Tevin Preston

About Tevin Preston

With over 10 years of experience in accounting and strategic leadership, I specialize in driving growth and financial excellence.My career journey began in public accounting, where I thrived as a manager specializing in taxation and financial statement audits for a diverse range of clients, including nonprofits, local for-profit businesses, and the healthcare sector. This experience laid a strong foundation for my subsequent role as Director of Accounting Operations at a prominent health plan, where I specialized in Medicare, Medicaid, and commercial insurance, driving operational excellence and financial integrity. In this role, I was instrumental in streamlining processes and implementing innovative solutions that enhanced efficiency and accuracy. My ability to navigate complex regulatory environments and collaborate with cross-functional teams enabled me to deliver significant improvements in financial reporting and compliance. Now, serving in the role as the Chief Strategy and Growth Officer at an insurance agency, I am passionate about leveraging my expertise to spearhead strategic initiatives, enhance financial performance, and cultivate a culture of growth and innovation. I focus on identifying new opportunities for expansion, optimizing operational processes, and fostering strong relationships with key stakeholders. My commitment to excellence and continuous improvement drives me to stay at the forefront of industry trends and deliver exceptional results. I am dedicated to making a meaningful impact and contributing to the success of the organizations I serve that share the same ideals and standards that are instilled within me.\"To be kind is more important than to be right. Many times, what people need is not a brilliant mind that speaks but a special heart that listens.\"- F. Scott Fitzgerald\"The simple act of paying positive attention to people has a great deal to do with productivity.\"- Tom Peters\"Respect is earned. Honesty is appreciated. Trust is gained. Loyalty is returned.\"

Experience

1. Chief Strategy & Growth Officer

   Wha Insurance

   Jan 2025 — Present · Bend, OR, US

   As the Chief Strategy and Growth Officer (CSGO), I serve on the executive team responsible for guiding our organization towards sustainable growth and financial success. My role integrates strategic vision with financial expertise to ensure competitiveness and financial health. Strategic Financial Planning: In collaboration with our executive team, I help craft strategic plans that align with our financial goals. We set ambitious objectives supported by financial analysis and market insights, ensuring every initiative is financially sound and contributes to our success. Financial Management and Oversight: I oversee budgeting, forecasting, and financial modeling, evaluating business performance to meet financial targets. I focus on managing financial risks and maintaining stability. Market Intelligence and Risk Assessment: I analyze market trends and competitive dynamics to evaluate new opportunities and assess risks, ensuring readiness for market and regulatory changes. Leadership and Team Development: I lead cross-functional teams, fostering a culture of collaboration and innovation. Developing talent is key to ensuring our strategic and financial goals are met. Stakeholder Communication and Relationship Management: I communicate our strategic vision and financial objectives clearly to stakeholders, building trust and securing buy-in. I also cultivate relationships with industry players to enhance our position. Innovation and Digital Transformation: I champion digital transformation, implementing technologies that improve efficiency and customer experience, keeping us agile and responsive. Regulatory Compliance and Governance: I ensure compliance with industry regulations, navigating complex requirements while pursuing growth. In essence, as CSGO, I am both a strategic architect and financial steward, dedicated to driving growth and ensuring financial integrity. My efforts aim to position us for success and deliver stakeholder value.

Education

• University of Oregon

  BS, Accounting

  2009 — 2013

• University of Oregon Lundquist College of Business

  BS, Accounting

  2009 — 2013