Mark, who founded Supporting Strategies | Santa Monica in 2014, is an innovative problem-solver focused on optimization and data analytics and a leader in the Southern California small-business community. He also volunteers his time with local entrepreneurs, directly invests in startup businesses and has played an integral role in strengthening and supporting hundreds of growing companies.
For over 30 years, companies have relied on Loren for insights on a range of business issues across accounting, finance, marketing and sales. He excels in evaluating current processes, identifying resources and offering solutions with a constant eye toward increasing both the top and bottom lines.
Before becoming a member of the Supporting Strategies team, Loren was responsible for all business development functions as Senior Business Development Manager at a boutique CPA firm. He attended California State University, where he earned a Bachelor of Science equivalent in Finance.
Patrick is highly skilled in areas such as financial reporting, investment analysis, transaction services, restructurings, and debt and equity financing. Over the past decade, he has proven his ability to improve accounting operations, automate procedures, and develop and execute business plans from inception through asset sale.
Prior to Supporting Strategies, Patrick held roles including Principal of an investment fund and Chief Financial Officer of a family office. He holds a Bachelor of Science in Accounting and Finance from the University of Nevada.
Listen to a recent Staying Power podcast with Mark Wald on "Secrets to Building a Virtual Accounting Business to 40 Employees by Attracting Clients via Referral Networks, and More."
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