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Gregg Glaser
Executive CFO with deep expertise in securities brokerage and professional services
San Diego, CAChief Financial Officer44 years experienceExecutiveFinancial ServicesSecurities BrokerageWealth Management
ScreenedReferences VerifiedIdentity VerifiedStrongly Recommended
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About
Operations/finance leader with experience building the operational backbone for fast-growing firms, including setting up recordkeeping, internal controls, and brokerage-specific clearing firm decisions. Helped scale an entity from ~$30M to nearly ~$300M and later modernized consulting-firm expense operations by implementing Concur integrated with ERP, with a hands-on approach to systems selection and change management.
Experience
Chief Financial OfficerExecutive Consulting Group, LLC
Chief Financial OfficerFirst Allied Holdings Inc.
Chief Financial OfficerAdvanced Equities Financial Corp.
Chief Financial Officer-Independent Brokerage GroupWachovia Securities
Chief Financial Officer and DirectorJWGenesis Financial Corp.
Audit SeniorPrice Waterhouse, LLP
Education
University of Floridabachelor, Accounting (1981)
Key Strengths
- Scaled a financial services business from ~$30M to nearly ~$300M in a few years
- Built foundational operations: recordkeeping systems and internal controls in a small, fast-growing firm
- Hands-on systems selection and implementation ownership (involved in all system selections)
- Improved financial transparency by enabling self-serve access for department managers via QuickBooks Online
- Diagnoses inefficiencies through walkthroughs and direct interviews with task owners
- Led T&E modernization by replacing clunky ERP expense module with Concur integrated to ERP
- Influenced executive decision-making on compensation strategy (shifted discretionary profit sharing to match + salary increases)
Reference Highlights
Strongly Recommended
- strong at finding and partnering with experts
- holistic approach to evaluating systems and processes
- collaborative in identifying improvements
- improved accuracy and transparency of key performance metrics
- thorough stakeholder engagement to understand data needs and gaps
- effective cross-functional partner with finance and IT
- creates automated, on-demand reporting
- effective communication and rollout planning
- provides important strategic guidance on equity matters
- optimizes shareholder value and clarity
- increases value and fairness in equity decisions
- sincere listener who builds common ground and shared language
- effective long-term mentor
- helps others better understand financial and operational models
- asks questions others are unwilling to ask
- prioritizes accuracy and integrity above all else
- grounded in strong financial and legal knowledge and experience
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