More than 25 years of finance leadership, from Wall Street to growing companies.
I have worked as an analyst at a global investment firm, a CFO, a director of finance and an interim executive. Then I built a fractional practice around what those jobs taught me.
1998: Wall Street Analyst
I began at The Blackstone Group in New York, moving from financial analyst to manager across the founders' personal investments and Corporate Finance. I built forecasting and investment-return models and worked directly with the CFO on special requests.
2004: First seat as CFO
I became CFO of a company with $20M in revenue, directing all of its finance and accounting. I secured a $1M line of credit and consulted on the $40M acquisition.
2007: Livingston Financial
In 2007 I founded Livingston Financial to offer senior financial leadership in a flexible, affordable model, when outsourced CFO services were still new. My longest assignments grew from it.
I scaled a company from 3 to 50+ employees across 14 states and opened multiple offices.
I led capital raises of $20M+, multi-scenario models, ESOP and 401(k) plans.
I grew a company from $2M to over $8M in revenue.
2025: Fractional CFO USA
I launched Fractional CFO USA in 2025 to serve fractional clients, operating as a trade name of Livingston Financial, Inc. I work with companies generating $10M to $50M+ in revenue as a part-time or project-based finance leader.
What this history means for your company
Investment-firm discipline
I know how returns, valuations and investor reporting are built, and how to link finance with technology so the numbers hold up.
I have run finance, not just advised on it
I have run payroll across states, benefits, systems and investor relations for fast-growing companies.
Ready for a raise or an exit
I have raised $20M+, designed an ESOP and advised on a $40M acquisition, so capital and ownership questions are familiar ground.
See how this experience fits your company.
