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Leading with a philosophy grounded in collaborative teamwork and operational efficiency, I am dedicated to building and guiding high-performing teams towards achieving remarkable business outcomes. As the COO/CFO of a multi-state residential solar installation company, I've been at the forefront of driving organizational transformation and strategic growth.My tenure has been marked by several strategic accomplishments that have helped transform the organization. These achievements are a testament to my ability to balance and synergize various aspects of a business - from operations and finance to sales. My core strengths lie in business planning and strategy, where I excel in identifying opportunities and turning them into actionable, growth-driven initiatives. My balanced approach ensures that operational efficiency, sales momentum, and financial stability are always in harmony, driving sustainable growth and profitability.This ability to drive change and foster growth was significantly influenced by my extensive experience in the financial services industry, beginning in 2007. Through a diverse range of commercial banking experience, I built expertise in obtaining senior debt financing (working capital, acquisitions, and restructuring), risk & cash management, international banking, and guiding strategic dialogue around ownership and liquidity events. Throughout this journey I have built a reputation as a trusted advisor to middle market clients, assisting them through various corporate lifecycles.Outside the office I am an active participant in a number of professional and civic organizations within the Tampa Bay area. I currently serve as the President of the Economic Club of Tampa, the Development Committee for the Tampa Bay Economic Development Council, the Campaign Cabinet for the Suncoast United Way, and am a member of the Association for Corporate Growth. I previously served on the Finance Committee with Habitat for Humanity of Pinellas, the nominations committee and Finance Chair for South Tampa Fellowship, and was a founding member of the Rays MVP awards luncheon hosted by the Clutch Hitters of Tampa Bay. I also previously served as Director and Treasurer for MyChoice Counts, a local non- profit.
Energy Solutions Direct
View- Website:
- energysolutionsdirect.com
- Employees:
- 31
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Coo And CfoEnergy Solutions DirectFlorida, United States -
Coo/CfoEnergy Solutions Direct Apr 2023 - PresentClearwater, Fl , UsCreating vision, establishing strategy and leading execution for a multi-state solar installation company. -
Senior Vice President Middle Market - Corporate BankerHancock Whitney Mar 2017 - Mar 2023New Orleans, Louisiana, UsDedicated to building and supporting Middle Market and Corporate Clients throughout the state of Florida. With a focus on maximizing efficient use of capital. -
Vice President - Commercial Middle Market BankerJpmorgan Chase & Co. Jun 2015 - Mar 2017New York, Ny, Us -
Vice President - Relationship ManagementJpmorgan Chase & Co. Feb 2013 - Jun 2015New York, Ny, UsRecognized as a Chase National Achiever 2013 & 2014.As a proven business advisor I partner with best-in-class businesses in the Tampa Bay market to provide value add banking solutions. -
Commercial Loan OfficerCornerstone Community Bank Jul 2010 - Feb 2013Worked to identify and build relationships with local businesses who are looking for capital to manage and grow their operation. This included managing a loan portfolio of over $50MM in outstanding loans.
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Credit AnalystCornerstone Community Bank Jun 2009 - Jul 2010Analyzed financial statements and credit factors to determine the degree of risk involved in extending commercial loans, as well as terms for various credit arrangements.
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Futures AssociateFranklin Templeton Investments Mar 2008 - Jun 2009San Mateo, California, UsRotational management training program that provided experiences in various aspects of a global mutual fund company. Rotations included Global Product Strategy, Private Client Account Client Services, Sales Support Services and International Transfer Agency for the America's Region.
Joe Fontana Skills
Joe Fontana Education Details
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University Of South FloridaFinance & Marketing -
Ucf College Of BusinessManagement
Frequently Asked Questions about Joe Fontana
What company does Joe Fontana work for?
Joe Fontana works for Energy Solutions Direct
What is Joe Fontana's role at the current company?
Joe Fontana's current role is COO and CFO.
What is Joe Fontana's email address?
Joe Fontana's email address is jf****@****ail.com
What is Joe Fontana's direct phone number?
Joe Fontana's direct phone number is +181358*****
What schools did Joe Fontana attend?
Joe Fontana attended University Of South Florida, Ucf College Of Business.
What skills is Joe Fontana known for?
Joe Fontana has skills like Loans, Commercial Lending, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Financial Analysis, Relationship Management, Management, Finance, Underwriting, Financial Modeling.
Who are Joe Fontana's colleagues?
Joe Fontana's colleagues are Olivia Cabrera, Ashley Stephens, Cory Paytes, Melany Blakely, Nala Santana, Joel Santana, Heidi Mccarty.
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