About

Amy Roman

As an accomplished CFO and change-agent, I have over 28 years of experience turning companies around, re-establishing investor and banking relationships, and handling merger and acquisition activity. As the Founder of CEFO Advisors, we operate as a boutique firm that delivers tailored solutions and truly integrates as members of your core team.

Some of our client industries include but are not limited to professional services, IT, alternative energy, marketing, wealth advisories, manufacturing, law, retail, among others. My previous experience includes working in NYC for over 20 years as a Senior Financial Executive for Ippolita, Medley Global Advisors, Gursky and Partners and Structured Logic Company. With nine of these twenty years, I worked for companies that were under Private Equity ownership.

Specialties:

✖️ CPA
✖️ CAS Certified
✖️ Certified M&A Advisor
✖️ CGMA
✖️ Culture Talk Certified
✖️ Whole Life Leader
✖️ AICPA
✖️ Board Member, EO Albany
✖️ Former Board Member, Wellspring Saratoga Springs

www.cefoadvisors.com