Let’s connect on the following platforms, whether you’re seeking inspiration or strategic financial guidance:
I earned my MBA from Columbia Business School and earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Public Accountant (CPA), Senior Professional in Human Resources (SPHR), and Chartered Global Management Accountant (CGMA). I later held leadership roles with Wells Fargo and JP Morgan Chase. I’ve been a Chief Financial Officer at a billion-dollar firm, and today I serve as Area President with FOCUSCFO, where I link business owners with fractional CFO services that help them strengthen their companies and plan for long-term growth.
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Mental health is just as much a part of my story as finance. I wrote West Point to Wall Street: My Journey to Mental Wellness to speak honestly about the challenges I faced. I use my platform as a motivational speaker and advocate to open conversations in places where silence often wins through corporate mental health workshops, community talks, and supporting PTSD resources for veterans.
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I am located in Charlotte and split my work between motivational speaking and mental health advocacy, while also guiding business owners through fractional CFO services that drive steady growth.
MY SERVICES
Empowering individuals and organizations through purpose-driven speaking engagements and strategic financial leadership.
How I Help
Empowering individuals and organizations through speaking, advocacy, and financial leadership.
Mental Health Advocacy
When I speak about mental wellness, it isn’t theory. It’s a lived experience. I’ve stood in combat zones and later in corporate boardrooms, fighting battles both external and internal. My focus now is on:
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Advocacy and mental health through storytelling and education
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Corporate mental health workshops for leaders and teams
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PTSD support for veterans who are trying to find their footing after service
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Opening doors to independent mental health advocacy where silence used to dominate
I’m not a clinician. I’m a peer who’s walked the road and isn’t afraid to talk about it.
Speaking Engagements
Whether it’s a room of veterans, a business leadership team, or a university audience, I bring stories that connect. Topics include:
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Resilience and leadership under pressure
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Mental wellness in high-stress professions
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Strategy and discipline in finance and business growth
Lessons learned as a veteran motivational speaker and mental health advocate speaker
I also work with those just starting out in motivational speaking classes, sharing what it really means to speak with authenticity.
Business Finance Work
At FOCUSCFO, I help owners strengthen their companies without having to hire a full-time executive. My work includes:
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Fractional CFO services – clarity on cash flow, planning, and operations
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Fractional CFO for small business – practical solutions scaled to fit tighter budgets
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Business growth services – long-term strategies for sustainable expansion
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Financial controller services – getting the details right so leaders can focus on running the company
This work balances my advocacy where numbers meet people, and strategy meets care.
West Point to Wall Street: My Journey to Mental Wellness is a candid memoir tracing my path from a challenging upbringing in South Carolina, through West Point and military service in Iraq, to the high-pressure world of Wall Street. My story is one of resilience, adversity, and personal transformation, highlighting the realities of leadership, trauma, and the ongoing struggle with mental health.
I share hard-earned lessons about perseverance, responsibility, and vulnerability, offering insights into military life, transitioning to civilian careers, and overcoming the hidden wounds of PTSD. My hope is to inspire others to face their own challenges, break the stigma around mental health, and recognize that true strength lies in seeking help and growing through adversity.
Join me on this journey of self-discovery and healing. Together, we can prioritize mental wellness and create a world where everyone has the opportunity to thrive.
West Point to Wall Street: My Journey to Mental Wellness
In Their Own Words
Tim Stewart
Omar’s presentation is a testament to overcoming setbacks through unwavering resilience. Hearing his journey inspired me to keep pushing forward and support others on their mental health journeys.
Leslie-Ann Harvey
Omar’s book is relatable for anyone, shining a light on the hidden mental struggles many face. This book reminds us that what we see on the outside often hides deeper battles.
Juliana Verdade
West Point to Wall Street is an honest, deeply personal account that openly discusses mental health struggles without shame. It’s a relatable and inspiring journey for mental wellness.
Marcelino Christie
Omar’s seminar offers strategic, practical guidance for veterans. He clearly explains the differences between military and Wall Street while motivating attendees with lessons in resilience and leadership.
Kevin Cummiskey
Omar’s talk is a must-hear experience for anyone striving for excellence under pressure. He seamlessly weaves inspiring stories of overcoming adversity with practical advice about maintaining mental wellness.
May 10, 2025
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