Lanny Pendill, CFA

Experience

• 

  Edward Jones

  Apr 1996 - May 2017

  Developed and led an equity research area in Canada, responsible for the investment advice and guidance for clients with over $27 billion of assets under firm management.Led the development of strategy and business planning, and created a process for associatedevelopment through the creation of personal business plans, daily coaching and feedback, and holdingpeople accountable for results.Analyzed financial statements, SEC filings, company strategies, competitive positions, and growthopportunities for recommended stocks. Built robust financial models with future forecasts, conductedvariance analysis on a quarterly basis and calculated the appropriate valuation for each business.Communicated advice and guidance through written Buy/Hold/Sell opinions and through the globalmedia. Show less

  • Senior Equity Research Analyst/Senior Leader

    Mar 2007 - May 2017

  • Other Experience

    Apr 1996 - Mar 2007
• 

  Entrepreneur

  May 2017 - Nov 2020

  Investment Consultant, Business Consultant

  Helped small business owners with overall strategy, budgeting, cash flow management, and ideas on how to improve profitability. Also provided advice and guidance to select clients with respect to the financial markets and investment strategy.

• 

  CC3 Solutions, LLC

  Nov 2020 - now

  Chief Financial Officer

  Strategic leadership of all financial functions including financial planning and analysis, cash flowmanagement and forecasting, oversight of accounting and tax preparation, payables/receivables,treasury management, and financial modeling. Key contributor in setting compensation, organizationalstrategy, and overall growth of the company. After careful analysis of the profitability and futurepotential of various lines of business, led the closure of unprofitable segments and the realignment ofother business. Identified and implemented programs to improved margins of units, leading to higherprofitability and growth. Show less