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Lloyd Leanse
Immediate Past Chair, Board of Regents at Samuel Merritt University
Professional Background
Lloyd Leanse is a seasoned financial executive known for his diverse expertise in corporate finance and operational leadership. With more than 30 years of experience, Lloyd has played pivotal roles in both startup environments and publicly held companies across the technology and services sectors, as well as non-profit organizations. Renowned for his financial acumen, he has provided invaluable guidance that has led executive teams to successfully close over $2.5 billion in debt, venture financing, securities offerings, and impactful real estate transactions. Among his impressive career milestones are his contributions to two initial public offerings (IPOs) and a significant secondary offering, underscoring his capabilities as a financial strategist.
Education and Achievements
Lloyd's academic journey began at Stanford University, where he earned a Bachelor of Arts in Human Biology. This strong educational foundation has equipped him with a broad understanding of both scientific and humanistic perspectives, which he incorporates into his decision-making processes as a financial leader.
Leading with integrity and financial insight, Lloyd holds multiple FINRA licenses including Series 7, 24, 27, 50, 53, and 63. In addition, he meets the general Sarbanes-Oxley (SOX) audit committee financial expert requirements, marking him as a prominent figure in financial governance and compliance. This expertise has contributed to his reputation as a trusted advisor and leader within the financial community.
Notable Contributions
Throughout his career, Lloyd has held numerous significant positions, demonstrating his leadership abilities and commitment to financial excellence. Notably, he has served as the Chief Financial Officer (CFO) and Chief Operating Officer (COO) at several companies, including Prager & Co., LLC and GetMoveZ, where his strategic insights have driven operational efficiency and fiscal health. His involvement with Samuel Merritt University is particularly noteworthy, as he has played essential roles including Chair of the Board of Regents, Vice-Chair, and Chair of various committees focused on compliance, investment, and finance.
In addition to his governance roles at Samuel Merritt University, Lloyd has shared his expertise with organizations as an advisor. For instance, he has served as an Advisor at MarketXLS Limited and Kachina LLC, contributing his deep financial knowledge to help guide their growth strategies. Furthermore, his commitment to mentoring future leaders in the financial sector is evident from his time as Entrepreneur-in-Residence at Vanguard Ventures, where he leveraged his vast experience to nurture budding entrepreneurs.
Lloyd's background also includes significant contributions to several organizations, demonstrating his capacity to lead and innovate in multifaceted financial environments. He has pursued various leadership roles in both investment banking and corporate development, including a previous position as Vice President at Sterling Stamos Capital Management and his work with firms like Nuance Communications and GridIron Software. His career path reflects a continuous dedication to fostering growth, stability, and innovation in finance and operations.
Achievements
- Over 30 years of experience in leadership roles across startups, publicly held companies, and non-profits
- Played a crucial role in closing $2.5 billion+ in corporate financing, securities offerings, and real estate transactions
- Successful participant in two IPOs and a secondary offering
- Licensed with FINRA series including 7, 24, 27, 50, 53, and 63
- Meet the requirements for SOX audit committee financial expert
- Extensive experience as CFO and COO across various organizations, ensuring financial health and compliance
- Significant governance contributions at Samuel Merritt University, including Chair roles across several critical committees
- Vast advisory experience with a variety of companies, leveraging financial expertise to propel growth