Managing Director
Brett Frevert has an extensive resume of senior financial leadership with successful companies; including First Data Corporation, Grubb & Ellis Pacific Realty Group, and Deloitte & Touche. His project design, management, communication, and mentoring capabilities have developed over his years of experience working for and with premier businesses.
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Director
Bill McInturf has 25 years experience of senior financial leadership primarily in the real estate industry. Bill’s experience is in real estate brokerage, property management, development, and a variety of ancillary companies. He has participated in private fund raising, acquisitions, dispositions, acquisition financing, re-financing and mezzanine financing.
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Director
Don Heimes has over 35 years of experience in financial management. He has worked in accounting, auditing, mergers and acquisitions, dispositions and corporate management. Don is experienced in the hospitality, manufacturing and construction industries. He spent eight years facilitating mergers, acquisitions, dispositions and developing financial packaging. Don has overseen stock-offerings, handled investor relations and implemented new SOX compliance policies under SEC regulations. He has served companies as both CFO and CEO.
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Director
Edgar has a thorough history in the grain industry throughout the Midwest as exemplified by his tenures within commercial futures, major exporters such as Cargill, managing and living in rural communities, and stints at the Chicago Board of Trade.
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Director
Julie Bauder has over 15 years of experience working with both small and large companies including ConAgra,Southwestern Bell, Lozier and Orthopedic Marketing Group. She has worked with startup companies as well as supported the continued success of small businesses in the construction, manufacturing and service industries. Julie specializes in cost accounting, cash management and staff development.
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Director
Karen Snow has over 20 years of experience in financial services, including banking, equipment leasing, and vehicle leasing. Additionally, she has five years of public accounting experience with national and local practices in audit and tax. She has advanced capabilities in applying audit and analytical skills to identify and correct weaknesses in accounting processes.
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Director
Mark Nelson has over 25 years experience working with businesses in a variety of industries. In this capacity, he has helped his clients analyze their operations to increase operating efficiencies, streamline their administrative procedures and in turn, maximize their overall profitability.
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Director, CFO Capital
Mike leads CFO Capital, the corporate financing division of CFO Systems. He has nearly 40 years of business and financial experience including 15 years in the investment banking and financial consulting industries. Mike has participated in numerous mergers and acquisition transactions as well as corporate financing opportunities ranging in size from $50,000 to $20 million.
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Director
Mike Chochon has an extensive background in corporate finance with over 20 years of industry experience with Ernst &Young, Oracle Corporation, Iomega, E*TRADE Financial, and most recently TD Ameritrade. A graduate of UNL, Mike grew up in Crete, NE. He has lived in Silicon Valley, Salt Lake City, AND New York City before spending the last eight years in Omaha. Mike’s passion is bringing value to companies big and small.
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Director
Pat Kelley, has a successful history in ownership and executive management within the restaurant industry. He has experience in administrative accounting functions and budget management. He has performed auditing and income tax services for retail, financial, manufacturing, and governmental clients.
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Principal Director, California
Rania Narouz is a senior financial management executive and a seasoned consultant with more than 15 years of international experience. She leverages years of experience in emerging markets, international finance and economic development to devise strategic solutions for challenges facing middle-market companies, turnarounds, startups and SMEs. Rania specializes in developing partnership alliances, managing global relationships, originating/structuring and negotiating financing transactions. Her hands-on expertise includes system analysis and process improvement projects focused on improving financial performance, heightening productivity and strengthening internal controls for operational excellence and cost optimization.
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Director, West Texas
Trace George, CPA, has 19 years of experience in financial operations leadership and accounting. He has primarily served the healthcare industry with additional experience in industrial engineering and wholesale oil and gas. Trace has worked in both for profit and not-for-profit entities in a variety of markets. As an experienced CFO and Controller, he places a heavy emphasis on process analysis, accurate financial reporting and operational profitability.
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