BPM Executive and Leadership Team

Wen Mochizuki, the Chief Financial Officer at BPM, directs the firm's financial strategy and fiscal management. Overseeing all financial operations, Mochizuki ensures robust financial health and sustainable growth across BPM's diverse industry engagements, from agribusiness to technology. This executive position involves rigorous financial planning, budgeting, and risk management to support the firm's progressive solutions and expansive expertise. Wen Mochizuki's leadership guarantees that financial resources are strategically allocated to enhance client experiences and foster innovation. By managing investor relations and capital allocation, Mochizuki directly contributes to BPM's standing as a Certified B Corp. The Chief Financial Officer's keen financial acumen is vital for navigating complex market dynamics and maintaining fiscal integrity across all business units.

Lynda Gustafson, the Director, Advisory Chief Financial Officer Services at BPM, leads specialized financial guidance for clients. Overseeing a dedicated team, Gustafson delivers strategic financial insights and operational support, particularly for businesses in the consumer, financial, and technology sectors. This role leverages BPM's expansive expertise to provide progressive solutions tailored to unique client needs. Lynda Gustafson's focus is on enhancing client financial performance and driving strategic decision-making through expert advisory services. By ensuring seamless integration of financial strategies with client business objectives, Gustafson directly contributes to exceptional client experiences. The Director's leadership ensures that clients receive high-caliber financial direction, reinforcing BPM's commitment to supporting businesses across various industries.

Carl Sorboro, the Chief Operating Officer at BPM, architects the firm's operational framework to support expansive expertise and progressive solutions. Overseeing day-to-day business functions, Sorboro drives efficiency and scalability across all service lines, including accounting, advisory, and tax. This critical role ensures that BPM's diverse perspectives translate into exceptional client experiences globally. Carl Sorboro's leadership focuses on optimizing resource allocation and implementing best practices within the firm's operational structure. By managing the integration of new technologies and refining internal workflows, Sorboro directly enhances the firm's capacity to serve clients in industries such as life science, real estate, and wine and craft beverage. The Chief Operating Officer's strategic oversight guarantees operational excellence, underpinning BPM's commitment as a Certified B Corp.

Boris Perez, the President at BPM, drives the overarching strategy and vision for the firm. Overseeing all major business functions, Perez ensures BPM's commitment to delivering exceptional experiences for individuals and businesses globally. This leadership position involves guiding the firm's expansive expertise and progressive solutions across diverse industries, including agribusiness, life science, and real estate. Boris Perez's strategic direction fosters a culture of innovation and client-centricity, reinforcing BPM's status as a Certified B Corp. By championing the firm's core values and market positioning, Perez directly influences BPM's impact and growth. The President's leadership is instrumental in navigating complex market landscapes and ensuring sustained success for the firm and its clientele.

Elena Owen, the Chief of Staff at BPM, directs strategic initiatives and operational alignment across the firm. Overseeing critical projects, Owen ensures seamless execution of the company's mission to deliver exceptional client experiences. This leadership position involves close collaboration with executive leadership to refine internal processes and enhance overall organizational efficiency. Elena Owen's focus remains on fostering a culture of continuous improvement and supporting the firm's growth objectives. By managing key internal communications and driving cross-departmental synergy, Owen directly contributes to BPM's progressive approach in the business services sector. The role demands a keen understanding of the firm's diverse client base, spanning agribusiness, technology, and financial services, ensuring operational readiness for evolving market demands.