Joan Lavis is the current CFO Principal at ProCFO Partners, providing dedicated CFO expertise to small and mid-sized business owners. With experience as a CFO at AKT and Formstack, Chief Operating Officer at Cumberland River Holdings LLC, and Chief Financial Officer at BrightLine, Joan has a strong background in financial leadership. Prior to their roles in the private sector, Joan served as Managing Director at UBS Investment Bank and GE Capital. With an MBA in Finance and Accounting from the University of Rochester, Joan brings a wealth of financial knowledge and expertise to their roles.
September, 2021 - present