Co-Founder & Partner
Current
Oct 2023 - Present
AeroLeads people directory · profile
Steven Hale, Cpa Email & Phone Number
Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services
at
OakBridge Advisory Services
1 work email found
@hl.com
5 phones found area 480, 702, and 801
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services
Location
Allen, Texas, United States
Who is Steven Hale, Cpa? Overview
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Quick answer
Steven Hale, Cpa is listed as Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services at OakBridge Advisory Services, based in Allen, Texas, United States. AeroLeads shows a work email signal at hl.com, phone signal with area code 480, 702, 801, and a matched LinkedIn profile for Steven Hale, Cpa.
Steven Hale, Cpa previously worked as Co-founder & Partner at Oakbridge Advisory Services and Senior Vice President at Houlihan Lokey. Steven Hale, Cpa holds Master'S Degree, Accounting from Arizona State University, W. P. Carey School Of Business.
Company email context
Email format at OakBridge Advisory Services
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*@hl.com
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AeroLeads found 1 current-domain work email signal for Steven Hale, Cpa. Compare company email patterns before reaching out.
Profile bio
About Steven Hale, Cpa
Texas licensed CPA providing buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers.
Listed skills include Accounting, Budgets, Accounts Receivable, Leadership, and 23 others.
Current workplace
Steven Hale, Cpa's current company
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9 roles
Steven Hale, Cpa work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Apr 2022 - Oct 2023
Vice President
May 2020 - May 2022
Transaction Advisory Services
Houlihan Lokey
Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic buyers.
Jan 2018 - May 2020
Senior Associate, Financial Due Diligence - Deal Advisory
Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers.
Oct 2016 - Jan 2018
Assurance Staff
Provide audit and assurance services to public and private organizations within the Healthcare and Life Sciences sector.
Aug 2014 - Sep 2016
Director Of Innovation
- Provided in-depth financial analysis and developed processes, controls, and systems for a new business unit with projected annual revenues of over $500K- Created customized budget spreadsheet for 250+ clients which resulted in overhead savings of $42K/yr.- Developed and audited standard operating procedures and training manuals for four different.
Oct 2012 - Jul 2014
Assistant Controller
- Implemented metrics in Accounts Receivable and Accounts Payable to measure key indicators and helped teams improve performance- Developed and implemented auditing processes which reduced Accounts Receivable and Accounts Payable error rates to below 1%- Divested of an unprofitable service line and managed the transition of accounts to contracted service.
Mar 2011 - Nov 2012
Senior Corporate Accountant
- Diagnosed problem areas and implemented efficiencies in corporate accounting which resulted in savings of $100,000 annually- Performed payroll functions for 600+ employees with a 99.9% accuracy rate- Compiled financial reports, performed adjusting journal entries, and assisted in accounting period closing and annual budgeting process
Feb 2009 - Mar 2011
2 education records
Steven Hale, Cpa education
Master'S Degree, Accounting
Bachelor'S Degree, Accounting
FAQ
Frequently asked questions about Steven Hale, Cpa
Quick answers generated from the profile data available on this page.
What company does Steven Hale, Cpa work for?
Steven Hale, Cpa works for OakBridge Advisory Services.
What is Steven Hale, Cpa's role at OakBridge Advisory Services?
Steven Hale, Cpa is listed as Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services at OakBridge Advisory Services.
What is Steven Hale, Cpa's email address?
AeroLeads has found 1 work email signal at @hl.com for Steven Hale, Cpa at OakBridge Advisory Services.
What is Steven Hale, Cpa's phone number?
AeroLeads has found 5 phone signal(s) with area code 480, 702, 801 for Steven Hale, Cpa at OakBridge Advisory Services.
Where is Steven Hale, Cpa based?
Steven Hale, Cpa is based in Allen, Texas, United States while working with OakBridge Advisory Services.
What companies has Steven Hale, Cpa worked for?
Steven Hale, Cpa has worked for Oakbridge Advisory Services, Houlihan Lokey, Kpmg, Ey, and Firstservice Residential Arizona.
How can I contact Steven Hale, Cpa?
You can use AeroLeads to view verified contact signals for Steven Hale, Cpa at OakBridge Advisory Services, including work email, phone, and LinkedIn data when available.
What schools did Steven Hale, Cpa attend?
Steven Hale, Cpa holds Master'S Degree, Accounting from Arizona State University, W. P. Carey School Of Business.
What skills is Steven Hale, Cpa known for?
Steven Hale, Cpa is listed with skills including Accounting, Budgets, Accounts Receivable, Leadership, Accounts Payable, Auditing, Payroll, and Financial Analysis.
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