Treston Wold
Founder at Excelsior Financial Solutions | Bozeman, Montana, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Treston Wold is a seasoned finance professional with over 14 years of diverse experience spanning small businesses to Fortune 500 companies. As the Founder of Excelsior Financial Solutions (EFS), Treston has established a fractional CFO/COO agency that specializes in enhancing workflow efficiency and delivering customized accounting and financial services tailored specifically for small and medium-sized enterprises. His passion for problem-solving and commitment to helping businesses achieve their financial goals is evident in the core services EFS provides, which include streamlining accounting processes, developing comprehensive budgets and forecasts, performing in-depth financial analyses, and preparing clients for audits.
Under Treston’s leadership, EFS has successfully implemented innovative strategies that not only optimize financial performance but also empower clients to make informed decisions. His expertise in risk management, financial statements, and investor reporting has positioned EFS as a trusted partner for businesses looking to navigate complex financial landscapes. Additionally, Treston’s proficiency with tools like QuickBooks Online and his experience with nonprofit organizations further enhance the value he brings to his clients.
Key projects that Treston has spearheaded include the development of tailored financial training programs and the implementation of robust financial reporting systems that align with industry best practices. His ability to collaborate effectively with executive teams ensures that financial strategies are seamlessly integrated into broader business objectives. Treston’s dedication to fostering financial literacy and operational excellence continues to drive the success of Excelsior Financial Solutions, making him a vital resource for businesses aiming to thrive in today’s competitive market.
Founder at Excelsior Financial Solutions in December 2023 to Present
Head of Finance at AdvicePay in March 2024 to Present
CFO & COO at Outlaw Partners in April 2021 to December 2023
Director of Accounting at Outlaw Real Estate Partners in July 2020 to April 2022
Controller at Outlaw Partners in November 2019 to April 2021
Officer, Accountant / Financial Analyst IV at TCF Bank in July 2018 to November 2019
Accounting Manager at Textron Specialized Vehicles in June 2016 to July 2018
Senior Accountant at Abdo Eick & Meyers, LLP in November 2014 to June 2016
Senior Accountant at Mahoney Ulbrich Christiansen and Russ, PA in January 2011 to September 2014
See more
See less
Mergers & Acquisitions (M&A)
409A
Tender Offers
Software as a Service (SaaS)
Risk Management
Team Leadership
System Implementations
Organizational Culture
Executive Team
Cash Management
Presentations
ADP Payroll
QuickBooks Online
monday.com
Insurance
Contract Negotiation
Oracle
Commercial Banking
Technical Accounting Research
Intercompany Transactions
Account Reconciliation
Foreign Currency Translation
SAP ERP
Nonprofit Organizations
Real Estate Development
Investor Reporting
Financial Consolidation
Start-up Ventures
Fortune 500
External Audits
Month-End Close Process
Sarbanes-Oxley Act
Financial Forecasting
Financial Modeling
Financial Analysis
Cash Flow
Forecasting
Bill.com
Annual Budgeting
Accounting
Auditing
Financial Statements
Corporate Tax
Financial Reporting
Tax Returns
GAAP
Income Tax
General Ledger
Tax Preparation
Financial Accounting
Small Business
Nonprofits
Audit
Non-profits
HUD
Microsoft Excel
QuickBooks
CPA
See more
See less
What is Treston Wold email address?
Email Treston Wold at [email protected] and [email protected]. This email is the most updated Treston Wold email found in 2026.
What is Treston Wold phone number?
Treston Wold phone number is +16125160593 and +12187393480.
How to contact Treston Wold?
To contact Treston Wold send an email to [email protected] or [email protected]. If you want to call Treston Wold try calling on +16125160593 and +12187393480. (updated on September 13, 2024)
What is Treston Wold net worth?
Treston Wold has an estimated net worth of $750,000 to $999,999
What company does Treston Wold work for?
Treston Wold works for Excelsior Financial Solutions
What is Treston Wold's role at Excelsior Financial Solutions?
Treston Wold is Founder
What industry does Treston Wold work in?
Treston Wold works in the Financial Services industry.
Treston Wold Email Addresses
Treston Wold Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Treston Wold
Owner at Kevin James Bennett
Branch Manager at Citi
Principal at City Of Winston-Salem
Head Of Facilities at NESTLDOWN THERAPEUTIC RIDING CENTER
Office Manager at Aspen Dental
Controls Engineer Senior at Advanced Technology Services (ATS)
Site Operations Manager at Adobe
CTO at Emjay
Assistant Vice President for Development at the UVM Foundation at University of Vermont Foundation
Founder and Chairman at TradeSecure, LLC
Pet stylist owner at Pampered pet spa
VP, Private Wealth Senior Investment Manager at Merrill Private Wealth Management
Engineering Lead at Google
IT Project Manager at Enterprise Fleet Management
Head of School at The Woodhall School
Marketing Manager, Angel Tree & Church Mobilization at Prison Fellowship
Principal and Consulting Actuary at Milliman
Fire Captain at Los Angeles Fire Department
Emergency Medical Technician at North East Mobile Health Services
Camera Assistant at Freelance Video Professional
Entrepreneur - Product Design & Development at Delta T Designs LLC
Director Operations at Takara Bio USA, Inc.
Account Manager, Client Services at Solidifi
Show more
Show less