Robert Wells Email and Phone Number
Robert Wells work email
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Robert Wells personal email
I love to help people who need to solve financial problems in their business. I've been a banker, a business owner and a CFO who has creatively solved many finance problems in business. I enjoy being the trusted adviser who is easy to talk to and who always puts your interests ahead of my own. I will help you, the CEO or Owner, identify the key strengths in your organization. I guide you to put in place the financial strategies and reporting tools needed to significantly improve the value of your businesses and to make sure you have the cash you need to drive success and, if you desire, to exit your business successfully at a time of your choosing. I am fluent at a native level in English and Spanish.
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Partner And CfoRedstone Business Consulting Group Dec 2022 - Present
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PartnerSnrg Nov 2022 - PresentRooted in change management and employee engagement, SNRG works with companies to design and implement pre and post transaction programs to prep for an exit, mitigate company culture shifts, and adapt to expansion.The result is an attractive organization boasting collaboration, cohesion, transparency, satisfaction, and productivity, all leading to a glowing reputation.
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OwnerBob Wells Cfo Aug 2022 - PresentBob Wells is a strategic business advisor to owners of privately held businesses. Bob helps the business owner to understand their financial condition, plan for the future and ensure that they are prepared to meet their various obligations. Among other skills, Bob is fluent in English and Spanish.Bob has experience as a banker, a business owner and as a CFO.
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PartnerB2B Cfo Partners, Llc Jun 2016 - Jul 2022B2B CFO® provides Strategic Financial Business Advisory Services to owners of privately held companies.
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Chief Financial OfficerQuantum Reservoir Impact (Qri) Sep 2010 - May 2016Houston, Tx, UsProvided strategic planning and guidance to CEO and senior management to create a successful basis to grow the company's platform and ensure stability. Developed the financial accounting, budgeting and forecasting, and reporting systems and strategy for the company as it grew from under $10 million to over $65 million in revenues over 5 years, achieving consistently clean audits. Established significant credit facilities that provided for working capital and bonding requirements. Instituted FCPA training and compliance. Developed tax efficient mechanisms through an IC-DISC, R&D credits, and structured foreign operations to minimize the tax impact on foreign investors. Directed the accounting team. Built models to analyze the impact of decisions on company performance. -
CfoPhillips Homes Aug 2007 - Sep 2010Worked out loans with senior secured and unsecured lenders. When the primary bank was closed down, successfully negotiated with the FDIC. Reached settlements with most lenders and other creditors through open and accurate communication.
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Vice PresidentBank Of America 2002 - 2007Charlotte, Nc, UsDeveloped and managed a portfolio of commercial real estate construction loans in Nevada and Utah, including office buildings, multi-family projects, shopping centers, high-rise condominiums and warehouses. -
OwnerNew Horizons Computer Learning Company 1999 - 2001
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DirectorUbs 1983 - 1999Zurich, ChHeaded Client Financial Analysis Team for North America.Head of Credit Risk Management for Chicago OfficeTeam Leader for large corporate clients in Midwest. -
OfficerNorthern Trust 1981 - 1983
Robert Wells Skills
Robert Wells Education Details
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The University Of Chicago Booth School Of BusinessMba -
Brigham Young UniversityBusiness
Frequently Asked Questions about Robert Wells
What company does Robert Wells work for?
Robert Wells works for Snrg
What is Robert Wells's role at the current company?
Robert Wells's current role is Strategic Financial, Risk and HR Advisory Services to Private Businesses.
What is Robert Wells's email address?
Robert Wells's email address is bo****@****cfo.com
What schools did Robert Wells attend?
Robert Wells attended The University Of Chicago Booth School Of Business, Brigham Young University.
What are some of Robert Wells's interests?
Robert Wells has interest in Social Services, Children.
What skills is Robert Wells known for?
Robert Wells has skills like Financial Analysis, Financial Modeling, Finance, Corporate Finance, Mergers And Acquisitions, Due Diligence, Strategic Planning, Managerial Finance, Risk Management, Budgets, Valuation, Investments.
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