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Phil Guertin

Advisor Orange County, California Area, US

Managing Partner - www.ExpressCashFlow.com & www.AgentBranch.com

Managing Partner - www.ExpressCashFlow.com & www.AgentBranch.com

followers
following
4 vouches

Involved In

Positions

Managing Partner Express Cash Flow January 2015 - present
CFO Millers Outpost - Single Family Office June 2013 - November 2014
CFO Hines Growers, LLC November 2012 - June 2013
Finance Manager Hines Growers, LLC May 2011 - October 2012
Controller for multiple Portfolio Companies Waveland Capital Group October 2007 - May 2011
VP, Controller Nations Direct Mortgage May 2007 - October 2007
Financial Manager / Whole Loan Trader New Century Mortgage/NC Capital Corp November 2001 - May 2007
CFO Salesmation February 2000 - September 2001

Education

Pepperdine University, The George L. Graziadio School of Business and Management Finance 2001 - 2004
University of Oxford General 2003 - 2003
California State University-Fullerton Finance and Operations Mgmt 1993 - 1998
Pepperdine Graziadio School of Business and Management Finance 2001 - 2004

Interested In

Advisor With
  • • Finance
  • • Recruiting
  • • Real estate
  • • Tech startups
  • • Business Broker
  • • Fintech
  • • Growth Financing
  • • Strategic Partnerships
Markets of Interest
  • • Financial Services
  • • Real Estate
  • • Small Businesses

You Should Know About Me

Key Accomplishments

Not completed yet

4
Vouches Received

1
Vouches Given

Think Phil is awesome?
Vouch for them.

Roz Biles
We worked together  •  Business Development - Strategic Planning - Viral Growth Consulting. Thoughts become Things.
Grounded financial perspective and a doer
John Casarietti
We worked together  •  CFO, Libre Technology, Inc.. Previously Director Financial Planning & Analysis, New Century.
Phil is a talented advisor. He brings a wealth of experience and skill, especially adding value strategy, accounting, FP&A and marketing.
Scott Griest
We worked together  •  Managing Director, Rapid Capital Funding.
Phil executes well operationally and knows how to boot strap.
Andrew Bermudez
They're my friends  •  Co-Founder & CEO, Digsy and Co-Founder, RateBlend.com.
Phil has a great understanding of technology startups, finance, fundraising and turnarounds. He's fantastic!

Scott Griest
We worked together  •  Managing Director, Rapid Capital Funding.
He has started businesses and sold them multiple times. He is also a co-founder and investor in ExpressCashFlow.com with me.