CSuite Financial Partners
Immediate Response ● Targeted Solutions ● Exceptional Results

Lori Bell


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


  • Financial Services: Banking, Public Accounting, Staffing & Recruiting, Leasing

  • Technology

  • Entertainment

  • Automotive

  • Banking

  • Healthcare

  • Real Estate

Lori Bell

managing PARTNER - private equity


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