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Donald M.

Chief Financial Officer and seminar leader

Charlotte, NC (28210)

Travel radius
40 miles
Hourly fee
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I am a subject matter expert with over 20 years of experience in finance. I currently am a fractional CFO and served as the CFO in many different industries. I have experience participating on several Boards as an investor. I have led many M&A transactions from due diligence and negotiations through integration, from both the buy and sell side.

I offer effective communication as an instructor. I currently lead seminars to train CPAs, see for some of the courses I teach.

My role as a finance leader requires me to train managers and analysts to develop their financial skills, whether in a one-on-one setting or in a classroom. Training is mandatory in today's business world.

I am different because I listen. People follow me because I engage in a collaborative discussion(s) and make them a part of the team. Every situation is unique, while experience is valuable you need to analyze each problem in its own context and develop a solution to fit within the unique parameters of each situation.

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Donald’s subjects

Accounting, Business, Economics
Accounting, Economics
Corporate Training:
Accounting, Business, Economics


Accounting from a business leader's perspective.

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NC State Raleigh North Carolina

Duke Uniiversity (MBA)

Very thorough when explaining. He was very thorough and patient when explaining certain concepts. He did not mind taking the time to explain and get the point across, making sure I understood it. He also pointed out what would be helpful to get ahead in advance before the semester begins. ...

— Mark from Charlotte, NC on 8/12/14);

Hourly fee

Standard Hourly Fee: $60.00

Cancellation: 24 hours notice required

Travel policy

Donald will travel within 40 miles of Charlotte, NC 28210.

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Usually responds in about 2 days

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