Haroldo Monteiro
Finance Director, REIT
Haroldo Monteiro has been leading business strategy projects at big retail companies in Brazil for more than 30 years. While working in this sector, he has developed the skills of a good communicator and negotiator. These two skills are relevant to the modern CFO who is striving to better align their company’s financial strategy with its core operating strategy.
Haroldo has expertise in the development of structured finance operations through the issuance of CRIs (Certificate of Real Estate Receivables) and Debentures. Evaluation of corporate financing needs for investment purposes, working capital, changes in capital structuring, and restructuring of company´s debt.
Haroldo holds an MBA Degree in Business Administration at Ohio University and a Ph.D. at Rennes School of Business in France. His thesis addresses the topic of the importance of a CFO’s soft skills and the company’s performance. In addition, he has an interest in researching CFO’s leadership skills and their influence on financial management performance.
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Marty Mooney
Vice President at Equity38
Marty is a private equity professional who also has experience working inside small- and medium-sized businesses in a wide variety of industries. He has led M&A processes and also helped CEOs create and drive strategies. In addition to closing private equity deals, he has raised debt and equity financing, built financial packages and financial models, worked as an interim CFO, and has helped start businesses.
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Shauna Moran
Executive Coach
Awarded as one of the Top 10 Leadership Development Coaching Companies in Europe 2020 by HR Tech Outlook.
As a transformational coach to founders, leaders and teams of fast-growing distributed companies I empower my clients to gain true strategic clarity on their remote working operations; to achieve excellent & measurable results, and to do it quickly.
I’ve experienced the challenges of hiring multi-location and remote teams, I’ve researched it, I’ve solved it and now I save businesses time and money in experimenting on how to make their workforce effective.
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Kevin Morris
CPA, CMA
Kevin has over 20 years of experience leading financial and operational teams to improve customer satisfaction and financial performance. He has worked in a wide variety of industries including aerospace, logistics, power generation, insurance, manufacturing, retail, airline, and oil field services. He’s held a wide range of roles from financial analysis, business planning, and operations optimization through to CFO. Kevin is the Chief Financial Officer at JBPA Developments - a family office based in Ottawa with operations in Canada and the US.
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Tariq Munir
Managing Partner, Finspyr
Tariq is the Author of Reimagine Finance (Wiley), a thought leader in AI and digital transformation, a LinkedIn Top Voice, and an international keynote speaker. With over 20 years of experience across Fortune 500s and other global firms, he is a trusted advisor to the C-suite. Tariq specialises in crafting strategic digital roadmaps, fostering digital-first cultures, and leading responsible AI transformation.
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Prasad Nilantha
Finance Manager
Prasad is a professionally qualified Chartered Accountant with a BSc Business Administration and over 15 years of diverse experience in B2B & B2C businesses across numerous industries and geographies. He is currently working as a finance manager. He has also taken upon himself to learn about concepts and terms commonly used but infrequently understood in our profession.
Prasad allows CFO.University to share his work with our global finance community under his column “Learning Financial Concepts from the Excerpts of Others”. Prasad researches various financial concepts of interest to the CFO and summarizes these concepts for our consumption in an easy to understand fashion. Learning filled pieces that take minutes, not hours to get through.
You can find Prasad’s full collection excerpts here Learning Through PN
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John O’Dore
Co-Founder at Chinook Capital Advisors
John has been a trusted advisor working with business owners and shareholders of privately held businesses for more than 25 years with leading investment banking firms such as Seattle-based Meridian Capital and global investment banking firms Credit Suisse First Boston, Merrill Lynch and Bank of America. He has developed a successful track record by helping owners work through complex business transitions, recapitalization and company sale transactions. John has closed more than 100 company sale, recapitalization, financing and M&A transactions across multiple industries ranging from branded consumer to food and beverage, manufacturing, aerospace, business services and more.
For 20+ years, John lived and worked across Asia in China, Hong Kong, Taiwan and Singapore. During his time abroad he picked up two Chinese dialects as well as global insight which enables him to bring both local and global perspective to transactions today.
In 2010 John returned to his native Seattle and continued his work in investment banking with Seattle-based Meridian Capital. In 2017 he co-founded Chinook Capital Advisors with Ed Kirk.
A graduate of Seattle University’s Albers School of Business, John currently serves as a board member for the Albers Alumni Association as well as the Association for Corporate Growth, Seattle Chapter. He and his wife, Candy, have three grown children and a grandchild. When he’s not helping his clients, John often dreams of his next fishing and crabbing boat or helps cheer on the Mariners to the next World Series.
