Plymouth, MA | Hyannis, MA | Fort Myers Beach, FL
Also known as: mjosephcpa
Hands-on, results-oriented financial executive with a history of outstanding performance in diverse business environments, including financial services (corporate, holding company, and family office), real estate development and investment management, manufacturing operations, distribution, and public accounting. Proven success in financial systems, reporting, internal control, budgeting and forecasting. Strong track record in strategic planning, acquisitions and divestitures, working capital management, corporate administration, and holding company operations. A decisive, dedicated leader able to develop and manage teams that consistently meet or exceed customer, partner, and corporate objectives and expectations. Specialties Loan origination, structuring, and placement Portfolio company acquisitions, joint ventures, and mergers Real estate development and management Electronics and plastic manufacturing Distribution (wholesale products and commodities) Personal and pass-through tax structuring Family office operations and management
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