About Pat

<b>Pat Frerkes</b>
Pat FrerkesSenior Analyst
Strategic CFO with proven experience achieving scale, operating efficiencies, and appropriate metrics in all size companies; particularly skilled in start-ups and in the banking, insurance, real estate, and health care industries.  Has served as the key executive financial partner in M&A engagements.


Some of my highlights

My Experience

As a Strategic CFO:

  • Tailor financial statements to clients’ needs, i.e., fund raising, sales or purchases, etc.
  • Develop appropriate metrics for optimizing financial performance.
  • Creative deal maker driven to profit-enhancing or strategic opportunities.

My experience has been honed by working with such companies as :

     Lockheed Martin Technology Start-ups (24)

     The Lights on Lab VC Fund

     Strategic Growth Bank

     Heritage Trust Company

     AXA Investment Division, Germany

     Mountain States Financial Corporation (public)

     Deloitte & Touche