After an eighteen year financial career working with and advising some of NYC's most well-respected startups (Boxed, S'well) and on Wall Street (Lazard), Kelly moved to Boulder, CO and relaunched her consulting practice. She enjoys freelancing because it provides her the opportunity to meet so many fascinating entrepreneurs, investors, and lenders and allows her to leverage her experiences to help them maximize value from the mountains.
Neil Portus, CFA, CMA
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
Jeffrey has directly executed over $500 million in transactions across real estate, private equity, public equity, and venture capital. Freelancing gives him the ability to work directly with leadership in order to achieve efficient and positive results. Typically working closer with executive management for strategic planning and execution, he is known to roll up his sleeves and work with each layer of employment to develop and execute a plan.