A trusted professional with an institutional background
Jeff Stone, MBA, is a corporate finance and strategy professional with more than 15 years of experience within financial services and other industries. His expertise goes beyond traditional corporate finance and includes assessing the business impact of strategic investments, opportunities, new ventures and acquisitions, as well as leading strategic planning efforts with an emphasis on delivering financial and operational value to both businesses and customers. Jeff relies on his strong analytical, problem solving and communication skills to help his clients make impactful business decisions.
Jeff has worked across a range of organizations, from century-old organizations to hyper-growth franchises and start-up ventures, and in a variety of leadership roles, including:
- Corporate Financial Planning and Analysis
- Business Strategy & Analytics
- Venture Capital & Private Equity
- Long-Range Planning and Budgeting
- Operational Improvement and Excellence
Jeff relies on his strong analytical, problem solving and communication skills to help his clients make impactful business decisions. He holds a Master of Business Administration degree from Boston University with a focus in Strategy & Innovation, and a Bachelor of Science in Finance & Economics from the University of New Hampshire.