Paul Bergholm
Chief Financial Officer
- Role
- Chief Financial Officer at Evergreen Wealth
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Paul Bergholm
Experienced CFO/CAO with a track record of growing technology companies. Diverse industry experience includes consumer internet, online security, financial technology, online wealth management and SaaS. Extensive experience leading finance, accounting, tax, human resources, legal and administration functions. Specialties: Equity and debt financing, investor relations, acquisitions, IPO readiness, SOX, FP & A, strategic planning, internal controls, risk management, human resources, start-ups, high growth companies, SEC/FINRA compliance, corporate administration, tax planning, equity compensation management.
Experience
Chief Financial Officer
Mar 2023 — Present · Miami, FL, US
We’re hard at work creating the world’s best wealth management platform; one that will give you a simple way to manage all of your money in one place in real-time. With a single solution combining digital technology and personalized advice, Evergreen optimizes your financial resources – cash, credit and investments.
Education
Notre Dame de Namur University
BS
1986 — 1990
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