Members

Over 30 years of experience in commercial banking, consulting, and investment banking. I am providing fractional CFO services to middle market businesses in a multitude of industries. With my 20 years of experience in providing FINOP services to my own broker dealer and a Series 27, I am currently providing fractional CFO services to several FINRA member broker dealers. My services extend from creating financial forecast models and pitch decks to communicate with investors and board members as well as strategic advice on business decisions. My industry experience includes Construction, retail/ecommerce, technology, subscription services, manufacturing, distribution and logistics.

https://www.beechwoodcapitaladvisors.com/

In addition to Investment banking services, Beechwood provides fractional CFO services to middle market companies in multiple industries through its affiliate, Oak Tree Consulting, LLC.