CFO Moves this week include:
|Coca-Cola Bottling Co. Consolidated||Nielsen||Anaplan|
|Life Fitness||Cooper’s Hawk Winery & Restaurants||PS Business Parks, Inc.|
|Mavenlink||Songtradr||Marlin Business Services Corp.|
|Refinitiv||Blue Cross Blue Shield of Arizona||Kasasa|
|Tmunity Therapeutics, Inc.||Aura Biosciences||Diversicare Healthcare Services, Inc.|
|Skanska||Talend||IEC Electronics Corp.|
|Aspen Group, Inc.||AlphaPoint||Detroit|
|University of Pittsburgh||FactSet Research Systems Inc.|
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Coca-Cola Bottling Co. Consolidated [CHARLOTTE, N.C.] (NASDAQ: COKE) announced that it has appointed Scott Anthony as the Company’s Executive Vice President, Chief Financial Officer, effective December 31, 2018. Mr. Anthony will succeed Dave Katz who will transition to his new role of President and Chief Operating Officer on December 31, 2018. Mr. Anthony is expected to join the Company on November 30, 2018 and will serve as Senior Vice President, Treasurer until he assumes the role of Executive Vice President, Chief Financial Officer. Mr. Anthony will join Coca-Cola Consolidated after serving as Executive Vice President and Chief Financial Officer of Ventura Foods since 2011. Prior to Ventura Foods, Mr. Anthony spent 21 years with Coca-Cola Enterprises in a variety of roles, including as Vice President, Chief Financial Officer, North America.
Nielsen [NEW YORK] announced that David J. Anderson joined Nielsen and will become Chief Financial Officer as of September 10, 2018. From 2003 to 2014, Anderson served as Senior Vice President and Chief Financial Officer of Honeywell International Inc. Anderson succeeds Jamere Jackson, who served in the role since 2014 and has resigned to pursue an opportunity outside of the company. Previously, Anderson served as CFO of diversified manufacturer ITT Industries, Inc. and of Newport News Shipbuilding. Anderson also spent five years as a divisional CFO at RJR Nabisco. Anderson has also held key financial roles at Kraft, and The Quaker Oats Company. Most recently, he served as CFO of Alexion Pharmaceuticals.
Anaplan [SAN FRANCISCO] announced the appointment of David Morton Jr. as chief financial officer, effective Monday, September 10, 2018. In his most recent role, Morton was the Chief Accounting Officer at Tesla, and he also spent over 20 years at Seagate Technologies. He has held numerous leadership positions at Seagate, most notably as the EVP and CFO at Seagate Technologies for approximately three years. Morton also served as Seagate’s senior vice president, treasurer and principal accounting officer responsible for overseeing Seagate’s corporate finance, treasury and accounting activities. He joined Seagate in 1995 and over the last twenty years has held multiple leadership roles in both the US and Asia, each increasing in scope within Seagate’s global finance organization including corporate financial planning, revenue consolidation, manufacturing, pricing, and sales operations.
GLG (Gerson Lehrman Group, Inc.) [NEW YORK] announced that Brian Dockray will join the company as Chief Financial Officer. Dockray has nearly 20 years of experience as a CFO, serving most recently as CFO of Ipreo, a position he held for 17 years. He previously worked at NextVenue Inc., Deutsche Bank, NBC, and Deloitte. Dockray begins work September 12, 2018.
DealerSocket [IRVING, Texas] announced the appointment of Gary Ito as chief financial officer. Most recently, he was the chief financial officer of Outmatch. Prior to Outmatch, he led finance and operations at SAP Ariba and was also the CFO of Quadrem. Ito began his career at Nortel where he held a variety of finance and management positions in both North America and Asia for over 18 years.
Mimecast Limited [LEXINGTON, Mass.] (NASDAQ: MIME) announced that Peter Campbell, Mimecast’s CFO, has informed the Company of his intention to step down after a seven-month transition period. Mr. Campbell will continue as CFO through March 31, 2019.
Life Fitness [ROSEMONT, Ill.] announced that Marie Graul has joined the Company as its chief financial officer. Most recently, Graul was CFO at the MXD Group, and before that assignment had served as the chief financial officer of Enesco Group Inc. Earlier in her career, she was the vice president of SmartSignal Corp., as well as chief financial officer and treasurer of Patron Systems Inc. She also has served as senior vice president and chief financial officer of NTE, Inc., and chief financial officer and Treasurer for Schwak, Inc.; and vice president and investment analyst of J&W Seligman & Co. Graul started her career at the U.S. Securities and Exchange Commission, where she was a financial analyst and presidential fellow. Graul also is a member of the board of directors of Pelican Products.
Cooper’s Hawk Winery & Restaurants [CHICAGO] announced the appointment of Michael Coyne as Chief Financial Officer, effective October 1. Most recently, Coyne served as Chief Financial Officer at Potbelly Corporation, which included a period as interim Chief Executive Officer. Prior to joining Potbelly, he served as Senior Vice President, Small Business at CNA Financial Corporation, and as Chief Financial Officer of CNA’s Property & Casualty Operations business. He also spent seven years at Sears Holdings Corporation, culminating as Vice President and Treasurer. Michael also held various financial roles at Schering-Plough Corporation.
PS Business Parks, Inc. [GLENDALE, Calif.] (NYSE: PSB) announced the appointment of Jeffrey D. Hedges as Executive Vice President, Chief Financial Officer and Secretary, effective September 17, 2018. Hedges joins PS Business Parks from Invitation Homes (formerly known as Starwood Waypoint Homes and prior to that Colony Starwood Homes), where he served as Senior Vice President, Accounting and Reporting, since 2015. Previously, Mr. Hedges was a Senior Manager at Ernst & Young LLP, where he served in the Transaction Advisory Services and Assurance (Audit) groups.
Incyte Corporation [WILMINGTON, Del.] (NASDAQ: INCY) announced that David Gryska, Executive Vice President and Chief Financial Officer, intends to retire at the end of 2018 and that Incyte has launched a search for his replacement. Dave plans to remain at Incyte until the end of this year and will provide support during the transitional period.
CoPeace [HIGHLAND’S RANCH, COLO.] has hired Hanan Levin as a Chief Financial Officer (CFO). Hanan has served as Director of Capital Markets at Bank of the West. Hanan also founded Advanced Sustainable Technologies in Israel.
TicketGuardian [LOS ANGELES] announced Scott Matulich as its new Chief Financial Officer (CFO). Matulich joins TicketGuardian from Wells Fargo Bank where he held senior finance roles as Vice President and Regional Finance Manager.
AuditBoard [LOS ANGELES] announced the appointment of Karen Gift as the company’s Chief Financial Officer (CFO). Gift served as an advisor to the company prior to joining its executive leadership team. Prior to joining AuditBoard, Gift served as the Vice President of Finance for Blackline. Gift also held a Vice President of Finance role with talent management cloud software firm Cornerstone OnDemand.
OEConnection (OEC) [CLEVELAND] announced the appointment of Rich Garcia as its new Chief Financial Officer. Prior to joining OEC, Garcia served as Chief Financial Officer at Koroseal Interior Products, LLC,. Garcia has over 30 years of financial leadership experience, including holding top positions at Avtron Holdings, LLC, Wastequip, Inc., and Nacco Industries.
Vestmark [WAKEFIELD, Mass.] announced Mark Donohue as the firm’s new Chief Financial Officer. Prior to Vestmark, Donohue served nearly three years at Rapid7 in numerous executive roles including Vice President of Finance, Corporate Development, and Treasury & Investor Relations. Before this, Donohue held multiple Director level positions at Cisco Systems and Starent Networks. He also gained experience through his senior roles at IDC, Ferris Baker Watts, Teradyne, and Quantum.
Mavenlink [IRVINE, Calif.] announced it hired Piero Broccardo as Chief Financial Officer.
Prior to Mavenlink, Broccardo spent six years as CFO at Accurate Background. Prior to Accurate Background, Broccardo was CFO at Alchemy. Broccardo has also held key senior leadership roles encompassing pricing, strategic planning, and SEC reporting at Hines Nurseries, Lantronix and Ziba.
Songtradr [SANTA MONICA, Calif.] announced Clare Nicholls as its Chief Financial Officer. Nicholls worked for Salomon Brothers (now part of Citigroup), UBS Warburg and ABN Amro. Nicholls is also an advisor to the Marine Transport International.
Marlin Business Services Corp. [MOUNT LAUREL, N.J.] (NASDAQ: MRLN) announced that W. Taylor Kamp has left his position as Senior Vice President and Chief Financial Officer. Mr. Kamp will remain with Marlin as a consultant through the end of this year to assist in the transition of the Company’s finance and accounting functions.
Refinitiv [NEW YORK and LONDON] announced that Brian J. West has been appointed Chief Financial Officer, effective November 5, 2018. Brian will be joining Refinitiv from Oscar Insurance, an innovator in US health care, where he is Chief Financial Officer and Executive Vice President of Operations. Prior to Oscar, Brian spent nine years at Nielsen as Chief Financial Officer and then Chief Operating Officer. Previously, he held various CFO and other finance leadership positions over 16 years at General Electric.
Blue Cross Blue Shield of Arizona (BCBSAZ) [PHOENIX] has named Mark El-Tawil as chief financial officer (CFO). El-Tawil joins BCBSAZ from P3 Health Group, where he served as CFO. He previously served as West Division Leader for Humana, where he worked for nearly 10 years.
Tmunity Therapeutics, Inc. [PHILADELPHIA] announced the appointment of Graeme Bell as Chief Financial Officer (CFO) and Executive Vice President. Mr. Bell formerly served in CFO roles at Intellia Therapeutics, Anacor Pharmaceuticals, and at Merck & Co., Inc. in US and UK operations.
Aura Biosciences [CAMBRIDGE, Mass.] announced that Julie Feder has joined the company’s leadership team as Chief Financial Officer. Ms. Feder joins Aura from Verastem, where she served as Chief Financial Officer. Prior to joining Verastem, Ms. Feder spent six years at the Clinton Health Access Initiative, Inc. (CHAI) as Chief Financial Officer.
Diversicare Healthcare Services, Inc. [BRENTWOOD, Tenn.] (NASDAQ: DVCR) announced the appointment of Kerry D. Massey as the Company’s Executive Vice President and Chief Financial Officer, effective September 10, 2018. Prior to joining the Company, Mr. Massey served as Vice President and Corporate Controller of Compassus for the past six years. Mr. Massey also spent seven years collectively at M*Modal and its predecessors, where he served as Director of Accounting and SEC Reporting and was ultimately promoted to Vice President and Corporate Controller.
Skanska [NEW YORK] added Josie Mok as Chief Financial Officer for its USACommercial Development business unit. Mok replaces Axel Wingard who moved into a global position for the company based in Stockholm. Prior to joining Skanska, Mok served as the Senior Vice President for Financial Planning & Analysis in Forest City Realty Trust’s Brooklyn, NY office.
Talend [REDWOOD CITY, Calif.] (NASDAQ: TLND) announced it has appointed Adam Meister, former Managing Director at Goldman Sachs, as Chief Financial Officer, effective September 17, 2018. Prior to Goldman Sachs, he was a Vice President in the Technology, Media and Telecom Investment Banking Group at J.P. Morgan. He also served in various roles at Visa, Deutsche Bank and the Federal Reserve Bank of St. Louis.
IEC Electronics Corp. [NEWARK, New York] (NYSE AMERICAN: IEC) announced the appointment of Thomas L. Barbato as Senior Vice President, Finance and Chief Financial Officer. Barbato has had a successful 23-year career at Xerox Corporation, where he held a variety of high level finance and operational positions, most recently serving as Vice President, Finance – North America Operations Pricing and Contracting. Prior to that he was Vice President, Finance – U.S. Large Enterprise Operations. Before joining Xerox, Mr. Barbato served as Senior Auditor at Deloitte & Touche in Rochester, New York.
Aspen Group, Inc. [NEW YORK] (NASDAQ: ASPU) announced the appointment of Joseph Sevely as Chief Financial Officer. Janet Gill, AGI’s previous CFO, will move to the newly created position of Chief Accounting Officer. Sevely recently served five years as Managing Director and Chief Financial Officer of Cutwater Asset Management. He was previously Treasurer, Head of Market Risk Management and Head of Consumer Asset Backed Securities New Business at MBIA Inc. Earlier in his career, Sevely held positions of increasing responsibility at major Wall Street firms. Sevely served as Controller of Merrill Lynch’s Global Broker/Dealer Division, Head of Financial Planning & Analysis for Chemical Bank’s Capital Markets Division and he also led teams responsible for derivative and structured finance product development and client marketing at Bankers Trust. He started his professional career at the Boston Consulting Group.
AlphaPoint [New York] announced the appointment of Kevin Held as its first Chief Financial Officer (CFO). Most recently, Held was the CFO of OEMS provider TradingScreen. Held’s previous experience also includes executive and senior roles at the global institutional trading network Liquidnet, Sandler O’Neill and Partners, and a number of boutique securities firms serving the private equity, institutional and investment banking arenas.
University of Pittsburgh [PITTSBURGH] has named Hari Sastry to serve as senior vice chancellor and chief financial officer. Sastry currently serves as the director of the Office of U.S. Foreign Assistance Resources at the U.S. Department of State. Sastry previously served as deputy assistant secretary for resource management in the U.S. Department of Commerce. Prior to joining the Department of Commerce, Sastry worked at the White House Office of Management and Budget as chief of the Veterans Affairs and Defense Health Branch. Arthur Ramicone, who has served as CFO since 2010, announced his retirement in February.
FactSet Research Systems Inc. [Norwalk, Connecticut] announced that Maurizio Nicolelli stepped down from his position as Senior Vice President, Chief Financial Officer. Nicolelli, who has been with FactSet since 1996 and had been in his current role since 2009, will remain with the Company until December 31, 2018. FactSet appointed Helen Shan as the Company’s Executive Vice President and Chief Financial Officer. Prior to her appointment as FactSet’s new CFO, Ms. Shan, served as the CFO for Mercer, from 2014 to 2018. From 2013 to 2014, Ms. Shan held the position of Vice President and Treasurer at Marsh and McLennan Companies. Prior to 2013, Ms. Shan served as Vice President and Treasurer of Pitney Bowes Inc. for eight years. Between 1993 and 2004 she worked in various roles within J.P. Morgan Securities, Inc., with her most recent experience as Managing Director.