Tim Harvey Email & Phone Number

Indianapolis, In, Us

Carmel, In, Us

Milestone is the latest version of fractional finance and HR services founded by Tom Gabbert, who helped create the fractional support category over 20 years ago. As Managing Director of Milestone's new national CFO practice, Mr. Harvey is responsible for building out the business' go-to-market plan, helping create networks of support for the Milestone portfolio, and ensuring the firm brings in the right talent to position Milestone's clients for success. Adding the CFO layer to Milestone's core Accounting and HR expertise brings senior-level business and finance experience to creative, growing businesses, helping to make a difference "for the entrepreneurs out there making a difference every day".

Penn Street Advisors, LLC helps technology companies define their vision, outline their business strategy, develop operating plans and supporting financial models, and prepare for investor discussions and funding.

Cupertino, Ca, Us

Responsible for all aspects of corporate Finance (including Accounting, Reporting, Analysis, and Planning), HR, Legal, and Facilities activities, as well as supporting Business Operations. Moxo was founded to deliver a new generation of collaboration experiences. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences. With OneStop, businesses can bring structure to client interactions that are stuck in fragmented silos, helping control the chaos of managing relationships and avoiding significant manual intervention. Designed for the next-gen mobile world, Moxo helps organizations manage highly-interactive relationships, on-board and grow customer accounts, service those accounts through 'soft automation' and document-centric workflows, and help guide exception handling. All with the mission to raise client interaction quality and lower the cost of doing business.

Indianapolis, In, Us

Responsible for all aspects of Financial Management (Accounting, Reporting, Planning & Analysis, and Investor Relations), HR, Legal, and Facilities.Scale Computing is the leader in hyperconverged infrastructure for midsized organizations and Edge Computing. Scale's HC3™ platform seamlessly integrates servers, virtualization and storage into a single system that is easy to use and highly scalable, dramatically lowering the barriers and costs involved in keeping applications running in a highly available and scalable manner.

Penn Street Advisors, LLC helps young technology companies define their vision, outline their business strategy, develop operating plans and supporting financial models, and prepare for investor discussions and funding.

Denver, Co, Us

Responsible for all aspects of Financial Management (Accounting, Reporting, Planning & Analysis, and Investor Relations), HR, Legal, and Facilities. Helped drive the conversion of the Company from an LLC to a C-Corp, and close final funding, in anticipation of the eventual IPO (2011). Angie's List was developed into an innovative home services website. Founded in 1995, it is an online directory that allowed users to read and publish crowd-sourced reviews of local businesses and contractors.

San Jose, California, Us

Responsible for all financial planning and analysis activities, management reporting, as well as strategic planning and investor relations support. Led the integration team for WebEx as part of the post-acquisition process (Cisco 2007, $3.2B) with Cisco's M&A Integration Team.

Santa Clara, California, Us

Originally, VERITAS Software, Inc., acquired by Symantec in 2005 ($13.2B).1.5 years as Sr. Director, Investor Relations, supported the strategy presentation and 'road show' for the merger with Symantec to VRTS and SYMC investors. 4 years as Director, then Sr. Director, of Corporate Financial Planning and Analysis; helping achieve the $1B Revenue mark in 2000, including 25% YTY growth during the post "dot com" bubble disruption, and then through to the $2B level prior to the merger with SYMC.

Milpitas, Ca, Us

Regional Controller (International), then Sr. Manager of Corporate FP&A Team.

Armonk, New York, Ny, Us

IBM World Trade Group - Latin America Headquarters, various roles and management in accounting, planning, and pricing. Country experience in Brazil, Venezuela, Argentina, Peru, Ecuador, Honduras.

Worldwide, Oo

Sr. Auditor in the New York Practice Office, 1 World Trade Center.Sponsored by the firm for graduate work at NYU Stern School of Business.

Mba, Finance

Ba, Government - International Politics

Education record