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Patrick Mcmillan Email & Phone Number
CFO and Transaction Advisor
at
Amplēo
1 work email found
@advancedcfo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CFO and Transaction Advisor
Location
Salt Lake City, Utah, United States
Company size
Who is Patrick Mcmillan? Overview
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Quick answer
Patrick Mcmillan is listed as CFO and Transaction Advisor at Amplēo, a company with 125 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at advancedcfo.com and a matched LinkedIn profile for Patrick Mcmillan.
Patrick Mcmillan previously worked as CFO / Transaction Advisor at Amplēo and Founding Member at Sweater Cashmere Fund. Patrick Mcmillan holds Master Of Business Administration - Mba, Finance from Utah Valley University.
Company email context
Email format at Amplēo
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{first_initial}{last}@advancedcfo.com
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AeroLeads found 1 current-domain work email signal for Patrick Mcmillan. Compare company email patterns before reaching out.
Profile bio
About Patrick Mcmillan
Patrick is a finance aficionado with a zest for numbers and a knack for strategic guidance. As a CFO and transaction advisor at Amplēo, a Utah-based fractional firm specializing in part-time executives, Patrick brings over two decades of experience to the table.Patrick collaborates closely with a team of over 160 consultants at Amplēo—a diverse group of fractional executives, including CFOs, controllers, CMOs, HR professionals, and turnaround specialists. Despite his extensive financial expertise, Patrick is anything but your typical accountant and finance strategist. His passion for numbers rivals others' love for chocolate or coffee, as evidenced by his favorite shirt proclaiming, "Warning: may talk about EBITDA."Known for his infectious smile and joyful character, Patrick has a talent for guiding teams and companies through exponential growth. Throughout his career, he's served predominantly in C-suite roles, steering numerous entities to triple-digit growth year after year. Moreover, Patrick's meticulous approach to financial due diligence has been instrumental in facilitating M&A transactions totaling over $2 billion in combined valuation.Beyond the boardroom, Patrick finds solace in the great outdoors, a passion cultivated during his upbringing in the Appalachian Mountains of northeast Tennessee. Whether biking, hiking, or camping with his wife, Erin, Patrick embraces nature's beauty, finding balance and inspiration in the wilderness.
Listed skills include Leadership, Auditing, Mas 90, Variance Analysis, and 55 others.
Current workplace
Patrick Mcmillan's current company
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Amplēo
12 roles
Patrick Mcmillan work experience
A career timeline built from the work history available for this profile.
Cfo / Transaction Advisor
Current- Provide essential financial and growth solutions for the entire company and direct clients
- Built a Quality of Earnings template and team, which became our highest margin service and added approximately 20% to 2021 net income
- Participated in financial due diligence that resulted in raising over $850M for various companies
- Led and participated on teams through 20+ merger & acquisition (M&A) transactions
Feb 2020 - Present
Founding Member
CurrentThe Sweater Cashmere Fund is the VC fund for everyone and the flagship fund for Sweater Ventures. The Sweater Cashmere Fund seeks to provide long-term capital appreciation through an actively managedportfolio of private, venture capital investments.
May 2022 - Present
Mentor And Strategic Advisor
Freelance
- Created financial model for SRO companies (hospitality)
- Created financial model for Phoenix Heating Solutions (manufacturing)
- Created financial model and established daily policies and procedures for Utah Correctional IndustriesNursery (horticulture)
- Mentored multiple individuals in financial concepts
- Studied 359 books; focus included biographies, self-help concepts, business, and historical fiction
- Participated in continuing education courses including financial management and literacy, relationships,stress management, interpersonal communication, and leadership
Jul 2013 - Feb 2020
Director Of Finance
Established policies and procedures, budgetary controls, HR manual, and standardized hiringprocess. Assisted in the company’s progression from multiple years of losses to becoming profitable (andpaying back debt) in one year.
Mar 2012 - Jul 2013
Director Of Finance & Operations
Improved client and managerial financial reporting processes. Established reports and payments to shareholders.
Mar 2012 - Jul 2013
Fractional Cfo
Impact Cfo Solutions
- Independent contractor and consultant for multiple companies:
- Assisted in establishing Utah Print Solutions as a new company
- Audited and cleaned up financials for Precious Pet Paradise
Mar 2012 - Jul 2013
Fractional Cfo
Established accounting and office policies and procedures, renegotiated past-due tax and payments, and trained staff accountant.
Mar 2012 - Jul 2013
Corporate Controller & Acting Cfo
Developed the budget that facilitated Costa Vida’s growth from 22 to 45 locations with $1M AUV, increasing revenues by 107%. Responsible for leading the accounting and admin departments. This includes managing the HR, IT, accounting, and financial arenas - preparing the financial reports, and taking care of all the taxes (monthly, quarterly, annual).
Nov 2008 - Mar 2012
Corporate Controller & Acting Cfo
Developed the budget that facilitated growth from 3 to 5 locations with AUV ranging from $3M-$8M, increasing revenues by 133%. Location included Salt Lake City, Ogden, and Provo, UT, as well as Rexburg, ID, and Westminster, CO. The Salt Lake and Provo locations included two licensed Pizza Factory locations.
Nov 2008 - Mar 2012
Corporate Controller & Acting Cfo
Itp Promos
Included the following entities and industries: In the Paint (screenprinting and embroidery), ModBod (clothing - online and retail), UnderTease (clothing - online), and Blend Fashions (clothing - retail). Developed the budget and forecast that procured financing to expand into Costco. Oversaw IT, Admin, HR, and Accounting/Finance departments. Established.
Nov 2008 - Mar 2012
Accounting A/R Manager
Started in bilingual customer service, and worked my way up to management for Accounts Receivables.
Feb 2002 - Apr 2006
2 education records
Patrick Mcmillan education
Master Of Business Administration - Mba, Finance
Utah Valley University
B.A., Foreign Languages And Business
East Tennessee State University
FAQ
Frequently asked questions about Patrick Mcmillan
Quick answers generated from the profile data available on this page.
What company does Patrick Mcmillan work for?
Patrick Mcmillan works for Amplēo.
What is Patrick Mcmillan's role at Amplēo?
Patrick Mcmillan is listed as CFO and Transaction Advisor at Amplēo.
What is Patrick Mcmillan's email address?
AeroLeads has found 1 work email signal at @advancedcfo.com for Patrick Mcmillan at Amplēo.
Where is Patrick Mcmillan based?
Patrick Mcmillan is based in Salt Lake City, Utah, United States while working with Amplēo.
What companies has Patrick Mcmillan worked for?
Patrick Mcmillan has worked for Amplēo, Sweater Cashmere Fund, Freelance, Zenprint, and Completexrm.
How can I contact Patrick Mcmillan?
You can use AeroLeads to view verified contact signals for Patrick Mcmillan at Amplēo, including work email, phone, and LinkedIn data when available.
What schools did Patrick Mcmillan attend?
Patrick Mcmillan holds Master Of Business Administration - Mba, Finance from Utah Valley University.
What skills is Patrick Mcmillan known for?
Patrick Mcmillan is listed with skills including Leadership, Auditing, Mas 90, Variance Analysis, Banking, Restructuring, Accounting, and Cash Flow.
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