Where are CFO Shield employees located globally?

CFO Shield has employees across 1 continents and 1 countries including United States Of America.

How has CFO Shield's team size changed over time?

CFO Shield's team has decreased from approximately 3 to 2 employees based on available data.

CFO Shield Employee Directory

Financial ServicesTexas, United States2-10 Employees

CFO Shield is a financial services firm based in Colleyville, Texas, that supports small business owners in protecting and growing their companies. Led by Fred Tate, the leadership draws on experience in finance and operations to support growth in revenue and profitability. Their offerings include P&L management, profitability improvement, cash-flow optimization, business planning, and financial projections to address common operational challenges.

The firm also aims to help clients navigate situations with incomplete information by developing strategic plans and implementing actions aimed at defined objectives. Beyond budgeting and financial analysis, the team provides guidance on operations optimization and financial risk management within the broader financial services landscape.

CFO Shield Global Highlights

North America
2

United States Of America
2

CFO Shield's Leadership

F. T.
Managing Director
Mobile Phone
Email
L. G.
Bookkeeper
Mobile Phone
Email

CFO Shield Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Community & Social Services
Administrative
Analytics
Other
Arts & Design

Contact profiles from CFO Shield

Name

Title

Contact

Location

Last Update

F. T.
Managing Director
Mobile Phone
Email
United StatesTexas
Apr 14, 2026
L. G.
Bookkeeper
Mobile Phone
Email
United StatesTexas
Jan 28, 2026

Frequently Asked Questions

What is CFO Shield known for?

CFO Shield was founded in 1999 operates in the Financial Services industry. Explore CFO Shield's company overview page for more information.

What is CFO Shield's most common email format?

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?

CFO Shield has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CFO Shield's key employees and leadership?

As of August 2026, CFO Shield's key employees include:

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

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CFO Shield Employee Directory

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