2023 -2025 Chief Financial Officer @ Neology, Inc. (PE owned Company)
2012 -2023 Chief Financial and Operations Officer (CFO and COO) @ Visual Communications Company (PE backed Company)
2023 -now Chief Financial Officer @ Neology, Inc. (PE backed Company)
2001 -2012 Chief Financial Officer @ Marcom Central, Inc (a PE backed SaaS company)
1998 -2001 Chief Executive Officer and CFO @ Kreativ®, Inc (a venture backed medical device company)
1997 -1998 Chief Financial Officer @ VitaGen Inc. (a PE backed bio-company)
now Chief Executive Officer and CFO @ Kreativ®, Inc (a venture backed medical device company)
1994 -1997 President and Chief Financial Officer @ "A" Company Orthodontics, Inc. (a PE backed med-device company)
1988 -1994 General Manager @ Diatek, Inc
1985 -1988 Acting President and CFO @ OAR Corporation
now Chief Financial Officer @ VitaGen Inc. (a PE backed bio-company)
1978 -1985 Division Controller @
now President and Chief Financial Officer @ "A" Company Orthodontics, Inc. (a PE backed med-device company)
now General Manager @ Diatek, Inc
now Acting President and CFO @ OAR Corporation
now Division Controller @
Lee Wilcox Education
Graduate School of Business, University of San Diego
M.B.A. (Business)
1984
San Diego State University
B.S. (Accounting)
1978
Lee Wilcox Skills
Right Hand to CEO
SaaS
P&L Management
Cloud Computing
Financial Management
Strategic Partnerships
Corporate Finance
Private Equity
Raising Venture Capital
Joint Ventures
Cross-functional Team Leadership
LBO's
Financial Planning
Contract Negotiation
Mergers & Acquisitions
Corporate Governance
Board Member
Company Turnaround
Investor Relations
High Energy
Multi-Industries
Debt Financing
Innovative Thinking
Establish Sound Repeatable Processes
large public company experience
start-up experience
Accounting
MBA
CPA
Manufacturing
Start-ups
Venture Capital
Strategic Financial Planning
Strategic Planning
Turn Around Management
Mergers
Public Companies
Financial Reporting
Managerial Finance
Direct Sales
Due Diligence
Business Strategy
Business Planning
Corporate Development
Software as a Service (SaaS)
Multi Industries
Start Up Experience
Mergers and Acquisitions
Software as a Service Saas
Project Management
Establish Sound
SAN
Cross Functional Team
Cross Functional Team Leadership
P&l
Sales
Large Public Company
Public Speaking
Management
Start Ups
Strategic Financial
Financial Analysis
Customer Service
Training
Software as a Service
Lee Wilcox Summary
Lee Wilcox, based in Encinitas, CA, US, is currently a Consulting Chief Financial Officer at LWCS Consulting. Lee Wilcox brings experience from previous roles at Neology, Inc. (PE owned Company), Visual Communications Company (PE backed Company), Neology, Inc. (PE backed Company) and Marcom Central, Inc (a PE backed SaaS company). Lee Wilcox holds a M.B.A. in Business @ Graduate School of Business, University of San Diego. With a robust skill set that includes Right Hand to CEO, SaaS, P&L Management, Cloud Computing, Financial Management and more. Lee Wilcox has 2 emails and 2 mobile phone numbers on RocketReach.
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