LEADERSHIP

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George Wells, Founder CEO

George Wells is the Chairman of Wells Group of New York, an Interim CFO, Interim Controller and strategic finance consulting firm. The differentiator of the firm relates to true operating experience and results. For approximately 2.5 years through March 2022, George served as the full-time CFO at quip where he spearheaded a $50 million improvement in EBITDA and oversaw $300 million in equity and debt transactions. He also served as the full-time CFO at Zola through October 2017, George served as the CFO of Zola, the fastest growing wedding registry and wedding company in the country. During his time at Zola, revenue grew from single digit millions to hundreds of millions in a two year timeframe.

Wells began his career in 1999 as a Financial Analyst in Morgan Stanley’s Mergers & Acquisitions group. Mr. Wells also held roles as a private equity analyst in Goldman Sachs’ PIA group, an associate in Houlihan Lokey’s Financial Restructuring Group and VP at Lieberfarb & Associates.

Mr. Wells received his bachelor’s degree in Finance & Accounting from Morehouse College in 2000 and his MBA from Stanford Graduate School of Business in 2006. He and his husband, Manfred, maintain residences New York, Los Angeles and Tirol, Austria.

Mr. Wells serves on the Whitney Museum of Art’s Painting & Sculpture Committee, Artists Council, Parrish Art Museum, Anti Recidivism Coalition and Out in Tech board, an organization committed to promoting diversity in the tech and startup community, and has pledged a $1 million dollar art collection to his alma mater, Morehouse College. 

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Evan Zawatsky, Partner & President

Evan Zawatsky is a partner of Wells Group and specializes in CFO and Controller services. At Wells Group, he has served as the VP of  Finance  at  Draper  James,  interim  Controller  at  Daily  Harvest,  and  consultant CFO at Snowe, FEED, and State Bags, among others. Currently, he consults with 20+ organizations in consumer goods & services, healthcare, food & beverage, and financial services.  Evan began his career in audit at KPMG, where he earned his CPA, and later joined Ernst and Young’s Advisory group. After completing his MBA, Evan spent four years as an independent consultant while partnering with Nomad Financial and Catalant, focusing on working with start-ups in finance, accounting and management consulting engagements. He consulted 100+ start-ups in tech, consumer goods & services, healthcare, and manufacturing, while also working with Anheuser-Busch’s ZX-Ventures, Estee Lauder and Covanta Energy. Evan received his BS in Accounting from the University of Delaware and MBA from UNC Chapel Hill’s Kenan-Flagler Business School.

TEAM MEMBERS

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Paul Yau

Consultant CFO

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Will Pappas, CPA

Director,

Accounting and Finance

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Amie Jatana, CPA

Manager

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Aaron Jatana, CPA

Associate

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Diane Gold

Compliance

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Jillian Todd

Senior Accountant

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Zoe Wei

Staff Accountant

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Erin Gatewood

Accountant

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Alexis Holland

Analyst

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Jennifer Menkowski

Vice President, Finance

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Stefan Allicock

Consultant Director of

Finance

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Marshall Monrad, CPA

Manager

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David Schantz, CPA

Accounting Manager

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Sam Allen, CPA

Senior Accountant

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Tara Mayer

Accountant

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Maryann Polly

Accountant

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David Truesdell

Analyst

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Shivam Desai

Analyst