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Meet Our Team

Michael Breeze, Principal

Photo of Virtual CFO Mike BreezeAs a Virtual Chief Financial Officer with over 20 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike has the unique experience to quickly understand and help businesses achieve profitable growth. When people work with Mike, they receive the benefit of his extensive experience and feel reassured by his constant availability and sincere support.

Prior to founding New Direction Capital, Mike was a successful entrepreneur. He developed and sold several businesses, created joint ventures, and orchestrated many product launches for clients. He has worked in the software, tax, medical, retail, telecom, pharmaceutical and real estate industries, in addition to the professional services businesses he currently supports. It is this breadth of knowledge that makes Mike distinctly qualified to oversee all aspects of a business’ financial and operational strategy.

Mike enjoys serving the community and making a difference. He has been an active participant on Temple University’s Alumni Board of Directors since 2001, serving as President of the Fox School of Business Alumni Association from 2011-2013; and has been recently appointed to the Executive Committee of the Temple University Alumni Association where he co-chairs Strategic Planning and is a member of the investment committee.

Mike lives in Media, PA with his wife Lauren, their daughter Chloe. He enjoys sailing, trapshooting, running, working out, and golfing.

He holds a Bachelor’s of Science in Economics and Operations Research from Temple University and a Masters of Business Administration in Finance from LaSalle University.

William Warrin, CFO

Bill Warrin joined the New Direction Capital team as a Virtual Chief Financial Officer in 2017. With over 20 years’ experience working for the owners of private companies managing all aspects of finance, HR and IT.  Bill has in-depth knowledge of all internal financial functions including controllership, budgeting, strategic planning, month-end close, financial statement reporting, financial/business/operations analysis, systems development and audit. He has worked in the retail, e-commerce, direct response, catalog, franchising, services and manufacturing industries.

In his experience, Bill has led management buyouts, M&A, turnarounds and value management project teams, developing financial models to identify key financial value driver metrics to increase shareholder value. Some career highlights include financial oversight of a $1.2B division of a managed services business with over 30,000 employees, 750 contracts in 45 states for Fortune 100 companies and government agencies; the reorganization of a company’s administrative functions to support a 3-year 23% compounded growth; and drove a weight loss company’s 25% compounded growth rate by growing it into an 850 location, $500 million business in six years supported by franchise and corporate owned centers in the U.S., Canada, Australia, and Costa Rica.

He holds a Bachelor’s of Science in Business Administration from Bryant University and is also a Certified Internal Auditor.
Bill lives in Delaware County, PA with his wife Cathy, and daughters Caroline and Cristina. He enjoys playing golf.

 

Susan Kovalesky, Financial Analyst

susan-kovaleskySusan has over 20 years of experience with accounting, internal financial reporting, budgeting, forecasting, and bookkeeping. Some of that experience includes working at a large bank, a large insurance company and a large mutual fund company all of that work concentrating in the reporting for real estate products and/or properties.

Susan holds an MBA in Finance from Saint Joseph’s University in Philadelphia in addition to a Bachelor’s degree in Business Administration from Grove City College. Susan is a Certified QuickBooks ProAdvisor, a certification updated annually. Susan enjoys reading, listening to music and spending time with her husband and two daughters. She is an avid sports fan, particularly of the Philadelphia Phillies. She lives in Montgomery County, PA.

 

Sue Malley, Financial Analyst

Sue Malley joined the New Direction Capital team in 2017 with over 10 years’ experience in the accounting field. In her role as Financial Analyst Sue supports clients with accounting, financial reporting and bookkeeping. She has worked in the financial, transportation and direct marketing industries using ERP systems such as MS Dynamics SL, MS Dynamics GP and SAP.
She holds a BS in Accountancy from Villanova University. Sue enjoys sewing, reading, gardening, cooking, biking and kayaking. She lives in Chester County, PA.

 

 

 

Carla Wilson, Client Support

carla-wilson1

Carla has been working with New Direction Capital since 2006 as Executive Assistant to Mike Breeze. Prior to working with New Direction Capital, she spent 20 years helping manage the businesses of entrepreneurs in the Sales & Marketing, Security, Finance and Real Estate industries.  She is a Certified Virtual Assistant™ and Past President of the International Virtual Assistants Association.

Carla enjoys yoga and cooking.  She hosts a monthly storytelling event called Lancaster Story Slam and loves producing its podcast. She lives in beautiful Lancaster County, PA, with her husband, David.

 

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