Stage 1 Financial Hires Engagement Leader, Michele Winick

Anaheim, CA—January 09, 2014 —Today, Stage 1 Financial announced that Michele Winick will now take the role of Engagement Leader for the organization.  Winick started her professional career by founding educational and fitness companies. She was featured in Entrepreneur Magazine and was recognized as an outstanding business leader under the age of thirty. She was an early adopter of online marketing and merchandising and her business, L.A. Bike Tours, was featured in Fortune, The Wall Street Journal, as well as many other international publications.

She also spent several years understanding the intricacies of investments and real estate, working for global firms including Barclays, and Merrill Lynch/Bank of America. Prior to joining Stage 1 Financial, she came full circle helping lead a global media and Fitness Company. As CFO, the company experienced 40% growth in revenue during her tenure.

Her decision to join Stage 1 Financial was fueled by her passion for working with other entrepreneurs, and her enthusiasm for the efficiencies and support systems Stage 1 Financial has created for its clients.

Stage 1 Financial welcomes Winick to our Southern California local team!

About Stage 1 Financial:

Stage 1 Financial, founded by Jeremy and Katy Triefenbach, is an organization that delivers a fully local, outsourced finance and accounting solution to young, fast-growing companies. They have a fully-integrated system that strategizes big-picture goals, as well as handles the organization’s day-to-day accounting functions.  Unlike traditional consultant models, clients benefit from not one individual resource, but rather the collective knowledge and skills of a team. They have built a team of individuals who can relate to the unique challenges that start-up organizations undertake.

Teams are structured into 4 key areas that work as a combined force to meet client financial growth goals: Strategic Services, Analytical Services, Accounting and Reporting, and Transactional Services.

For more information on Stage 1 Financial, please visit:

Download the Press Release here. 

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