Inside The Mentoring Round, CFO Daniel Welch emphasizes the dual nature of Kate Farms as both a healthcare and consumer packaged goods (CPG) company, with long-term customers who rely on its plant-based medical nutrition products. He highlights the importance of understanding customer lifetime value relative to acquisition costs, particularly in the company’s e-commerce expansion. Welch also […]
1,035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms
In 2018, Daniel Welch made a life-altering decision when—after having spent a decade in investment banking working on high-profile IPOs and M&A deals at Morgan Stanley—he found himself at a crossroads. The birth of his daughter and a health scare involving his father led him to question the career path that he was on. “I…
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764: When Growth Is the Only Constant | Jen Herdler, CFO, Impact Health
"Your prior experience has led you to this role, so trust your judgment. Also, have the courage to execute what you believe in and what is right even if it is hard." –Jen Herdler, CFO, Impact Health When it came time for Jen Herdler to get back into the workforce, she signed up for a…
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