Jerry E. Fogarty Iii Email and Phone Number
Jerry E. Fogarty Iii work email
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Jerry E. Fogarty Iii personal email
Jerry is an accomplished finance and business management executive with over 28 years of experience leading strategic initiatives and driving financial performance.Professional Background and Core CompetenciesBeginning as a Corporate Relocation Specialist and progressing through roles as a Vice President in both banking and corporate management, Jerry has cultivated a robust skill set blending financial expertise with strategic leadership. Notably, his experience as a Senior Software Consultant/Fractional CFO for Aclarian, LLC highlights a dynamic approach to business optimization through ERP implementation and operational strategies.Accomplishments and ImpactJerry has consistently delivered tangible results. As Chief Financial Officer at American Institute of Balance, Inc., there was a notable achievement of a 170% increase in gross revenue, reflecting adept financial stewardship and strategic forecasting. Additionally, at Synovus Bank, Jerry excelled in business banking by providing tailored guidance to entrepreneurs, fostering relationships, and managing a portfolio of key accounts. This experience showcases a blend of financial advisory expertise with relationship management acumen, underpinned by a commitment to operational excellence.Leadership and CollaborationJerry’s leadership extends beyond financial realms into team management and strategic collaboration. In roles at Hancock Whitney and Fogarty Van & Storage, he honed skills in personnel development, operations management, and client relations. This multifaceted leadership approach underscores an ability to navigate complex business environments while fostering growth and cohesion within teams.Community ServiceJerry has served on multiple boards over the years. He has been Chairman of the Gasparilla Pirate Fest board, current Vice Chairman and Treasurer of the MacDonald Training Center Foundation Board, Vice Chairman for the Lifepath Hospice Board, and was a two-time Chairman of Make-A-Wish Foundation where he was awarded the Outstanding Achievement Award.In summary, Jerry’s career thus far illustrates how strategic financial oversight, collaborative leadership, innovative problem-solving, and community service come together to tell a compelling narrative of achievement and potential.
Aclarian Llc
View- Website:
- aclarian.com
- Employees:
- 24
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Director Of Growth And PartnershipsAclarian LlcTampa, Fl, Us -
PresidentFogarty Business Consulting Aug 2022 - PresentTampa, Florida, United StatesWorks with uppermanagement to provide:• Strategic Consulting, Financial Consulting, Operational Consulting • Business Coaching• Scaling• Project Management -
Senior Software ConsultantAclarian Llc Aug 2022 - Oct 2024Tampa, Florida, United StatesProject management, ERP software implementation, and training.• Implements ERP software and develops employee training plans for clients• Provide financial/operational strategies as Fractional CFO• Implement solutions to problems via customized digital form/workflow administration applications• Collaborates with upper-level management to drive improvements -
Senior Accounting & Project ManagerAclarian Llc Nov 2022 - Aug 2023 -
Senior Consultant / Fractional CfoAclarian Llc Jul 2022 - Nov 2022Tampa, Florida, United States -
Chief Financial OfficerThe American Institute Of Balance Apr 2021 - Apr 2022Largo, Florida, United States• Managed all financial aspects of the business• Interfaced with accountants, banks, third-party vendors and outsourced HR team• Negotiated with investors and vendors• Provided financial forecasting for strategic initiatives• Increased gross revenue 170% -
Vice President, Business BankingSynovus Mar 2020 - Mar 2021Tampa/St. Petersburg, Florida Area• Offered guidance and financial consulting to business owners to help them achieve their goals• Cultivated relationships with existing and prospective clients• Managed portfolio of key relationships • Oversaw credit underwriting and ensured conformity with terms• Counsel clients regarding finances -
Assistant Vice President, Business Center Manager At South Tampa And Westshore OfficesHancock Whitney Jun 2015 - Nov 2019Tampa/St. Petersburg, Florida Area• Offered guidance and financial consulting to business owners to help them achieve their goals• Coached team members to develop sales opportunities and hone customer service skills• Directed portfolio of relationships including business loans and deposits• Led credit underwriting and cultivated new and existing client relationships• Referred merchant services, treasury management, and mortgage loans• Interviewed, hired, and coached Financial Service Specialists• Maintained all notes, ledgers, and key documents• Directed acceptance, valuation, and release of collateral of assigned portfolio -
Assistant Vice President, Business BankingHancock Bank Nov 2014 - Jun 2015Tampa/St. Petersburg, Florida Area -
Commercial Relationship ManagerThe Bank Of Tampa Aug 2006 - Nov 2014Tampa/St. Petersburg, Florida Area• Managed loan portfolio in accordance with credit policies• Monitored industry trends and data to identify areas of potential risk• Cultivated relationships with existing and prospective clients -
Financial AdvisorRaymond James & Associates May 2005 - Aug 2006Tampa/St. Petersburg, Florida Area• Managed and updated client portfolios and maintained business records• Tracked financial data/ projected future performance of stocks, bonds, and funds• Advised clients regarding investments and executed strategies
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Vice PresidentFogarty Van Lines, Inc Jun 1996 - May 2005Tampa/St. Petersburg, Florida Area• Sold, planned, and supervised all corporate relocations• Coordinated/ dispatched shipments throughout the US• Cultivated and managed major account business• Managed day-to-day operations including personnel, sales, customer service, dispatch, and quality control• Collaborated on transition plan for sale of business
Jerry E. Fogarty Iii Skills
Jerry E. Fogarty Iii Education Details
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Business Administration And Management, General -
Jesuit High School Tampa
Frequently Asked Questions about Jerry E. Fogarty Iii
What company does Jerry E. Fogarty Iii work for?
Jerry E. Fogarty Iii works for Aclarian Llc
What is Jerry E. Fogarty Iii's role at the current company?
Jerry E. Fogarty Iii's current role is Director of Growth and Partnerships.
What is Jerry E. Fogarty Iii's email address?
Jerry E. Fogarty Iii's email address is jf****@****zzy.com
What schools did Jerry E. Fogarty Iii attend?
Jerry E. Fogarty Iii attended University Of Florida, Jesuit High School Tampa.
What skills is Jerry E. Fogarty Iii known for?
Jerry E. Fogarty Iii has skills like Commercial Lending, Commercial Banking, Finance, Series 7, Banking, Small Business Lending, Loans, Investments, Credit, Loan Origination, Financial Analysis, Commercial Mortgages.
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