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Amy Roman is listed as CEO of CEFO Advisors, Inc. at CEFO Advisors, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at ymail.com and a matched LinkedIn profile for Amy Roman.
Amy Roman previously worked as Chief Executive Officer at Cefo Advisors and Fractional CFO at American Natural Gas. Amy Roman holds Bs, Accounting, Computer Science from Suny Geneseo.
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As an accomplished CFO and change-agent, I have over 28 years of experience turning companies around, re-establishing investor and banking relationships, and handling merger and acquisition activity. As the Founder of CEFO Advisors, we operate as a boutique firm that delivers tailored solutions and truly integrates as members of your core team. Some of our client industries include but are not limited to professional services, IT, alternative energy, marketing, wealth advisories, manufacturing, law, retail, among others. My previous experience includes working in NYC for over 20 years as a Senior Financial Executive for Ippolita, Medley Global Advisors, Gursky and Partners and Structured Logic Company. With nine of these twenty years, I worked for companies that were under Private Equity ownership.-Specialties: ✖️ CPA✖️ CAS Certified✖️ Certified M&A Advisor✖️ CGMA✖️ Culture Talk Certified✖️ Whole Life Leader✖️ AICPA✖️ Board Member, EO Albany✖️ Former Board Member, Wellspring Saratoga Springs
Listed skills include Finance, Accounting, Budgets, Managerial Finance, and 35 others.
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Saratoga Springs, NY, US
Effective strategic financial leader with a unique operational understanding and proven track record of driving company initiatives and processes resulting in substantial gains in company performance. Adeptly skilled in understanding company drivers and challenges and working with management to quickly spot and understand cause and effect of trends in.
IPPOLITA is renowned for creating handcrafted, effortlessly chic fine jewelry that is modern and timeless, versatile and luxurious. http://www.ippolita.com/ Follow us on Twitter! http://twitter.com/IppolitaJewelry
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Amy Roman works for CEFO Advisors.
Amy Roman is listed as CEO of CEFO Advisors, Inc. at CEFO Advisors.
AeroLeads has found 1 work email signal at @ymail.com for Amy Roman at CEFO Advisors.
Amy Roman is based in Saratoga Springs, New York, United States while working with CEFO Advisors.
Amy Roman has worked for Cefo Advisors, American Natural Gas, Ippolita, Medley Global Advisors, and Gursky & Partners.
You can use AeroLeads to view verified contact signals for Amy Roman at CEFO Advisors, including work email, phone, and LinkedIn data when available.
Amy Roman holds Bs, Accounting, Computer Science from Suny Geneseo.
Amy Roman is listed with skills including Finance, Accounting, Budgets, Managerial Finance, Forecasting, Financial Reporting, Internal Controls, and Financial Analysis.
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