Barney Holtzman, CPA, CGMA
Barney is a compassionate, team-oriented leader with 15+ years of financial management experience. He’s a licensed Certified Public Accountant and Certified Global Management Accountant with extensive financial reporting and management accounting experience. He’s also a Peridot shareholder.
Prior to joining Peridot, Barney spent more than 10 years at an international mining company, The Quartz Corp., a European joint venture company, where he worked his way up to vice president.
In his role at Peridot, he’s often asked to take on the role of a fractional CFO for clients. As the name suggests, a fractional CFO is a part-time CFO for small companies/businesses. His comprehensive experience, from facilitating highly-complicated operations to overseeing financial opportunities coupled with his resourceful problem-solving, makes him the ideal person for such a job.
Over the years, he’s developed a proven track record as a business partner who demonstrates honesty, transparency and integrity. He pays close to attention to his working relationships so he can examine in-depth financial forecasting and planning for the future ahead.
He has a Professional Certificate in Accounting from UC Berkeley Extension in San Francisco, completed CPA educational requirements at the City College of San Francisco and holds a BS in Communication from Ohio University.
He’s a guitar enthusiast who is married with two sons and enjoys cooking, running and playing in the great outdoors.