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Current Employers
B2B Cfo Investment Company, Llc

Queen Creek, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2012-03-07
  • AZ RA
    APPROVED
    Since 2012-03-07

Branch Locations

Queen Creek, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B2B Cfo Partners, Llc Gilbert AZ 12/1987 Present
  • 12/1987 → Present
    B2B Cfo Partners, Llc
    Gilbert, AZ
Other Businesses

MANAGING MEMBER OF B2B CFO PARTNERS, LLC WHICH PROVIDES CHIEF FINANCIAL OFFICER SERVICES FOR SMALL AND MID-SIZE COMPANIES. IT OFFERS EXIT STRATEGIES, BANKING AND LENDING RELATIONSHIPS, PROFIT IMPROVEMENT, FINANCIAL AND STRATEGIC PLANNING, CASH FLOW PROJECTIONS, WORKING CAPITAL IMPROVEMENT, GROSS PROFIT OPTIMIZATION, EXPENSE REDUCTION, TIMELY AND ACCURATE FINANCIAL STATEMENTS, AND INCREASED SALES SERVICES. THIS IS NOT AND INVESTMENT CO. HE DEVOTES 5-10 HOURS AND NOT DURING THE BUSINESS HOURS OF B2B CFO INVESTMENT CO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-03
  • S65 Uniform Investment Adviser Law Examination
    2012-01-03

View on SEC IAPD

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