ

Frequently asked questions about Amelia Lockhart

Quick answers generated from the profile data available on this page.

What company does Amelia Lockhart work for?

Amelia Lockhart works for Path to Profits Consulting.

What is Amelia Lockhart's role at Path to Profits Consulting?

Amelia Lockhart is listed as Strategic CFO with a COO Mindset | Driving Profit & Operational Efficiency for Construction, E-commerce, and Professional Services at Path to Profits Consulting.

What is Amelia Lockhart's email address?

AeroLeads has found 1 work email signal at @equitable.com for Amelia Lockhart at Path to Profits Consulting.

What is Amelia Lockhart's phone number?

AeroLeads has found 6 phone signal(s) with area code 774, 508, 610, 860 for Amelia Lockhart at Path to Profits Consulting.

Where is Amelia Lockhart based?

Amelia Lockhart is based in Bellingham, Washington, United States while working with Path to Profits Consulting.

What companies has Amelia Lockhart worked for?

Amelia Lockhart has worked for Path To Profits Consulting, Score Mentors, Transamerica Financial Advisors, Inc., Equitable Advisors, and The Bellingham Makerspace.

How can I contact Amelia Lockhart?

You can use AeroLeads to view verified contact signals for Amelia Lockhart at Path to Profits Consulting, including work email, phone, and LinkedIn data when available.

What schools did Amelia Lockhart attend?

Amelia Lockhart holds Juris Doctorate, Tax Law/Taxation from Seattle University School Of Law.

What skills is Amelia Lockhart known for?

Amelia Lockhart is listed with skills including Tax Preparation, Cash Flow, Financial Analysis, Payroll, Project Management, Entrepreneurship, Microsoft Office, and Public Speaking.

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