Eric Segal, a partner of the firm, heads the firm’s Banking and Financial Institutions practice. His work with CFO Consulting Partners has included serving as the Interim CFO for a $1 billion public community bank, providing clients with regulatory guidance, conducting M&A sell-side due diligence, managing SEC reporting (including 10-Q restatements), developing business plans, developing mortgage bank accounting policies, securitization analysis, and other services.
Eric has more than twenty-five years experience in senior financial management positions with companies ranging from the Fortune 500 to community banks. He was Senior Vice President and Chief Financial Officer of Spencer Savings Bank, a $2 billion community bank in New Jersey, and is a 17 year veteran of American Express and Ameriprise Financial. He was Vice President and CFO of Ameriprise Bank, FSB, and he was the head of finance for the American Express consumer banking business before Ameriprise was spun off from American Express. Eric also had six years at American Express Bank, Ltd., as CFO of the Financial Institutions, Corporate Banking, and Global Investment Products divisions. Also at American Express, Eric served as Vice President & CFO during the incubation and start-up phases of the company’s on-line brokerage business, and as Director of Risk Management within that firm’s Treasury function. Eric joined American Express in 1989 from Moody’s Investors Service, where he was trained in credit analysis and worked as an Analyst in the financial institutions group.
Eric holds a BA degree from Carnegie-Mellon University and an MBA in Finance from Pace University.