CSuite Financial Partners’ Experience
All Finance, Accounting & Administrative Functions
Business Development
Transactions
Auditing
Due Diligence
Financial Reporting/SEC Filings
Mergers & Acquisitions
Contract Negotiations
Banking Relations/Investor Relations
Treasury
Strategic Planning/Budgeting & Forecasting
Securitizations
Establishing International Ex-Patriot Programs
GAAP, IFRS & SOX Compliance
Transition Management
IT Integration
Industries
Financial Services: Banking, Public Accounting, Staffing & Recruiting, Leasing
Technology
Entertainment
Automotive
Banking
Healthcare
Real Estate
Lori Bell
managing PARTNER - private equity
Background
CSuite Financial Partners, a national full-service interim, project and CFO search executive firm is pleased to announce the addition of Lori Bell to its management team. Lori comes to CSuite Financial Partners with a global and national network that spans a track record of success servicing the needs of local, multi-national and international businesses from various industry sectors including private equity transactions.
Lori’s 25+ year career includes various roles in the banking industry. In her prior role as Global Banking Consultant for Wells Fargo, she helped companies in the $20M to $1 Billion range in revenues navigate through various stages of growth from start-up through ownership transition. She understands the unique nuances of growing companies and their need for competent financial support at various stages to help them take their companies to the next level.
CSuite Financial Partners is excited to have Lori join our team to manage and grow and service the increasingly complex needs of private equity, entrepreneurial and family owned businesses.
Relevant Experience
Senior VP/Business Development - Middle Market for Wells Fargo
Senior VP, Global Banker for Wells Fargo
Senior VP/Regional Marketing Manager for First Bank
Senior VP/Sales Manager - Commercial Banking for US Bank
Education, Licenses & Certifications
BS, Business Administration – California State University – Long Beach
MBA – International Finance, California State University - Long Beach