Joe Fontana

Joe Fontana Email and Phone Number

COO and CFO @ Energy Solutions Direct
Florida, United States
Joe Fontana's Location
Greater Tampa Bay Area, United States, United States
Joe Fontana's Contact Details
About Joe Fontana

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.

Joe Fontana's Current Company Details
Energy Solutions Direct

Energy Solutions Direct

View
COO and CFO
Florida, United States
Employees:
31
Joe Fontana Work Experience Details
  • Energy Solutions Direct
    Coo And Cfo
    Energy Solutions Direct
    Florida, United States
  • Energy Solutions Direct
    Coo/Cfo
    Energy Solutions Direct Apr 2023 - Present
    Clearwater, Fl , Us
    Creating vision, establishing strategy and leading execution for a multi-state solar installation company.
  • Hancock Whitney
    Senior Vice President Middle Market - Corporate Banker
    Hancock Whitney Mar 2017 - Mar 2023
    New Orleans, Louisiana, Us
    Dedicated to building and supporting Middle Market and Corporate Clients throughout the state of Florida. With a focus on maximizing efficient use of capital.
  • Jpmorgan Chase & Co.
    Vice President - Commercial Middle Market Banker
    Jpmorgan Chase & Co. Jun 2015 - Mar 2017
    New York, Ny, Us
  • Jpmorgan Chase & Co.
    Vice President - Relationship Management
    Jpmorgan Chase & Co. Feb 2013 - Jun 2015
    New York, Ny, Us
    Recognized 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.
  • Cornerstone Community Bank
    Commercial Loan Officer
    Cornerstone Community Bank Jul 2010 - Feb 2013
    Worked 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.
  • Cornerstone Community Bank
    Credit Analyst
    Cornerstone Community Bank Jun 2009 - Jul 2010
    Analyzed financial statements and credit factors to determine the degree of risk involved in extending commercial loans, as well as terms for various credit arrangements.
  • Franklin Templeton Investments
    Futures Associate
    Franklin Templeton Investments Mar 2008 - Jun 2009
    San Mateo, California, Us
    Rotational 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

Loans Commercial Lending Portfolio Management Banking Credit Analysis Commercial Banking Financial Analysis Relationship Management Management Finance Underwriting Financial Modeling Credit C&i Lending Mergers And Acquisitions Analytics Shopper Marketing Brand Management Marketing Microsoft Excel Marketing Strategy Competitive Analysis Iri Business Insights Category Insights Forecasting Market Research E Commerce Consumer Goods Sales Operations Business Planning Marketing Research Pricing Data Analysis

Joe Fontana Education Details

  • University Of South Florida
    University Of South Florida
    Finance & Marketing
  • Ucf College Of Business
    Ucf College Of Business
    Management

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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