CFO & Transaction Advisor
704.617.1541
smith@scalefinance.com

  • CFO & Transaction Advisor, Scale Finance LLC
  • Managing Director, Emerald Capital Advisors, LLC: Independent consultant to small- and medium-sized businesses
  • Senior Vice President, Wachovia Corporation: Head of Corporate Tax Consulting Group; Transaction Manager, Corporate Treasury Division – responsible for designing and implementing multi-billion dollar capital raising and investment transactions
  • Manager, Ernst & Young, Mutual Fund & Hedge Fund Tax Services Group
  • Manager, First Data Investor Services Group, Mutual Fund Administration Group
  • Senior Accountant, Arthur Andersen LLP
  • Northeastern University, Masters of Science in Taxation
  • Bentley University, Bachelors of Science in Accountancy