Jeanne A (Former SVP E*TRADE)

Andy and I were part of the technology senior management team at E*Trade.  Andy ran the business operations for the group and was responsible for the technology strategy, financials, headcount, vendors, communications and other critical aspects of running a complex organization.  We worked very closely together in my role as the head of project management.  We relied on Andy to bring help bring financial and operational clarity to the decisions we were making and to help us to manage our risks.  He was able to put a necessary structure around decision making that was pragmatic and effective.  He is an excellent negotiator and built strong ties with other parts of the company.  He also served as a strong partner to our CIO.  He is smart,honest and is always focused on making the right decisions as a team.  Andy is a pleasure to work with and I recommend him as a subject matter expert and trusted advisor to help any business.

Jeanne A

Former SVP E*TRADE

Client Testimonial

Henry Elchelberg

Business Audit / Review: Andy performed a comprehensive audit of my business’s accounting and finance functions. Not only did he help identify inefficiencies, but he also guided me to make the right improvements, enabling me to spend less time on minutia while making more impactful decisions.

Fractional CFO: I do not have any finance or accounting background but I had managed to teach myself enough to run my business successfully. Andy has helped me take that to a new level by guiding and teaching me to look at the function strategically. With his help, it has become a strategic advantage for my business. He also guided me on how best to present financial information to my board and executive committee, which has significantly increased my standing and reputation.

Henry Eichelberg

Chief Experience Officer, CHRO Association
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