| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Mr. Biz | Strategic Partner | Cash Flow Pro | On-Demand CFO | Author | Speaker | Radio Host |
Mr. Biz Solutions |
United States |
Sep 2017–Present |
3 yrs 9 mos |
| 2 |
Mr. Biz | Speaker | Mr. Biz Radio Host | Cash Flow Pro | Podcast Host | On-Demand CFO |
Mr. Biz Radio |
Columbus, Ohio Area |
Nov 2016–Present |
4 yrs 7 mos |
| 3 |
Advisory Board Member | Strategic Partner | Cash Flow Pro | Fractional CFO | Revenue Growth |
Ocinator Fitness |
United States |
Jan 2020–Present |
1 yr 5 mos |
| 4 |
Author of "Pathway to Profits" - #1 Bestseller |
Kindle Books |
United States |
Feb 2019–Present |
2 yrs 4 mos |
| 5 |
President | Part-time CFO | Cash Flow Pro | Author | Speaker | Mr. Biz Radio Podcast Host |
Wentworth Financial Partners |
Columbus, Ohio Area |
Dec 2015–Present |
5 yrs 6 mos |
| 6 |
Radio Host | Mr. Biz Radio | Speaker |
Discover Community Network |
Reno, Nevada Area |
Aug 2019–Present |
1 yr 10 mos |
| 7 |
Advisory Board Member | Cash Flow Pro | On-Demand CFO | Strategic Partner | Growth Expert |
Capstone Wealth Advisors |
Columbus, Ohio Area |
Jan 2019–Present |
2 yrs 5 mos |
| 8 |
Author of "How to Be a Cash Flow Pro" - Bestseller |
CreateSpace |
United States |
Feb 2018–Present |
3 yrs 4 mos |
| 9 |
Advisory Board Member | Strategic Partner | Cash Flow Pro | On-Demand CFO | Revenue Growth |
KODAK 3D Printing (Smart International) |
United States |
Jan 2020–Feb 2021 |
1 yr 2 mos |
| 10 |
General Manager - Product Optimization | Profitability | Pricing | Expense Control | Cash Flow Pro |
Werstler Management, LLC |
Columbus, Ohio Area |
Jan 2016–May 2016 |
5 mos |
| 11 |
Executive Director - Head of Financial Planning and Analysis |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
May 2005–Dec 2015 |
10 yrs 8 mos |
| 12 |
CFO |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Sep 2002–May 2005 |
2 yrs 9 mos |
| 13 |
Senior Investment Analyst |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
May 2000–Sep 2002 |
2 yrs 5 mos |
| 14 |
Regional CFO |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Dec 1998–May 2000 |
1 yr 6 mos |
| 15 |
National Asset Recovery Manager |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Dec 1997–Dec 1998 |
1 yr 1 mo |
| 16 |
Divisional Finance Manager |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Sep 1996–Dec 1997 |
1 yr 4 mos |
| 17 |
Senior Financial Analyst |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Feb 1995–Sep 1996 |
1 yr 8 mos |
| 18 |
Accountant |
JPMorgan Chase & Co. |
Columbus, Ohio Area |
Jun 1993–Feb 1995 |
1 yr 9 mos |