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Seasoned CFO, Director/VP of Finance and COO, with 20+ years of experience in finance and operations. Strategic and analytical; mission driven and collaborative. Strong track record of successfully completing critical initiatives and streamlining operations for clients, employees and business stakeholders. Skill-set includes: strategy development, managing the finance and accounting function, tax & audit, raising capital, business valuation, advising on mergers and acquisitions, developing and analyzing KPIs, data management and analysis, forecast and budgeting, implementing financial reporting and management systems, cash management, leading IT strategy and critical systems implementations, analyzing and developing risk management programs, human resources and managing overall operations.
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Chief Financial OfficerMyvest Jan 2019 - PresentSan Francisco, California, Us -
Vp Finance - Fintech | Investment ManagementMyvest Jun 2018 - Dec 2018San Francisco, California, UsMyVest is a leading investment management platform provider that enables better financial outcomes for investors by equipping financial advisors with superior technology and services. MyVest's portfolio rebalancing, tax management and administrative services allow advisors to spend more time engaging with clients and tailoring strategies to meet their desired outcomes.
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FounderFormline Financial Consulting Llc Jan 2018 - PresentFormLine provides focused and tailored advice on strategy, finance and operations to private businesses.
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Consulting Cfo And Coo / AdvisorConsulting Feb 2017 - PresentAssist early stage, high growth firms with strategy development, financial modeling, capital and resource planning, valuation, product pricing and risk management. Partner with senior management to raise capital, meet with investors and coordinate with key stakeholders. Advise and manage process for finance and accounting structure, systems and overall operational best practices.
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Chief Administrative Officer - Private Equity | Real Estate Investment ManagementShorenstein Realty Services Apr 2013 - Feb 2017San Francisco, California, UsManaged key operational functions including technology, risk management, compliance, corporate secretary and premises; served on multiple cross-functional corporate committees. Successfully managed several critical operational projects. Developed and managed firm-wide initiatives to drive performance improvement, reduce risk, and align processes with firm strategic objectives. -
Chief Financial Officer & Chief Operating Officer - Global Quantitative Fund | Hedge FundGaliam Capital, Llc Apr 2011 - Feb 2013Performed all CFO and COO responsibilities for start-up multi-national hedge fund and trading business. Built finance and accounting platform and developed new strategic financial modeling processes. Partnered with the CEO and President and played key role in raising institutional trading capital. Managed the entire finance and accounting function in the U.S. and Canada. -
Chief Financial Officer & Chief Operating Officer - Wealth Management | Investment AdvisorNollenberger Capital Partners Sep 2007 - Apr 2011Performed all CFO and COO duties for 100 employee investment advisor/broker-dealer. Responsible for developing new strategic financial models and growth plans; worked closely with the CEO and Board of Directors. Managed the firm’s finance functions including accounting, financial reporting (GAAP and regulatory), cash management, tax, audit, forecasting and budgeting. Oversaw the firm’s technology platform and back office operations.
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Director Of Finance - Global Investment Bank | Private Equity | Merchant BankingPutnam Lovell Nbf Jan 2000 - Sep 2007UsResponsible for strategic planning and finance for diversified investment banking firm. Performed corporate planning analyses, research, and solution development in order to develop and implement long term business plans. Managed financial functions including accounting, budget and forecast, credit, insurance, tax and treasury. Oversaw business operations of the U.S. division. -
Vice President, Finance Manager - Commercial Banking | Private Wealth Management | BrokerageWells Fargo Jan 1997 - Jan 2000San Francisco, California, Us -
Senior Financial AnalystWells Fargo Nov 1993 - Jan 1997San Francisco, California, Us
Michael Stanley Skills
Michael Stanley Education Details
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Middlebury Institute Of International Studies At MontereyInternational Policy Studies -
University Of California, DavisInternational Relations
Frequently Asked Questions about Michael Stanley
What company does Michael Stanley work for?
Michael Stanley works for Myvest
What is Michael Stanley's role at the current company?
Michael Stanley's current role is Chief Financial Officer at MyVest.
What is Michael Stanley's email address?
Michael Stanley's email address is ms****@****ein.com
What is Michael Stanley's direct phone number?
Michael Stanley's direct phone number is +141551*****
What schools did Michael Stanley attend?
Michael Stanley attended Middlebury Institute Of International Studies At Monterey, University Of California, Davis.
What skills is Michael Stanley known for?
Michael Stanley has skills like Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Equities, Valuation, Asset Managment, Venture Capital, Securities, Investment Banking, Asset Management, Executive Management.
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