Dr. Patricia Malone is a Certified Exit Planning Advisor, CPA, CEPA, CMA, and CPF. She works primarily with organizations and individuals to help them reach their highest potential through the practices of organizational development, strategy facilitation, leadership, and operational excellence.
She has served as CFO, COO, and Sr. Transformation Leader in both small and large private equity and publicly held organizations. She has worked with teams worldwide to develop strategy, streamline and manage business processes, facilitate and implement lean projects, and create and drive operational excellence programs.
Dr. Malone’s dissertation research focused on developing a theory and emergent framework for building strategic capacity, defined as the ability of an organization or individual to achieve their vision, mission, and goals. To that end, she helps individuals and organizations create purpose and meaningful results for positive change.
BA - Accounting and Finance | Wright State University
MBA - Finance and Marketing | Ohio State University
Doctorate in Business | Lawrence Technological Institute
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