CFO | Financial Analysis and Advisory Services@Capitalyst Advisory Group
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Katherine Danielson is a seasoned finance professional and Co-Founder of Capitalyst Advisory Group. She specializes in financial analysis and advisory services, leveraging her vast experience to deliver optimal financial strategies for companies. Katherine's expertise lies in financial planning, risk management, and financial reporting, making her an integral part of Capitalyst's success. Prior to joining the advisory group, Katherine held roles at Citigroup and Nomura in investment banking. She possesses a deep understanding of the financial market trends, which she effectively uses to advise clients and guide the company's financial decisions. Katherine holds an MBA from the University of Cambridge and a BA from the University of Texas. Apart from her professional life, Katherine is passionate about mentoring upcoming finance professionals and contributing to financial literacy programs.More...
Todd Bertsch
Managing Director@Capitalyst Advisory Group
Verified
Mastering Markets, Steering Success; Fueling Startups, Sparking Innovation; Cultivating Partnerships, Building Bridges.
Accomplished venture partner & executive with a demonstrated track record of delivering success by overseeing project operations from inception to completion. With a proven ability to devise & execute realistic plans, I ensure projects are finished on time and within budget. Recognized for playing a pivotal role in implementing strategic sales initiatives, optimizing business functions, and managing profit and loss responsibilities.
As an results-proven leader, I bring a history of building and transforming high-performing teams & nurturing global client relationships. Whether in a CEO role or another executive capacity, I offer a unique blend of strategic insight, financial acumen, and leadership skills to drive success across diverse functions & industries.More...