
Curt Garner
Executive Vice President of Finance

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About me
Financial Advisor | Helping Clients Achieve Financial Freedom & Retirement Goals | Investment Strategies & Retirement Considerations | Husband | Father of 5
Education

Vanguard University of Southern California
-Business Administration FinanceActivities and Societies: Baseball
Experience

Arizona Baptist Children's Services
Mar 2011 - Feb 2017Executive Vice President of Finance- Analyzed, forecasted, and planned annual budget for an ECFA accredited non-profit that grew from 5 million to 12 million dollars in revenue during my time with the organization- Managed and mentored a team of five people in all aspects of financial management (payroll, donor management, financial reporting, analysis, forecasting) while maintaining an excellent work environment where I was recognized as a leader in the organization- Established and executed strong financial controls, project tracking, and processes that maintained integrity and saved over 100K annually while helping to increase revenues by 25% year over year- Accountable Executive overseeing compliance to GAAP and IRS standards for non-profit - Acted as the interface to the Board of Directors in all financial matters and provided financial guidance on overall operations to include critical projects Show less

Global CHE Network
Mar 2017 - Dec 2018Director Of Development- Creatively sought and engaged new donors for financial partnerships. From 2017 to 2018, I worked to double the number of donors and increased financial donations by 100%- Developed from the ground up a development department, where I implemented an annual fundraising plan that included creating a donor database and managing ongoing relationships- Provided strong leadership in the areas of fundraising and finance while building strong relationships with partners

Oracle Capital LLC
Mar 2019 - Aug 2022- Manage and organize multiple projects from initial contact through to completion, meeting all deadlines set and exceeding client expectations in a fast paced, team oriented environment - Efficiently model and perform valuation analyses utilizing the discounted cash flow and market multiples methods while taking initiative in solving problems- Critically analyze and understand client financials, emerging trends and potential issues within the economy, and possible pitfalls relating to industry and company specific data from multiple sources Show less
Associate
Jan 2022 - Aug 2022Senior Analyst
Mar 2019 - Dec 2021

Timberline Coffee Company
Sept 2022 - Jan 2025Co-Owner- Manage and develop highly productive employees while creating a positive work environment- Maintain compliance with city, state, and federal laws- Maintain business finances which includes: filing sales taxes, weekly deposits, payroll, and producing financial statements ensuring business is in compliance with city, state, and federal lawsManage inventory and purchasing for the business- Analyze all aspects of the business including: revenues, expenses, and cost of goods sold to help improve operations, profitability, and efficiencies within the business Show less

Edward Jones
Nov 2024 - nowFinancial Advisor
Licenses & Certifications

Series 66
NASAA
Series 7
FINRA
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