Joseph Franzi – Financial Consultant
Joe is a Financial Consultant for Seven Peaks Ventures. Believing in the foundational importance of supporting companies growing to scale with the right amount of information, operational support and business savvy, Joe brings a wealth of clear business acumen and focused decision making to support our portfolio companies.
Prior to joining the SPV team in 2013, Joe was Managing Director at wealth management company Cornerstone Advisors, Partner at the international CPA firm KPMG and VP-Finance for Vulcan, Inc., Paul Allen’s private asset management company. In these roles Joe focusing on private equity, taxes and financial planning and analysis. Joe holds a BS in Accounting and his JD from University of San Francisco and passed the California CPA and Bar examinations.
Areas of Interest:
- Private equity, tax and risk management
- Deep Financial and Deal Structuring Expertise