Chad Putnam
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Chad Putnam Email & Phone Number

Finance Executive - Financial Stewardship I Strategic Planning I Leadership at Optima Office
Location: San Diego County, California, United States 11 work roles 1 school
1 work email found @optimaoffice.com 2 phones found area 858 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@optimaoffice.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Finance Executive - Financial Stewardship I Strategic Planning I Leadership
Location
San Diego County, California, United States

Who is Chad Putnam? Overview

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Quick answer

Chad Putnam is listed as Finance Executive - Financial Stewardship I Strategic Planning I Leadership at Optima Office, based in San Diego County, California, United States. AeroLeads shows a work email signal at optimaoffice.com, phone signal with area code 858, and a matched LinkedIn profile for Chad Putnam.

Chad Putnam previously worked as Executive Vice President & CFO Consultant at Optima Office and Chief Financial Officer at Meco Diagnostics. Chad Putnam holds Bachelor Of Arts (Ba), Accountancy from University Of San Diego.

Company email context

Email format at Optima Office

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{first}.{last}@optimaoffice.com
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AeroLeads found 1 current-domain work email signal for Chad Putnam. Compare company email patterns before reaching out.

Profile bio

About Chad Putnam

"When you were made a leader, you weren't given a crown, you were given the responsibility to bring out the best in others." - Jack Welch          My career success stems from my belief that we win as a team and each member has a contribution to make...and it is my personal accountability as an executive leader to bring out the best in others. I have applied this conviction to all facets of accounting, financial management, financial analysis, and controllership within high-profile corporations and startup environments. My specialty is successfully aligning financial objectives with Generally Accepted Accounting Principles while meeting and exceeding established goals and mission scope. I enjoy collaborating cross-functionally to achieve finance and business objectives, and I am instrumental in fundraising efforts, business planning, streamlining and improving processes, enhancing productivity, and implementing technology solutions.Simply put, my passion is my dedication to responsible leadership, and delivering value while bringing out the best in others. ✪ Specialties: Long-Term Strategic Planning | Budgeting | Cash Flow Management | Equity & Debt Financings | Financial Modeling | Mergers & Acquisitions | System Implementations (ERP) | P&L Management & Analysis | Treasury & Banking Relations | Financial Reporting | Corporate Integration | Process Improvement | Strategic Leadership | Team Building | Stock Option Plan Administration | SEC Compliance & Reporting | Risk Management

Listed skills include Strategic Planning, Medical Devices, Start Ups, Revenue Recognition, and 16 others.

Current workplace

Chad Putnam's current company

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Optima Office
Optima Office
Finance Executive - Financial Stewardship I Strategic Planning I Leadership
AeroLeads page
11 roles · 31 years

Chad Putnam work experience

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

Executive Vice President & Cfo Consultant

Current

San Diego, CA, US

Optima Office, Inc provides Accounting, HR, CFO, and COO Specialists and Experts on a part-time, ongoing, and onsite or remote basis to clients of all sizes. We take the time to hire carefully and focus our efforts on retaining our amazing team so they can deliver consistent and reliable accounting and HR services to our growing list of clients. Although.

2023 - Present ~3 yrs 5 mos

Financial Consultant

Eiger Biopharmaceuticals, Inc.
2021 - 2023 ~2 yrs

Director & West Region Lead, Finance & Accounting Outsourcing

Chicago, Illinois, US

2018 - 2020 ~2 yrs

Cfo Consultant

Carlsbad, California, US

Founded a financial consulting company that enables clients to take control of their financial and accounting well-being and maximize business strategies. Direct clients’ financial objectives by developing a solid strategic roadmap, representing company at financial meetings, and controlling cash flow. ♦ Selected by numerous clients to serve as Chief.

2015 - 2018 ~3 yrs

Chief Financial Officer

San Diego, CA, US

Recruited by the CEO to lead the company through its proposed initial public offering. Responsible for the finance, accounting and information technology functions of this specialty biopharmaceutical company.♦ Represented company during pre-marketing IPO roadshow presentations given to prospective investors in the United Kingdom in anticipation of listing.

2014 - 2015 ~1 yr

Vice President, Finance

Providien

Following its acquisition of Access Scientific, Inc., retained to spearhead the turnaround of Providien’s accounting operations and to provide solid leadership within this contract manufacturing company’s Shared Services group.♦ Led the Company’s Shared Services group overseeing all accounting and finance functions across five separate legal entities.♦.

2013 - 2014 ~1 yr

Chief Financial Officer

San Diego, CA, US

Hired by the CEO to assist with fundraising efforts to drive the Company from its early development stage to product commercialization. Responsible for all financial, accounting, human resource, risk management, investor relations, legal and customer service functions of this medical device company.♦ Raised $20.9M through four preferred stock financings.

2010 - 2013 ~3 yrs

Vice President, Finance ('08 -'10) & Executive Director, Finance ('07 - '08)

San Diego, CA, US

Promoted as key member of the executive team, reporting directly to the CEO. Responsible for all financial, accounting, risk management, investor relations, legal, facility and purchasing functions of this healthcare information technology company.♦ Partnered with fellow executives to develop and execute corporate strategy and address other business.

2007 - 2010 ~3 yrs

Controller

San Diego, CA, US

Hired to develop the Company’s financial and accounting infrastructure and to support the CFO in fundraising efforts while maintaining responsibility for all accounting, financial reporting, budgeting, treasury and audit functions.

2004 - 2007 ~3 yrs

Successful Progression In Finance-Related Roles

In A Broad Range Of Industries

Director of Accounting – Vivendi Universal Net USA | 3 years♦ Responsible for all accounting, financial reporting, treasury and purchasing functions of parent company and several media and internet-based subsidiaries. Company was established after Vivendi Universal’s acquisition of MP3.com.Assistant Controller – MP3.com | 2 years♦ Recruited to assist with.

1995 - 2004 ~9 yrs
1 education record

Chad Putnam education

  • University Of San Diego
    University Of San Diego
    Accountancy
FAQ

Frequently asked questions about Chad Putnam

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

What company does Chad Putnam work for?

Chad Putnam works for Optima Office.

What is Chad Putnam's role at Optima Office?

Chad Putnam is listed as Finance Executive - Financial Stewardship I Strategic Planning I Leadership at Optima Office.

What is Chad Putnam's email address?

AeroLeads has found 1 work email signal at @optimaoffice.com for Chad Putnam at Optima Office.

What is Chad Putnam's phone number?

AeroLeads has found 2 phone signal(s) with area code 858 for Chad Putnam at Optima Office.

Where is Chad Putnam based?

Chad Putnam is based in San Diego County, California, United States while working with Optima Office.

What companies has Chad Putnam worked for?

Chad Putnam has worked for Optima Office, Meco Diagnostics, Eiger Biopharmaceuticals, Inc., Rsm Us Llp, and Noble Financial Group, Inc..

How can I contact Chad Putnam?

You can use AeroLeads to view verified contact signals for Chad Putnam at Optima Office, including work email, phone, and LinkedIn data when available.

What schools did Chad Putnam attend?

Chad Putnam holds Bachelor Of Arts (Ba), Accountancy from University Of San Diego.

What skills is Chad Putnam known for?

Chad Putnam is listed with skills including Strategic Planning, Medical Devices, Start Ups, Revenue Recognition, Mergers, Sec Filings, Ipo, and Accounting.

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