CFO Shield Employee Directory

Financial ServicesTexas, United States2-10 Employees

CFO Shield was founded to help small business owners protect the business they have created and to foster growth.  Small business owners are faced with many challenges and CFO Shield is here to help meet those challenges.


CFO Shied is led by Fred Tate who is an experienced Finance and Operations Leader with a solid background in building and leading Can-Do Cultures that drive Top Line & Bottom Line Growth. His mentorship and collaborative team building style directly contributes to organizational success and earns both trust and respect from clients, executives, staff, and peers. 
✔ Managed Operations for global team of +85 
✔ Responsible for Global P&L of 480M+ Premium annually 
✔ Key advisor to senior management 
✔ Completed Eclipse & SAP ERP Conversions 
✔ Developed a series of creative incentive plans 

With imperfect or incomplete information, CFO Shield has the creativity to figure out the missing parts, envision the solution, create the strategic/tactical plan and implement actions that delivers the successful end game. 

If you are in need of financial support on:
✔ P&L Management
✔ Maximizing Profitability
✔ Optimizing Cash Flow
✔ Creating Business Plans
✔ Creating Financial Projections
✔ Optimizing Business Operations
✔ Financial Analysis & Business Intelligence
✔ Creating an Exit Strategy

Contact Fred Tate
☎ Call +1-817-873-5045,
✉ fred @ cfoshield . com 
www.cfoshield.com

Gallup StrengthsFinder ★ Achiever ★ Learner ★ Arranger ★ Responsibility ★ Individualization

Skills and Expertise: Budgeting & Forecasting | Consulting | Financial Reporting | Cash Flow Optimization | P&L Management | Operations Management | Accounts Payable | Accounts Receivable | Business Planning | Financial Analysis | Outsourcing | Process Improvement | Accounting Systems & Controls | Customer Service | Multi-Unit / Multi Location | ERP Implementation | Personnel Management | Pricing Strategies | Excel / Expert User | Risk Management | Creator of Sales Compensation Plans | Strategic Planning

Find CFO Shield employees' phone numbers or email addresses

CFO Shield Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Asia
1

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  • India
    1

CFO Shield's Leadership

  • Stylized image of a person
    F. T.
    Managing Director
    Phone icon
  • Stylized image of a person
    L. G.
    Bookkeeper
    Phone icon

Contact profiles from CFO Shield

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. T.
    Managing Director
    Phone icon
    United StatesTexas
    Oct 20, 2025
  • Stylized image of a person
    L. G.
    Bookkeeper
    Phone icon
    United StatesTexas
    Oct 22, 2025

Frequently Asked Questions

What is CFO Shield known for?

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CFO Shield was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 1452 Hughes Road, Suite 200. Explore CFO Shield's company overview page for more information.

What is CFO Shield's most common email format?

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CFO Shield employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFO Shield email formats with LeadIQ.

How many employees does CFO Shield have currently?

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CFO Shield has approximately 2 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are CFO Shield's key employees and leadership?

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As of December 2025, CFO Shield's key employees include:

  • Managing Director: F. T.
  • Bookkeeper: L. G.

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