Jeffrey Stello Email & Phone Number

Malvern, Pennsylvania, US

AST, LLC is a full-service provider of sales & use tax (SUT) advisory and compliance services. Provides vision and overall management to a team of professionals committed to serving clients dealing with complex sales & use tax regulations. We combine subject matter expertise with best-of-breed technology tools to provide an automated and seamless solution.

Bristol, Pennsylvania, US

Philadelphia, Pennsylvania, US

Charlestown Capital Partners is a transaction advisory firm founded in 2007 that provides financial due diligence and CFO advisory services to an array of mid-market clients including private equity firms (and their portfolio companies), public and private companies, lenders and owner/ entrepreneurs. These services may be provided during the due diligence.

Chalfont, PA, US

Transformed this declining lifestyle business into a high growth technology company. Provided strategic and operational leadership to this specialty engineering/ manufacturing firm that designs, manufacturers, installs and maintains cathodic protection and corrosion control systems to the energy and water industries. Assembled team to accelerate growth.

Provide global leadership for all finance, accounting, human resources and information technology initiatives for this strategic medical device supplier to the largest orthopedic companies worldwide including Johnson & Johnson DePuy, Stryker, Medtronic, Zimmer and Synthes. Active participant in process that resulted in the successful sale to a NYSE.

Garden City, NY, US

Provided financial leadership during Company’s 40% annual organic growth period and strategic acquisitions. Established financial objectives, operating policies and procedures to ensure attainment of corporate objectives. Managed implementation, upgrades and conversion of ERP systems. Led acquisition of 3 companies accelerating growth to $50 million in.

• Developed strategic vision for financial management consulting and business process outsourcing firm providing services to venture-backed technology companies. Business subsequently sold to regional CPA firm and joined.
• Identified and developed all service offerings including interim CFO services, systems implementation, capital fundraising and outsourced accounting services. Recognized for unique business strategies in Entrepreneur.

• Raised more than $35 million in IPO and secondary public offerings for this $40 million software development and services firm. Created reporting systems for SEC disclosure and reporting compliance.
• Headed acquisition of 2 companies accelerating growth to $40 million in revenue, adding complimentary software products, and improving profitability. Created formulas and criteria for acquisition valuation and due.
• Implemented tax planning and compliance strategies that eliminated potential state sales tax liability exposure and reduced income tax liability by several hundred thousand dollars per year.
• Instituted and managed investor relations program communicating quarterly performance and financial guidance to 14 research analysts, institutional shareholders and investor conference attendees.

• Supported acquisition of 3 physician practice management companies accelerating growth, extending geographic reach, and improving profitability. Performed due diligence; formulated integration strategies, standardized.
• Developed methodology to analyze Company’s remote computing service offerings and to calculate cost and profitability for each application resulting in modified pricing and improved gross margins.
• Eliminated three month review backlog of enterprise software license agreements by streamlining review process and specialization by product line.

New York, NY, US

• Effectively managed audit engagements on-time and on-budget with high client satisfaction.
• Trained new colleagues utilizing generally accepted auditing standards.
• Prepared audited financial reports for diverse client base.

Master Of Business Administration - Mba

B.S., Business Administration/ Accounting