Leadership

William Lieberman
Founder & Managing Partner

Mercedes Jorge
Director of Marketing

Sarah Lieberman
Co-Founder, COO

Bill Stone
Strategic Advisor

Thomas Moysak
VP of Business Development

Beth Tardalo
Executive Assistant

Joan Sebring
Director of Client Success

Alfonso "Fonzi" Lieberman
Chief Barkologist
Our Experts
Finance

Scott Ackerman
Fractional CFO

Edouard Biron
Financial Consultant

David Cox
Fractional CFO

Molly Heglund
Fractional CFO

Steven J Landzberg
Fractional CFO

Declan O'Beirne
Fractional CFO

Max Roberts
Fractional CFO

John Rutowicz
Fractional CFO

John Waterbury
Financial Consultant

Sarah Appleton
Fractional CFO

Russell Boedeker
Fractional CFO

Keith Eckert
Fractional CFO

Dan Holmes
Fractional CFO

Nathan Littlewood
Fractional CFO

Joe Orsi
Financial Consultant

Juan Carlos Rodriguez
Fractional CFO

Ernest J. Scheidemann
Fractional CFO

Chris Whitten
Fractional CFO

Gary Beebe
Fractional CFO

Matt Burlando
Fractional CFO

Greg Essner
Fractional CFO

Tyler Jensen
Fractional CFO

Utsav Nakra
Fractional CFO

Nico Pecchi
Fractional CFO

Rick Rhodehamel
Fractional CFO

Lisa Shaari
Fractional CFO

Stuart Benson
Fractional CFO

Scott Burton
Fractional CFO

Bob Fiorella
Fractional CFO

Mark Keeley
Fractional CFO

Nancy Nye
Fractional CFO

Kim Petry
Fractional CFO

Bill Ruan
Financial Consultant

David Stiffman
Fractional CFO
Transaction Services Group

Trevor Andersen
Fractional CFO

Julie DeVincenzi
Operations Manager

Sarah Appleton
Fractional CFO

Bruce Eckfeldt
Value Strategist

Edouard Biron
Financial Consultant

Andrew Jaquith
Accounting Manager

Loren Buck
Fractional CFO

Max Roberts
Fractional CFO
Accounting

Devin Engalmann
Senior Accountant

Andrew Jaquith
Accounting Manager

Rosa McAllister
Senior Accountant

Chad Francoise
Senior Accountant

Jim Jordan
Sales Tax Consultant

Paola Reyes
Accounting Manager

Dawn Gamble
Controller

Jessica Kimbrough
Senior Accountant

Alex Selmani
Accounting Manager

Joanne Higgins
Controller

Fen Liu
Senior Tax Accountant

Steven Tardalo
Accounting Manager
People, Strategy, and Organizational Performance

Annmarie Allen
Fractional CHRO

Karen Stultz
Fractional COO

Stephanie Iaboni
Fractional CHRO

KC Weinraub
Compensation Consultant

Kevin Kahn
Fractional CHRO

Ed Woo
Recruiting Consultant

Jianna Lieberman
Fractional CMO