Richard Scott, Msf, Jd
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Richard Scott, Msf, Jd Email & Phone Number

Managing Director - CFO and General Counsel at ix4 Investment Management
Location: Greater Boston, United States 7 work roles 4 schools
2 work emails found @opexengine.com 3 phones found area 617 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email r****@opexengine.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
ix4 Investment Management
Role
Managing Director - CFO and General Counsel
Location
Greater Boston, United States

Who is Richard Scott, Msf, Jd? Overview

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Quick answer

Richard Scott, Msf, Jd is listed as Managing Director - CFO and General Counsel at ix4 Investment Management, based in Greater Boston, United States. AeroLeads shows a work email signal at opexengine.com, phone signal with area code 617, and a matched LinkedIn profile for Richard Scott, Msf, Jd.

Richard Scott, Msf, Jd previously worked as COO | General Counsel OPEXEngine acquired by Bain & Company at Opexengine and CFO | General Counsel at Olb Inc. And Subsidiaries. Richard Scott, Msf, Jd holds Msf - Masters Of Science In Finance, Corporate Finance, Financial Operations from Bentley University - Mccallum Graduate School Of Business.

Company email context

Email format at ix4 Investment Management

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*@opexengine.com
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Profile bio

About Richard Scott, Msf, Jd

BUILDING SHAREHOLDER VALUE THROUGH FINANCIAL, LEGAL AND CONTRACTUAL INSIGHTAs a CFO and General Counsel, I leverage finance, legal, contract and business expertise to transform business outcomes and build shareholder value for start-up, private and public entities. My background includes key leadership roles where I’ve driven financial and business strategy, raised venture capital, implemented accounting systems and process improvement accelerated product innovation, and expand into global markets. In these roles I've achieved critical objectives across diverse industries including financial services, technology, media, private equity, asset management and consulting.Respected as an expert strategist and deal closer, I've tapped into emerging technologies to grow millions of dollars in revenue. By improving employee incentives and building solid infrastructures I've gained significant inroads into European markets. Through establishing digital content and SaaS products, I’ve forged new global sales channels, grown revenue, and increased customer retention.I'm known for my finance, legal and contractual insight and consistency of focus in solving complex business issues.Additional Competencies:♦ Budgeting and Forecasting♦ IT and Operations Management♦ Strategic and Tactical Planning♦ Complex Financial Reporting♦ Treasury Management / Controllership♦ Capital Raising♦ Global Business Operations♦ Business Transformation♦ GAAP / IFRS♦ SaaS / E-commerce Payments / Mobile App Distribution♦ Executive Dashboards♦ Sales Organization Structures and Compensation ♦ M&A / Due Diligence / Divestitures♦ Joint Ventures / Strategic Partnerships♦ Nonprofit Financial & Strategic Management♦ Licensing / IP Protection♦ Data Privacy♦ Contracts / Negotiations♦ Risk Management / Regulatory Compliance♦ Board of Directors Presentations♦ Systems Implementation♦ Team Development / Mentoring / Leadership

Listed skills include Strategy, Finance, Strategic Partnerships, Leadership, and 46 others.

Current workplace

Richard Scott, Msf, Jd's current company

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ix4 Investment Management
Ix4 Investment Management
Managing Director - CFO and General Counsel
Boston, MA, US
7 roles · 30 years

Richard Scott, Msf, Jd work experience

A career timeline built from the work history available for this profile.

Managing Director - Cfo And General Counsel

Ix4 Investment Management

Boston, Ma, Us

Coo | General Counsel Opexengine Acquired By Bain & Company

Waltham, Ma

OPEXEngine is a B2B SaaS technology company and is the leading provider of financial and operational corporate performance metrics for SaaS, Cloud and Internet companies. At OPEXEngine, we know what it is like to make important operating decisions in a dynamic environment. We’ve been there. We’ve prepared annual and quarterly budgets, board reports, strategic plans and acquisition analyses. We’ve had to identify problems, course correct, and manage at times of incredible growth (and market… Show more OPEXEngine is a B2B SaaS technology company and is the leading provider of financial and operational corporate performance metrics for SaaS, Cloud and Internet companies. At OPEXEngine, we know what it is like to make important operating decisions in a dynamic environment. We’ve been there. We’ve prepared annual and quarterly budgets, board reports, strategic plans and acquisition analyses. We’ve had to identify problems, course correct, and manage at times of incredible growth (and market slowdowns) – making decisions based on internal data alone, past experience and gut instinct.Leveraging my background in finance, operations and legal and compliance to design growth strategies and implement scalable business processes in operations, finance and customer success to drive revenue and customer retention. Show less

Oct 2016 - Sep 2021

Cfo | General Counsel

Olb Inc. And Subsidiaries

Cambridge, Ma

OLB is a group of B2C SaaS companies providing social networking, online dating and consumer research platforms. Recruited to implement infrastructure for growth, expand international business into Europe, APAC and South America. Supervise staff across corporate accounting and finance, legal, HR, PCI and data security, operations, and research consulting. Key member and business partner to executive team; foster innovation and change through strategic initiatives.Developed partnerships… Show more OLB is a group of B2C SaaS companies providing social networking, online dating and consumer research platforms. Recruited to implement infrastructure for growth, expand international business into Europe, APAC and South America. Supervise staff across corporate accounting and finance, legal, HR, PCI and data security, operations, and research consulting. Key member and business partner to executive team; foster innovation and change through strategic initiatives.Developed partnerships with international payment providers; localized payments; and created e-commerce platform optimizing consumer payment behavior. Implemented new accounting and financial reporting, improving business information flow and relevance by 200%. Built the Research Institute division to monetize 7,000,000+ product user base through providing targeted research, focus groups and surveys to Fortune 500 companies and nonprofit organizations. Grew revenue by 400%. Negotiate and manage all business and vendor contracts, software licensing, distribution and IP portfolio (75 worldwide Trademarks and 300+ domains). Show less

Jan 2008 - Nov 2016

Cfo | General Counsel

Portsmouth Nh / Lewiston Me

Regulated financial services and B2B SaaS technology solutions holding company and related entities providing banking technology, core back office processing for banks, credit unions & nonprofits, loan servicing, electronic payment solutions and real estate management services.Business partner to CEO driving change. Improved processes and fueled revenue growth through forging market entry and new product development in dynamic regulatory environment. Managed cross-functional staff of… Show more Regulated financial services and B2B SaaS technology solutions holding company and related entities providing banking technology, core back office processing for banks, credit unions & nonprofits, loan servicing, electronic payment solutions and real estate management services.Business partner to CEO driving change. Improved processes and fueled revenue growth through forging market entry and new product development in dynamic regulatory environment. Managed cross-functional staff of 10 including accounting and finance, data and information security, real estate management. Directed all financial and legal affairs for holding company and related entities.Reengineered operations by implementing new processing systems, improving Board reporting, hiring and training new staff, fostering strategic relationships, and shifting marketing focus to new products. Delivered significant cost savings by providing regulatory compliance, information and data security, contract negotiation and drafting in place of costly third parties and outside legal. Show less

2004 - 2007 ~3 yrs

Cfo | General Counsel Consulting Roles

Ifl Group

Boston, Ma

Provided contract financial and legal related services including: development of business and operating plans, strategy documents and financial models, support fund raising initiatives, selecting and implementing accounting software and systems, provided legal operational reviews, contract negotiation and drafting, risk management reviews. Clients included technology, financial services and non-profit entities.

2001 - 2004 ~3 yrs

Cfo | General Counsel | Member, Board Of Directors

Cambridge, Ma

International software and consulting company with offices in the US and UK specializing in private equity and alternative asset investment market for global clients. Partnered with CEO to develop and drive expansion strategy by authoring business & operating plans and was a key executive helping to raise a $3 million equity investment from Thomson Financial that facilitated international expansion and staff increase from 6 to 30+.Designed, setup and managed company stock… Show more International software and consulting company with offices in the US and UK specializing in private equity and alternative asset investment market for global clients. Partnered with CEO to develop and drive expansion strategy by authoring business & operating plans and was a key executive helping to raise a $3 million equity investment from Thomson Financial that facilitated international expansion and staff increase from 6 to 30+.Designed, setup and managed company stock option plan and employee incentives program used to recruit and expand technology staff in difficult hiring environments. Created platform to support international sales expansion; established European subsidiary – hired staff and set up office. Managed international business transactions including compliance with UK Companies Act, taxation, and international accounting.Implemented new accounting, CRM and reporting systems, streamlined workflow, improved client services and customer support interactions, and accounting information. Show less

Aug 1999 - Aug 2001

Cfo | Controller | Corporate Secretary

Caretools, Inc.

Waltham Ma

Start up enterprise healthcare software and consulting business with offices in Massachusetts and California.Brought on board to establish the financial infrastructure to support rapid growth. Staff increased from15 to 100+. Primary activities included corporate finance, management and reporting, managing equity incentives and stock option plan, investor relations, financial and legal due diligence regarding potential acquisitions. Served as Corporate Secretary and attended all… Show more Start up enterprise healthcare software and consulting business with offices in Massachusetts and California.Brought on board to establish the financial infrastructure to support rapid growth. Staff increased from15 to 100+. Primary activities included corporate finance, management and reporting, managing equity incentives and stock option plan, investor relations, financial and legal due diligence regarding potential acquisitions. Served as Corporate Secretary and attended all Board of Directors meetings. Participated in road shows and was part of the team raising $12 million in venture capital financing. Played significant role in growing company from zero to $6 million in revenue in 2 years. Re-engineered the project management and consulting engagement tracking and revenue recognition systems to provide bottom line focus on actual project costs and milestone progress leading to greater engagement profitability and revenue recognition.Prior Professional ExperienceChief Finance and Operating Officer at Ealing Electro-Optics, Inc.Publicly traded UK based International laser optics and technology company providing solutions to the research, healthcare, military, university and government segments. Led US operations including product market initiatives, international accounting, strategic planning & analysis, negotiating international distributorships and distribution deals, corporate tax and audits, transfer pricing, governmental compliance, import & export regulations. Improved product profitability 25% by streamlining costs and negotiating supply chain deals. Key player who helped position the company for acquisition by Coherent, Inc. Actively worked to coordinate corporate due diligence, compiled company financial, marketing and operational data.Manager at R. Ercolini & Company - Certified Public AccountantsRegional public accounting firm with client base in real estate partnerships, non-profits and investment companies. Show less

1997 - 1999 ~2 yrs
4 education records

Richard Scott, Msf, Jd education

FAQ

Frequently asked questions about Richard Scott, Msf, Jd

Quick answers generated from the profile data available on this page.

What company does Richard Scott, Msf, Jd work for?

Richard Scott, Msf, Jd works for ix4 Investment Management.

What is Richard Scott, Msf, Jd's role at ix4 Investment Management?

Richard Scott, Msf, Jd is listed as Managing Director - CFO and General Counsel at ix4 Investment Management.

What is Richard Scott, Msf, Jd's email address?

AeroLeads has found 2 work email signals at @opexengine.com for Richard Scott, Msf, Jd at ix4 Investment Management.

What is Richard Scott, Msf, Jd's phone number?

AeroLeads has found 3 phone signal(s) with area code 617 for Richard Scott, Msf, Jd at ix4 Investment Management.

Where is Richard Scott, Msf, Jd based?

Richard Scott, Msf, Jd is based in Greater Boston, United States while working with ix4 Investment Management.

What companies has Richard Scott, Msf, Jd worked for?

Richard Scott, Msf, Jd has worked for Ix4 Investment Management, Opexengine, Olb Inc. And Subsidiaries, Fisc Solutions Has Been Acquired By Wausau Financial Systems, and Ifl Group.

How can I contact Richard Scott, Msf, Jd?

You can use AeroLeads to view verified contact signals for Richard Scott, Msf, Jd at ix4 Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Richard Scott, Msf, Jd attend?

Richard Scott, Msf, Jd holds Msf - Masters Of Science In Finance, Corporate Finance, Financial Operations from Bentley University - Mccallum Graduate School Of Business.

What skills is Richard Scott, Msf, Jd known for?

Richard Scott, Msf, Jd is listed with skills including Strategy, Finance, Strategic Partnerships, Leadership, Start Ups, Management, E Commerce, and Strategic Planning.

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