Tomek Siergiejuk
Quick Responder

Tomek Siergiejuk

CFO @ Alto - Series B fintech
4.8
(4 reviews)
ex-JPM, Inv Banking, Harvard MBA
United States of America Active last week Usually responds in a few hours

Services

$260 / month

No topic is off limits, no challenge is too small. Let’s solve what’s in front of you.

2 calls per month (60min/call)

Unlimited Q&A via chat

Expect responses in 2 days

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About

Former investment banker and and $4B business CFO, now a strategic CFO at Alto, fintech that brings private markets investing to retail investors. I love building things and helping others succeed.

Experience:
- M&A and capital raising, S1s, management presentations and roadshows with investors
- Building a finance function: hiring talent, roles & responsibilities, structure
- CFO: forecasting, budget, reporting, P&L management, holding business leads accountable, Board management, strategi, fundraising
- Data analytics: using data science to drive business results
- Salesforce management: OKRs for leadership team, setting targets, structuring scorecards, using reporting
- Product expertise: investments, brokerage, wealth management, insurance, deposit products, credit cards, mortgages
- Leading and motivating teams
- Partnerships: Navigating large financial organizations

What mentees say

4 out of 5 stars

Sunil

Sunil

Lite Plan • 1 month

5 out of 5 stars

Hengjun

Hengjun

Standard Plan • 1 month

5 out of 5 stars

I had a fantastic experience with Tomek. I was looking for support as my Finance career was getting to the next level of responsibilities. He is friendly, understanding and listens to your concerns while giving sharp recommendations and actionable advice. I highly recommend him for anyone looking to grow their finance career.

Remi

Remi

Standard Plan • 2 months

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