AgenCFO

Reporting & Fractional CFO Services.

We provide a range of financial services to fast-growing agencies. The typical clients we work with can be described as “visionary entrepreneurs”; they know where they want to go and have the business acumen to get there. 

All they need is a trusted partner on their side who takes care of the numbers, keeps their operation lean, and helps them maximise their ROI.

Founder & CEO

More Than Scaling

Fractional CFO

Scalable CFO

Accelerate your growth with expert CFO support—from accurate budgets to high-impact financial strategies, we help entrepreneurs scale their businesses.

Standard Chartered Bank

Credit Analyst responsible for the coverage and credit risk assessment of European corporates and global subsidiary companies.

• Produced comprehensive reports based on financial performance, risk factors, industry outlook and the threat of competition in order to determine the creditworthiness of corporate clients. 

• Met with companies and worked closely with the Relationship Managers as part of periodic reviews, new onboardings and the deal closure process. 

• Produced in-depth financial models and forecasts in order to better understand company structure and potential future performance. 

• Presented analysis and liaised with Credit Risk Officers in order to approve lending to companies.

Associate Credit Analyst

DBRS Morningstar

Responsible for creating and maintaining cash flow models for key structured finance transactions in order to assign a credit rating. 

• Performed sensitivity analysis and stress tests for each cash flow projection to understand possible cash dynamics over time. 

• Liaised with senior management and lead analysts in order to resolve and discuss legal documentation and to set the final credit rating.

Credit Rating Analyst

Kempen Capital Management

Produced sector recommendations to be used in the investment strategies for private banking clients. 

• Determined the outlook for a range of sectors in Europe and the US through the use of Bloomberg, financial models and industry experts.

• Developed a program in Python monitoring the risks and trends for the selected sectors to be used for the recommendation.

Investment Research Intern 

bloomon

Worked in a fast-growing flower delivery business to identify inefficiencies in the information processes.

• Developed a tool with Google Scripts and Python to provide insight into the flower buying process (supplier availability, quality and cost).

• Visited flower growers and the manufacturing facility to better understand the business operations.

Process Improvement Intern

Ahold Delhaize

Converted to full-time, continuing to work with the Project Manager and further support the Supply Chain Director in order to seek out cost efficiencies in the logistical processes.

Project Management

• Worked with the Project Manager to support the planning and execution of new and existing projects
• Visited stores and liaised with store managers to understand and improve the logistical processes

Project Management Intern

Germaco B.V.

Germaco is a Dutch, family-owned, tulip grower that started in 1988. Over the years it has grown to a large-scale enterprise with 190 hectares of fields and a capacity of over 100 million tulips a year.

All-round Employee

Founder & CEO of AgenCFO, providing fractional CFO services to fast-growing Agencies; with a core focus on improving profitability, supporting growth and saving time and energy by taking full ownership of the finance function.

Former Financial Analyst, analysing multi-billion dollar companies like Accenture, Coca Cola and Mercedes-Benz.

Joey de Wit

Unrivaled Wealth Management

Founder

GenTrust

Head Of Financial Planning

Summit Financial Strategies, Inc.

Staff Financial Advisor

Strategic Wealth Partners

Planning Analyst

The Ohio State University Recreation & Physical Activity Center

• Monitor the well-being of participants in group fitness classes.
• Assist fitness instructors and participants with specified needs. 
• Act as the first line of care in the event of a participant becoming ill or injured.
• Create a welcome environment for fitness participants.

Fitness Monitor

Lincoln Financial Group

• Analyze and prepare reports to show current portfolio and fund performance.
• Create investment models that coincide with client investment objectives. 
• Evaluate client plans to see if there are opportunities to further improve their plan.
• Collect client financial information to assist supervisor in recommendations.

Financial Planner Assistant

GS Engine Power

• Created purchase orders, invoices and quotations for customers.
• Managed accounts receivable and accounts payable. 
• Kept track of billing to ensure bills are paid in a timely manner.
• Organized and maintained employee time sheets to ensure payroll was accurate for each pay    period.
• Ordered and tracked parts that were necessary for job completion.

Administrative Assistant

The Ohio State University Stores & Receiving

• Assisted with inventories and daily cycle counts conducted in the warehouse.
• Developed a communication system for customers regarding product backorders. 
• Assisted in creating pick orders and labels for warehouse associates.
• Adjusted spreadsheets with Microsoft Excel formulas to make pivot tables for presentations and          productivity tracking.

Information Associate

I Help Business Founders and Executives with Equity Compensation Grow and Preserve Wealth

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management, a fee-only Registered Investment Advisor. We specialize in helping founders and executives with equity compensation create, grow, and preserve wealth.

After a day full of board meetings and late-night strategy sessions, the last thing you should be thinking about is whether your money is working as hard as you are. Your career is stressful, time intensive, and never stops.

Let us handle tax optimization, wealth preservation, and stock option exercise decisions so you can enjoy more time with your family, focus on leading your company, and live the life you truly want to live.

Whether you have:
​
Restricted Stock Units (RSUs)
Incentive Stock Options (ISOs)
Non-qualified Stock Options (NSOs)
An Employee Stock Purchase Plan (ESPP)
​
Or any other type of employer stock... We have you covered.

We've developed and implemented plans to monetize millions of dollars in publicly traded employer stock, private company stock, and qualified small business stock. Your monetization plan considers normal and Alternative Minimum Tax (AMT) consequences, Section 83(b) elections, liquidity needs, 10b5-1 trading rules, and more.

UWM Website: https://www.unrivaledwm.com
The Unrivaled Wealth Newsletter: https://unrivaled-wealth.ck.page/4831bd7f98

taplio

The Battle

Joey de Wit

Matthew Garasic, CFP®

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