Years of experience: 24

Executive CoachM&A ExpertAdvisorBusiness AnalystCFOAccountant

Trust Score

Highly reliable; strong professional involvement.

70%
Carrie's Career Path
Owner, Fractional Hybrid CFO & ControllerAug. 2019 -
Present
ATP Advisors ™Owner, Fractional Hybrid CFO & Controller
Dallas/Fort Worth AreaFormed in 2019 as a strategic partnership, ATP Advisors, LLC provides focused advisement and energy for company owners and executives wanting to achieve defined outcomes for their companies. ATP (Adenosine Triphosphate) is the energy currency of cells in our body and ATP Advisors is the energy currency for businesses. We seek client partners in need of EXECUTION, ROLLOUT, LAUNCH, SAVINGS, UTI...
Chief Financial Officer/Director of OperationsMay. 2015 -
Aug. 2019
Acrisure dba GDP Advisors, LLCChief Financial Officer/Director of Operations
McKinney, TXGDP Advisors, LLC is a risk management advisory firm specializing in Employee Benefits Member Captives and Single Parent Commercial Insurance solutions. We closely align with business owners and executives looking for a long-term path for cost containment, asset management and ownership solutions in their risk management and insurance portfolio. Our National Employee Benefits plan allows mid-...
Controller - Client Accounting ServicesNov. 2014 -
May. 2015
Lester & Company P.C.Controller - Client Accounting Services
Dallas, TXLester + Co. is a Dallas based CPA firm specializing in tax and cloud based accounting services. We are an end to end accounting and tax solution for business owners looking for real-time, comprehensive financial consolidation, reporting and analysis across multiple business entities. Lester + Co. partners with multiple leaders in web-based technology solutions enabling full integration with ...