Services
$480 / month
Start free, decide later
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1
Free 7-day trial
No charge until day 7. Cancel anytime. -
2
Ongoing calls + chat
2 × 60-min calls per month, unlimited Q&A. Replies in 2 days. -
3
No lock-in
Month to month, no contract.
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
Lite Plan • 1 month
5 out of 5 stars
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
Standard Plan • 2 months
What happens when you start
You tell Tomek your goals. They see exactly what you want to work on before session one.
You meet within days. Tomek reviews your application and books your first session, usually within a day or two.
You leave with a plan. Concrete next steps and a weekly rhythm from your very first week.
