See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Rick Roberg profile image

Rick Roberg

Chief Financial Officer &amp; Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Heritage Mint Ltd, and Heritage Mint (Asia) Ltd, and Megaware LLC</span>
Intro Book
Seasoned CFO with expertise in corporate finance, financial accounting, and strategic planning.
  • Claim this Profile
Location
Greater Phoenix Area, US
Skills
  • Corporate Finance
  • Financial Accounting
  • Cash Mangement
  • Forecasting
  • Strategic Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Rick Roberg is a seasoned CFO with 40+ years of experience in corporate finance, financial accounting, and strategic planning. He has held senior leadership positions at Heritage Mint Ltd, Heritage Mint (Asia) Ltd, and Megaware LLC, and has co-founded a Certified Public Accounting Firm. Roberg has expertise in corporate budgeting, supply chain management, retail pricing, and risk management, and has advised clients on complex tax and financial matters.

Experience

  • Heritage Mint Ltd, and Heritage Mint (Asia) Ltd...
    • Scottsdale, AZ
    • Chief Financial Officer & Director
      • 2003 - 2015
      • Scottsdale, AZ

      Hired as CFO to manage finances as well as growth and succession strategies, oversaw company-wide P&amp;L including domestic and foreign subsidiaries with combined gross revenues of +$75M. Managed budget performance, forecasting and cash flow along with all accounting and back-office staff domest...

  • Holm Ryan Roberg Truitt, LLC
    • Greater Denver Area
    • Partner / Co-founder
      • 1986 - 2003
      • Greater Denver Area

      Co-founded, partnered, and served as Managing Administrative Director of Certified Public Accounting Firm. Advised on a variety of complex tax, financial and business matters primarily to mid-size privately-held organizations in such industries as wholesale/retail, professional services, real est...

  • Main Hurdman
    • Greater Denver Area
    • Manager, Private Client Group
      • 1981 - 1986
      • Greater Denver Area

      National CPA Firm

Education

  • Colorado State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles