Michael Bongiovanni, MBA, graduated from Florida Atlantic University with a Master’s in Accounting. He passed the CPA exam on his first sitting. He has experience with a “Big 4” CPA firm, as a CFO for a publicly-traded company, and with Greentree Financial Group, Inc. as its President.

Michael works with emerging companies to tailor a plan that will increase the likelihood of long-term success. Michael also studies industry trends and peer groups to develop financial forecasts and maximize enterprise valuation. Michael has an outstanding record of devising and implementing innovative means to capitalize on small, emerging, growth-oriented companies. He is skilled at creating financial plans that serve and promote corporate expansion, strength, and profitability.

Michael has experience across various industries, including automobile dealerships, real estate conglomerates, and broker/dealers. Alongside his background in consulting, accounting, and auditing, he offers valuable support in guiding clients with decisions and helping owner-managed entrepreneurial clients achieve their goals.

Michael is a member of the Charlotte Chamber of Commerce Venture Capital Committee. He also serves on the board of numerous not-for-profit committees. The mayor appointed him as trustee of a municipal trust fund and as a director of Crime Stoppers in Lake Norman, North Carolina.

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