Experienced Business Consultants
CHRIS MAY
CEO / FOUNDER
Bio:
Chris May is a finance, strategy, and operations professional with a deep understanding of the crossroads between business and government, and a broad spectrum of professional experiences. Chris started his career serving as an analyst at a NYC-based hedge fund where he learned the intricacies of Wall Street, investment management, and the importance of an attractive discounted cash flow model. During the financial crisis of 2009 Chris moved to a global public affairs and business advisory firm, BGR Group, in Washington, DC serving as deputy to the Chief Financial Officer. It was here that Chris was introduced to operating a multi-functional organization with global presence and a broad blue chip clientele. In 2010 Chris was accepted into the prestigious Finance Leadership Development Program at Lockheed Martin Corporation. At Lockheed Martin, Chris served in a variety of roles and projects spanning financial planning & analysis, mergers & acquisitions, business development, government affairs, contracts, investor relations, and corporate accounting. In 2013, Chris was recruited as Chief Financial Officer of a fast growing boutique consulting and advisory firm where he worked hand in hand with the Founder & CEO to create and implement firm-wide strategies, internal controls and best-practices that streamlined the business and ultimately led to substantial growth and profitability. Chris currently leverages all of these experiences to operate Quadrant Advisory.
Education:
The University of Mississippi: Double BBA in Managerial Finance and Economics
The George Washington University: Masters of Business Administration
The Wharton School at The University of Pennsylvania: The CFO Program
Board Memberships:
Indomitus Capital, LP ; Project Hope NEXTGEN ; Safari Club International DC ; DC Co-Chair of Maverick PAC ; Land Title Research, LLC; Land Title Investments
RAMSEY BRAME
PARTNER / COO
Bio:
Ramsey is a former naval aviator and small business owner with a passion for innovative problem-solving, team-building, strategic partnerships, and operational excellence. Ramsey began his career as a Marine Officer and F/A-18 pilot, serving 11-years on active duty with training experiences all across the country and three deployments that took him all over the world. After finishing his active duty as an F/A-18 instructor pilot in Miramar, CA, Ramsey moved east to Washington, DC and transitioned to the Marine Corps Reserves where he continues his service part-time supporting the F-35 Joint Strike Fighter program at the Pentagon. Following active duty, Ramsey teamed up with his brother in the ownership of a manufacturing company called Whitman Controls, where he refined his skills in operations, product development, marketing, sales, customer success, and leadership. Most importantly, he learned the foundational value of how a stronger understanding of the company’s finance and accounting functions can drive greater operational efficiencies and overall profitability. Following the successful sale of Whitman Controls, Ramsey joined the leading education technology company, EVERFI, where he helped develop new strategic business partners who benefited from EVERFI’s novel Software-as-a-Service (SaaS) subscription model. Through this experience, he learned how technology can be leveraged to provide online digital education programs efficiently and effectively at scale. Ramsey is a versatile leader with a dynamic background and he leverages his diverse experiences both internally and externally for Quadrant Advisory.
Education:
Colgate University, B.A. in Economics & Political Science
The George Washington University, M.A. in International Relations
Marshall University, M.A. in Organizational Leadership
Jackie flesher, cpa, cgma
VICE PRESIDENT OF ACCOUNTING
Bio:
Jackie brings over twenty years of experience in Big Four (EY) and top ten public accounting along with a Controller position at a Fortune 50 company (ALCOA). Jackie comes to Quadrant Advisory from CliftonLarsonAllen (CLA-8th largest public accounting firm) where she directed the financial management for multiple clients in the for-profit and nonprofit space, improving the accuracy, timeliness and reliability of financial reports. Jackie lived in Europe four years and understands cultural as well as currency differences, and served multinational clients at CLA and is familiar with multi-currency accounting.
Jackie is passionate about developing the next generation of accounting professionals and is a regular contributor to the Wolters Kluwer/XCM Solutions blog on mentoring employees –https://blog.xcmsolutions.com/author/jackie-flesher-cpa-cgma
Education and professional involvement:
Bachelor of Science in Accounting with a minor in business administration from Truman University in Missouri.
CPA – Licensed in Maryland
American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountant
Greater Washington Society of CPAs
Gonzaga Business Network
ALYSON MILLER, CPA
DIRECTOR, ACCOUNTING
Bio:
Alyson began her career in banking and financial services and has since served a variety of for profit and not-for profit organizations in general accounting, budgeting, tax and audit support, compliance, and board and governance support. Prior to joining the team at Quadrant Advisory, Alyson worked for Tate & Tryon, CPAs and Consultants (now part of RSM), serving as a Controller in Outsourced Accounting Services.
Alyson earned her Bachelor’s in Accounting at Montana State and her MBA from George Mason University. She is a Certified Public Accountant. She has served on the boards of several non-profit organizations and currently sits on the board of the Alexandria Housing Development Corporation. Alyson is classically trained soprano and performs in artistic and cultural events around the DC Metro area.
Education:
George Mason University School of Business: Master of Business Administration (MBA)
Montana State University-Billings: Bachelor of Science in Accounting
Certified Public Accountant (CPA)
BENJAMIN POSNER
ACCOUNTING MANAGER
Bio:
Benjamin Posner is originally from right outside of Baltimore City and moved to Bethesda, MD before attending the University of Vermont for his undergraduate Business Degree and Suffolk University for his Master’s Degree in Accounting. After attaining his CPA license in Massachusetts, Benjamin continued to work at PwC’s Boston Office for approximately five years, where he worked on one of their asset management teams, servicing clients primarily in the financial services industry. Benjamin moved back to the DC area in 2016, where he began pursuing other accounting and consulting ventures. After working with several public and private companies in many different industries, including hospitality, nonprofit, pharmaceutical, and transportation, he decided to start his own business, serving a variety of clients with different accounting, business, and financial needs. He brings all of this expertise to the Quadrant Advisory team, where he currently works on a part-time basis while also focusing on growing his own firm. Benjamin enjoys all sports (especially the Baltimore Ravens and Orioles), reading short stories, and spending time with his girlfriend Lauren and Staffordshire Terrier Zoe. His parents live in Rehoboth Beach, where he frequents often to enjoy the beach and small-town vibe.
VICTORIA YOUNG
ACCOUNTING MANAGER
Bio:
Victoria is an Accounting Manager at Quadrant Advisory. She brings over ten years of experience in Accounting and Operations, specializing in many industries:(Managed Services, Software as a Service (SaaS), Ecommerce, and Professional Services. She has spent the last few years working as an Accounting Manager in public accounting for one of the nation’s top 10 cloud-based accounting firms where she directed technology-driven accounting solutions for startups and established businesses (QuickBooks Online ProAdvisor, Xero ProAdvisor). Victoria is passionate about developing the next generation of accounting professionals and helping start-ups and small businesses achieve greatness to empower financial decisions.
Victoria is a graduate from the University of North Georgia with a bachelor’s degree in Accounting. She was born and raised in Georgia and currently resides in Flowery Branch, GA (Home of the Atlanta Falcons). She is a sports enthusiast and in her spare time she enjoys traveling, spending time with family, working out, and giving back to the community.
BROOKE MARRELLI
OPERATIONS MANAGER
Bio:
Brooke Marrelli brings over 10 years of business management experience to Quadrant Advisory. Brooke has led accounting and finance operations for a variety of firms, most recently as the lead finance coordinator for a fast-growing company in the global entertainment industry, where she managed all accounts payable and accounts receivable activity along with general day to day accounting functions. Before that, Brooke led operations, event planning, and project management functions for a cybersecurity firm based in Northern Virginia.
Brooke brings a keen knowledge of internal processes, client coordination, quality control, and general operations to both internal and external stakeholders. She uses these experiences and skillsets in her role as Operations Manager at Quadrant Advisory.
Education:
Virginia Tech: Bachelor of Arts
ELLEN MAY
MARKETING MANAGER
Bio:
Ellen serves as Quadrant Advisory’s Marketing Manager and has implemented social media marketing campaigns for a broad range of entities including early stage startups, Congressmen on Capitol Hill, non-profits, and publications in the DMV area. She graduated cum laude from the University of Kentucky with a Bachelor of Business Administration degree and has continued her education through programs such as Boot Camp Digital’s Social Media Workshop, American University’s Women & Politics Institute WeLead Program, and the RNC’s Campaign Finance College.
CALVIN BARNES
TECHNOLOGY MANAGER
Bio:
Calvin began his technical career working as a contractor for the Department of Defense before moving into private industry. He has worked in several roles including Technical Support Specialist, Systems Engineer, and Systems Analyst. Calvin uses his knowledge of systems design and development to focus on automation and workflow productivity.
Calvin earned his Bachelor’s in Computer Science at Winston Salem State University. He holds several industry certifications from vendors such as Microsoft and Comptia. He enjoys spending time with his family, sports, and building applications.
Education:
Winston Salem State University: Bachelor of Science in Computer Science
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JEFFERY RAJU
CONTROLLER
Bio:
Jeffery Raju graduated from DePaul University in 2011 with a bachelor’s degree in Accountancy. Post undergraduate, Jeff joined a start-up financial services firm named Cortland Capital Market Services which was later acquired by Alter Domus.
Over the next 10 years Jeff worked with several hedge funds, private equity funds, venture capital firms, their portfolio companies, and other businesses leading teams tracking and administering billions of dollars in committed capital and investments. Jeff has extensive experience in financial reporting as well as back-office administration and operations. Jeff also actively invests in and manages real estate ventures of his own.
Apart from financial services, Jeff enjoys Chicago sports as well as spending time with friends and family.
REED WALKER
CFO ADVISOR
Bio:
Reed Walker is a CFO advisor with a specialty in Tech and the highly regulated Aerospace & Defense industries. He is the CFO Advisor for GrowMars, a deep tech company that converts in-situ resources on planetary bodies to building materials using a proprietary distillation process. He is also the CFO Advisor for Qualia Investments and manages their investor reporting. He is the Co-Founder and Executive Chairman of Cotton & Reed, a top 5 American Craft Rum distillery and manufacturer based in Washington, DC. Formerly, Reed managed the Price-to-Win and Capture Support business segment for Avascent, a global Aerospace and Defense consulting firm. Reed holds a Six Sigma Black Belt and has a degree in Electrical Engineering and Managerial Analytics from Northwestern University and Kellogg respectively.
EDWARD ROSSOTTI
CFO ADVISOR
Bio:
Edward is a CFO Advisor with over twenty years of capital raising, structured senior lending, and business planning and analysis experience. Edward was appointed in 2010 to serve as a Senior Investment Officer with the United States Department of Energy Loan Programs Office, where he led investment teams evaluating and structuring loans to finance carbon-reducing projects in the automobile industry. Previously, he was a Director with Susquehanna International Group (SIG), where he raised capital for public and private companies and advised on mergers and acquisitions. Earlier in his career, Edward managed Business Planning and Analysis for the business process outsourcing division of MCI Communications, Inc.
Edward has completed fractional CFO assignments for companies in the technology, energy, publishing, and business services sectors.
Education:
Edward graduated from The University of Pennsylvania with a B.A. in Economics in 1994. While there, he was on the Dean’s List and the Varsity Lightweight Crew Team. In 2000, Edward received an M.B.A with honors from Georgetown University’s McDonough School of Business, where he concentrated in Finance.
PHIL VAYNSHTEYN
CFO ADVISOR
KEVIN FRIEL
SENIOR ASSOCIATE
Bio:
Kevin is a licensed CPA with over 10 years of experience spread across corporate and not-for-profit accounting, auditing and tax. He graduated from University of Delaware with a Bachelor’s degree in Accounting and a minor in Management Information Systems. He has leveraged his understanding of MS Access to streamline and build more efficient processes throughout his career. He has extensive knowledge of all Microsoft Office programs as well as multiple accounting programs including Quickbooks, Oracle, Bill.com and many others.
Kevin currently lives in South Jersey with his wife, 2 daughters and dog, Tugboat. He enjoys traveling, golf, hiking and spending time with family and friends.
Education:
University of Delaware - Bachelor of Science in Accounting
Licensed Certified Public Accountant (CPA)
RUTHIE WUDNEH, CPA
SENIOR ASSOCIATE
Bio:
Ruthie is a finance and accounting professional with a background in a wide variety of industries nonexclusive of private equity, real estate, manufacturing, and service. She comes to Quadrant Advisory with experience from Big Four financial services(PwC), corporate accounting, not-for profit, and small private business. She has seasoned exposure in general ledger accounting, inter-company consolidations, financial reporting, and audit/tax provisions. In 2020, Ruthie started her own business where she works independently providing Accounting and Advisory services to small businesses in the DMV area. While working at Quadrant Advisory on a part-time basis, she continues to focus on providing strategic insights to help drive small business success and is passionate about building strong professional networks.
Ruthie has a dual Bachelors of Science degree in Accounting and Finance from the University of Maryland, College Park. She is a licensed Certified Public Accountant. Ruthie is from the DC Metro area and enjoys sports, volunteer work, traveling and spending time with loved ones.
Education:
University of Maryland, College Park - Bachelor of Science in Finance
University of Maryland, College Park - Bachelor of Science in Accounting
Licensed Certified Public Accountant (CPA)
KAYLA BLOOM
SENIOR ASSOCIATE
Bio:
Kayla Bloom joined Quadrant Advisory in late 2021, overseeing operational accounting functions for her portfolio of dynamic clients. Kayla is an integral part of the accounting team serving as a client lead and advisor.
Before working with Quadrant Advisory, she worked for a privately held national real estate investment and development company. Mrs. Bloom assisted with the formation of the monthly management budget-to-actual analysis, financial analysis, and cash flow forecasts. In addition to that, Mrs. Bloom prepared the recurring funding draw requests, construction loans, and escrow deposits. Kayla’s portfolio consisted of 10 unique properties, comprised of charter schools, hospitality, retail, medical office buildings, mixed-use commercial properties, and multi-family residential investments.
Mrs. Bloom is originally from New York, NY and now calls Miami her home.
Education:
Mrs. Bloom holds a Bachelor of Business Administration in Finance from Florida Atlantic University and is currently pursuing her Master of Professional Accounting from The University of Miami.
REBEKAH POIRIER
SENIOR ASSOCIATE
Bio:
RICHIE MISUKANIS
SENIOR ASSOCIATE
Bio:
Richie Misukanis is a Minnesotan native who has become a Texan transplant, currently living in Austin with his dog Barney. He is an active CPA holder with a bachelor’s degree in accounting from St. Thomas University. He currently has over five years of experience working in the finance and accounting space.
He has spent considerable time working at Ernst & Young where he was engaged in external audit with mostly financial services companies and in financial due diligence for commercial real estate backed securities. In addition, he spent over a year at Wells Fargo working in their FP&A group.
He has expertise in US GAAP, financial modeling, and overall process improvement. Since 2020, he has been engaged with small startups helping them improve their accounting processes as well as creating custom financial models.
Education:
St. Thomas University - Bachelor’s Degree in Accounting
ANGELA VALE
SENIOR ASSOCIATE
Bio:
Florida Metropolitan University, Orlando, FL - Masters Accounting
KATIE BEEHLER, CPA
SENIOR ASSOCIATE
Bio:
Katie Beehler is senior associate at Quadrant Advisory. She is a licensed CPA and QuickBooks Online ProAdvisor. She graduated from the University of North Dakota in 2015 with bachelor’s degrees in Accountancy and Finance. She has 7 years of experience working in the accounting industry. She started in public accounting mainly as an auditor with some tax work as well. She also has prior experience working at the Controller level at a construction company and a non-profit. She enjoys meeting new people and helping her clients reach their financial goals.
Katie is from North Dakota and currently lives in Grand Forks, ND with her husband, Jon, and two boys, Jonah and Rory. She enjoys spending time with friends and family, golfing, and lake time!
KATHLEN GOTHONG
ASSOCIATE
Bio:
Kathleen works as an Associate for Quadrant Advisory. She was born and raised in the Philippines and moved to the U.S. in 2019. She attained a bachelor’s degree in Finance and is currently attending a graduate program in Accountancy at San Francisco State University to pursue her CPA licensure. Gaining experience working as an Accounts Payable clerk in the transportation industry and as a Specialist in a Sheet Metal Union training center, she successfully built a strategy for record-keeping, analyzing workflow processes, and account vendor management. Kathleen will use her skills and knowledge to continue her career growth with Quadrant in becoming a successful professional accountant. She currently resides in California with her boyfriend Brian and enjoys making music, spending time with friends, and traveling.
SAMANTHA TETTER
ASSOCIATE
Bio:
Samantha Tetter is an Associate at Quadrant Advisory. Samantha graduated from Liberty University in 2020 with a Master of Science Degree in Accounting, and a Bachelor of Science Degree in Interdisciplinary Studies with a minor in Accounting. Before joining Quadrant Advisory, Samantha worked in public accounting as an Accounting Associate and has several years of experience in accounts receivable/accounts payable, account reconciliations, managing vendor accounts, and understanding and utilizing GAAP. She is a QuickBooks Online Certified ProAdvisor with training in the Advance module courses. Samantha lives with her husband and four children in Southwest Virginia where they enjoy sports and spending time outdoors. She is actively studying for the uniform CPA exam.
Education:
Liberty University- Master of Science, Accounting
Liberty University- Bachelor of Science, Interdisciplinary Studies, Accounting minor
Cristy Socias
ASSOCIATE
Mae Morales
ASSOCIATE