Management Contract Services

Mission Critical Financial & Operational Consulting

Patrick M. Wheeler solves financial and operational issues critical to running a successful business.  As an independent management consultant he brings objectivity, innovation, and a new perspective to issues companies have not had the time or resources to solve on their own.  With 20 years experience in finance and banking services, and several years as both CEO and a contract CFO, Patrick has streamlined operations for a wide range of established and emerging companies.  He has developed and implemented sound financial, operational and personnel practices, and created sustainable solutions that clients are able to continue on their own.

Patrick began his career in Los Angeles as a lending officer, evaluating and extending loans to small, medium, and large corporations in dozens of industries. Moving to Portland as a Regional Bank Manager, he had complete P&L responsibility over several lending and operational units. He then entered the financial services industry for 4 years specializing in investments, employee health plans and pension plans for small and medium corporations.  He has consulted a wide variety of service and technology companies and served as both a contract Chief Financial Officer and Chief Executive Officer.

Patrick holds an MBA in Corporate Finance and is highly respected throughout the Portland metropolitan area for his expertise and integrity. He has been civically involved as a leader and president of several different nonprofit organizations.