Rob Simon, Area President and Chief Operating Officer
Meet Rob Simon, our Area President. The Area President role at SharpCFO is a hard one- focused on operations of the business, happiness of our clients, and the success of our project managers. Rob is tasked with maintaining and building solid relationships with our referral partners- CPAs, attorneys, insurance brokers, financial planners, coaches, and bankers- and is responsible for making sure our clients have EVERYTHING they need from a resource perspective.
Rob is a graduate of Ohio University (he's a Bobcat, not a Buckeye) and he spent almost 30 years in the transportation industry with a moving/storage company. He is an avid fan of cash flow strategies and risk mitigation techniques and will talk your ear off about tricks that worked for him.
Rob also is the Principal of Vend Advisors, a transition management firm specializing in the preparation of a business for either acquisition to expand or to sell on the market. His team at Vend has created the "Transition Triangle"™ which signifies the relationships needed to successfully sell or buy a business and get the most value.
Rob is a guy you need to know! He can be reached at firstname.lastname@example.org or (440) 590-5298.
Ryan Dietrich, Area President
Ryan joined SharpCFO in June 2018 after 15 years of working in larger corporations as a controller, credit manager, and in business development.
His areas of expertise include credit/collections, receivables management, transition planning, and process improvement.
After having spent time in corporate America, he worked for a small local coffee shop chain as a controller where he fell in love with entrepreneurship and giving small businesses access to the same tools as larger companies.
Ryan works to develop the business in both Northeast Ohio and Western Pennsylvania along with a staff of Chief Financial Officers.
He went to Cleveland State University and the University of Florida earning an undergraduate degree in Marketing and an MBA focused on Leadership & Org. Development.
He can be reached at email@example.com or (440) 313-3378.
John Sanders, Area President Columbus Ohio
Meet John Sanders, Area President in Columbus, OH! John brings 20+ years of banking, treasury, sales management, and relationship management experience to the SharpCFO team. John is excited to expand his personal service mission with prospective and current clients throughout Central Ohio.
John's LinkedIn Profile: https://www.linkedin.com/in/john-sanders-637409b/
He can also be reached at firstname.lastname@example.org
Meet Beth Sidley, our Director of Administration, who has been with us since October 2019. Beth is bred from a very successful family business, R.W. Sidley, Inc. (where she remains as an active member of the Board), and moved into several entrepreneurial roles. She is an expert quilter, owned her own quilt shop in Chardon, Ohio, and co-founded TUCKER UNIVERSITY, LLP.
Beth is tasked with helping to develop and manage our internal processes, as well as guide Ryan Dietrich away from the squirrels he wants to chase.
Meet Lou Garcia , one of our expert Area CFOs covering the Cleveland, Ohio, market, as he shares some bio information as well as personal advice for small business owners. Lou, a small business owner himself, has experience owning and managing his own winery in California (Stover Oaks Winery).
On top of managing his own, he was the CFO of several wineries, and acts as the Vice President and Treasurer of the Association of African American Vintners.
Lou is passionate about product costing, and is our subject matter expert when it comes to the wine making, distilling, and brewing processes.
Enjoy a word from Lou Garcia, and call him anytime:
Meet Rich Hurey, our Area CFO in Pittsburgh, PA. Rich is a cash flow genius, having over two decades of experience working with small businesses in retail, service based businesses, and construction.
Rich has developed his own reporting tool to help with tracking the operations of the business, with a roll up to a customized dash board.
Rich is serving Pittsburgh, Western Pennsylvania, and Eastern Ohio.
Allison Picard, Marketing Manager
Allison joined the team in August 2020 to help with marketing campaigns and to give some direction to the marketing of the business. Allison is tasked with designing and sharing marketing materials, working with our internal sales team to find the best channels for growth, and driving opportunities to expand the business.
Allison is a benefit to the team in many ways- look for her in some upcoming videos!