Experienced CFO/ Controller in the securities brokerage and futures industries. Led numerous regulatory compliance exams and annual financial audits for the firm along with its other international and domestic subsidiaries. Played a lead role in the company’s successful IPO and transition to a publicly traded company as well as the successful completion of the company’s earnings press releases and the subsequent 10K/ 10Q filings. Successfully implemented and maintained the company’s SOX control environment without any material deficiencies. Played a key role with numerous corporate acquisitions and divestitures. Led a team of nine direct report and six indirect report professionals as the controller of a publicly traded company. Provided significant support and financial expertise for numerous technology system conversions and upgrades.rwetzel1000@gmail.com 847-363-1374
Sarna Holdings Inc.
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Chief Financial OfficerSarna Holdings Inc. Nov 2020 - PresentCreating and implementing long-term strategies that drive acquisition, adoption and revenue growth.
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Cfo/ Financial ControllerIg Us Llc Jan 2018 - Nov 2020Responsible for the setting up the finance, risk management, and certain operational areas for a new subsidiary brokerage firm regulated in the United States. Provided leadership and guidance on how to successfully launch its brokerage operations.
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Managing Director-Finance/ Chief Financial OfficerOptionsxpress Holdings, Inc (Subsidiary Of The Charles Schwab Corporation) Sep 2011 - Jun 2016Served as the CFO/ Regulatory Financial Principal (FINOP) during the integration of several broker dealer firms into Schwab. Manage relationships with various financial auditors and regulatory examiners. Analyzed and mitigate risk related to compliance. Advised international subsidiaries in Australia and Singapore as a member of the Board of Directors. Managed the broker/ dealer treasury functions. -
ControllerOptionsxpress Holdings, Inc (Subsidiary Of The Charles Schwab Corporation) Mar 2003 - Aug 2011Directed financial operations of a stand alone broker dealer that went public in 2005. Played a lead role in the company’s IPO and subsequent filings, including set up of 10K and 10Q SEC forms, proxy filings, and quarterly press releases. Implemented a new G/L system when the company went public. Transitioned operations and staff of three acquired firms. Developed and implemented new systems to integrate 3 acquired companies, including internal controls and SOX processes.
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Accounting ManagerMellon Leasing Corporation Dec 1996 - Nov 2002Oversaw the accounting department of a company that financed leasing of office equipment and medical equipment. Coordinated accounting for a subsidiary, including current and deferred income taxes. Managed a team of four accountants and administrative staff.
Ron Wetzel Education Details
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Northern Illinois UniversityMaster Of Accounting Science -
Northern Illinois UniversityAccounting
Frequently Asked Questions about Ron Wetzel
What company does Ron Wetzel work for?
Ron Wetzel works for Sarna Holdings Inc.
What is Ron Wetzel's role at the current company?
Ron Wetzel's current role is Chief Financial Officer at Sarna Holdings Inc..
What schools did Ron Wetzel attend?
Ron Wetzel attended Northern Illinois University, Northern Illinois University.
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