George Way Email & Phone Number

Controller and Financial Operations Principal @ Edgemont Partners

View George's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

George Way Location

Bernards, NJ, US

George Way Work

Controller and Financial Operations Principal @ (May 2025 - Present)
Business Owner CPA\CFO - Contract @ GMW Advisory (September 2024 - May 2025)
CFO - Head of Finance @ (April 2023 - September 2024)
Chief Financial Officer and Director of Finance and Accounting @ (May 2017 - March 2023)
Garden Leave @ One Year Non-Compete ended Februay 2017 (February 2016 - February 2017)
Chief Operating Officer and Chief Financial Officer @ Seix Investment Advisors (August 2004 - February 2016)
Vice President @ Deutsche Bank Securities (December 1996 - August 2004)
Audit Manager @ (September 1989 - December 1996)

George Way Education

Pace University-Pleasantville/Briarcliff Campus
BBA (Accounting)

George Way Skills

Auditing
Asset Management
Equities
Management
Fixed Income
Asset Managment
Mutual Funds
1940 Act
Financial Regulation
Securities Regulation
Regulatory Compliance
Hedge Funds
Due Diligence
Operational Due Diligence
Venture Capital
compli
Financial Accounting Standards Board (FASB)
ASC 606
Accounting
Acquisitions
Budgeting
Business Strategy
Business Transformation
Cash Management
Certified Public Accounting
Chart of Accounts
Contract Management
Corporate Finance
Covenant Compliance
Deal Structuring
Enterprise Resource Planning (ERP)
External Audits
Finance
Financial Accounting
Financial Advisory
Financial Analysis
Financial Audits
Financial Data Management (FDM)
Financial Forecasting
Financial Leadership
Financial Modeling
Financial Operations
Financial Planning
Financial Regulations
Financial Reporting
Financial Services
Financial Statements
Forecasting
Generally Accepted Accounting Principles (GAAP)
IT Infrastructure Management
Implementation Experience
Internal Controls
Interpersonal Skills
Investment Management
Investor Relations
Lean Process Improvement
Mergers & Acquisitions (M&A)
Microsoft Excel
Month-End Close Process
Negotiation
PCAOB standards
Partnership Taxation
Presentation Skills
Private Equity
Professional Employer Organization (PEO)
Project Management
Resource Allocation
Revenue Recognition
SOX 404 Top–Down Risk Assessments (TDRA)
Series 24
Series 27
Series 7
Strategic Financial Management
Strategic Initiatives
Strategic Planning
System Implementations
Tax Planning
Tax Strategy
Team Building
Team Leadership
Team Management
Teamwork
Treasury Management
U.S. GAAP Reporting
U.S. Generally Accepted Accounting Principles (GAAP)
U.S. SEC Filings
Financial Accounting Standards Board Fasb
Internal Audit

George Way Summary

George Way, based in Bernards, NJ, US, is currently a Controller and Financial Operations Principal at Edgemont Partners. George Way brings experience from previous roles at GMW Advisory, Dominari Holdings, Steward Partners Global Advisory and One Year Non-Compete ended Februay 2017. George Way holds a BBA in Accounting @ Pace University-Pleasantville/Briarcliff Campus. With a robust skill set that includes Auditing, Asset Management, Equities, Management, Fixed Income and more. George Way has 2 emails and 2 mobile phone numbers on RocketReach.