Experience & Background

  • Auditing - Public & Internal

  • Corporate Accounting

  • Operational Leadership & Accounting

  • IT Systems Solutions Leadership

  • Vice President of Finance

  • CFO

  • Board of Directors

  • CPA

  • MBA

Professional Experience & Education
Industry Experience
  • Public Accounting - KPMG

  • Automotive - Eaton Corporation

  • Aerospace - Eaton Corporation

  • Software & Services - Microsoft

  • Industrial - Climax Portable Machine Tools

  • Semi Conductor - RENA Technologies

  • Education - ABIQUA School

Client Projects

We support clients with tailored finance and accounting solutions.

man writing on paper
man writing on paper
Leadership Support

Our projects focus on providing strategic leadership support to enhance financial performance and operational efficiency for our clients across various industries.

A stack of thick folders on a white surface
A stack of thick folders on a white surface
Advisory Services

We offer comprehensive advisory services designed to meet the unique financial needs of our clients, ensuring they achieve their business objectives effectively and efficiently.

Client Feedback

Discover how our advisory services have transformed client experiences and outcomes.

Trailwise Advisory Services provided exceptional support, enhancing our financial strategies significantly.

John Smith
brown sticky notes
brown sticky notes

New York

The leadership support from Trailwise has been invaluable in navigating our financial challenges effectively.

man in black suit jacket sitting on chair
man in black suit jacket sitting on chair
Jane Doe

Chicago

★★★★★
★★★★★