Josh Kalish

Josh Kalish, CFO & PartnerCFO & Partner

  • Vice President, Deutsche Bank—Directed and delivered CFO strategic initiatives that led to acquisitions and new business integration in New York, London and Frankfurt.
  • Management Consultant—Led financial services transformation engagements for Deutsche Bank, Morgan Stanley, Fidelity, State Street, and Royal Bank of Scotland.
  • Instructor / Business Coach, UNC Kenan-Flagler Business School—Advised MBA candidates in more than 200 ventures over the last 14 years.
  • CFO, The Noble Law Firm—Grew 40% CAGR over six years, opened offices in Charlotte and New York.
  • CFO / Business Analyst, Kalish Consulting Group—Delivered strategic growth planning, business development execution, profit improvement and go-to-market strategies for high-growth companies.
  • MBA – Columbia Business School
  • Masters, Communications – UC Santa Barbara
  • CFA, Chartered Financial Analyst—CFA Institute.
  • CLM – Certified Legal Manager—Association of Legal Administrators.
  • Certified Optimize Coach
  • Business Analysis Certification, IAG Consulting
  • Board of Directors, Chapel Hill Tennis Club, Vice President, Finance Chair
  • Master Instructor Taekwondo, 4th Degree Black Belt, International Referee