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Perserverance - My Journey

From The Bronx to Boardrooms: My Journey into Finance and Strategy

Early Lessons: Money as a Tool for Freedom

I grew up in The Bronx and Harlem, where my dream was clear—use business to take control of my destiny.

From an early age, I realized that money was more than just a form of currency. Instead, it represented freedom, security, and future power.

As a result, I became obsessed with mastering the language of finance, investment, and entrepreneurship.

Even as a child, I understood that financial knowledge could change my life—and eventually, help others do the same.

Therefore, I made education my foundation. I studied in classrooms, read finance books, and learned from real-life experience.

Regardless of the setting, I always asked one thing: “Teach me what I need to know next.”

As a result, my skills in financial strategy, forensic accounting, and AI-driven analysis grew steadily over time.

Consequently, each lesson added a tool to my belt—tools I now use to help clients and students around the world.

Breaking Barriers and Rewriting the Rules

However, the journey was far from easy. As an outsider, I faced constant resistance and quiet gatekeeping.

Thus, people doubted me. Some even said I didn’t belong in boardrooms or high-level financial conversations.

In response, I used knowledge as a weapon. I leveraged what I learned to unlock doors they tried to shut.

Eventually, each obstacle became a lesson. Each setback became a case study that I would later teach to others.

Instead of being pushed out, I pushed forward. I didn’t just adapt to the system—I mastered it on my terms.

Consequently, the very systems that tried to exclude me became the ones I now help others navigate and overcome.

From Student to Teacher: Purpose Through Education

Over time, I realized that success alone wasn’t enough. What truly fulfilled me was sharing what I had learned.

Consequently, whether helping entrepreneurs or training CFOs, I found purpose in teaching others how to rise.

For example, when a client recognizes a red flag, I witness a transformation in real time.

Subsequently, new financial tools were applied.

Because of this passion, I’ve taught leaders around the world—from Wall Street to West Africa and beyond.

Nevertheless, whether guiding startup founders or mentoring business owners, I focus on real-world education that creates tangible change.

Leading with Purpose

Today, I lead with purpose

—as a CPA, AI forensic strategist, and entrepreneurial mentor.

Through online courses, workshops, and speaking, my mission remains simple:

Teach the tools. Expose the tricks. Empower the transformation.

Needless to say, success is no longer just for insiders.

Thus, it’s for anyone willing to learn how the system really works.

— Gary Rushin, CPA

Notable Accomplishments

As a recognized business turnaround expert and financial strategist, I’ve revitalized distressed companies, driven strategic acquisitions, and transformed minority-owned enterprises into growth leaders. My impact spans manufacturing, technology, and public-sector restructuring—fusing operational leadership with forensic financial insight.

🏆 Turnaround Leadership at The Terrill Manufacturing Company

CEO Transformation: Led the turnaround of The Terrill Manufacturing Company, a 70-year-old architectural woodwork and casework manufacturer, restoring profitability, expanding operations, and building a national reputation as an industry leader.
Manufacturer of the Year: Honored by the Dallas/Fort Worth Minority Supplier Development Council and the U.S. Department of Commerce for excellence in manufacturing leadership.
Employer Award of Excellence: Received the Texas Workforce Commission’s Employer Award of Excellence for nearly doubling the company’s employment base in West Texas.
Economic Expansion Award: Recognized by the San Angelo Chamber of Commerce for a 23% revenue increase, earning the Economic Expansion Award for driving local economic growth.

💼 CFO & Strategic Restructuring at KENROB Information Technology

Business Turnaround Execution: As CFO, led the restructuring and turnaround of KENROB Information Technology, Inc., increasing liquidity, stabilizing operations, and driving EBITDA growth through cost control and operational realignment.
Financial Growth Strategy: Applied deep expertise in cash flow forecasting, restructuring, and forensic financial analysis to navigate the company through critical transformation phases.

🤝 Strategic M&A and Acquisition Success

Acquisition of Waltco Engineering: Successfully negotiated and closed the acquisition of Waltco Engineering in Gardena, CA, on behalf of Holman Industries, expanding their engineering capabilities and market footprint.

📉 Restructuring Leadership & Public Sector Representation

Major Creditors’ Committees: Represented the Pension Benefit Guaranty Corporation (PBGC) on bankruptcy creditor committees for high-profile cases including:
- Memorex Telex Corp.
- Lone Star Industries
- Two major U.S. airlines
National Recognition: Honored by the Harvard Kennedy School of Government and awarded the U.S. Government Hammer Award for contributions to public-sector financial turnarounds and restructuring excellence.
🏛️ Advisor to the Bank of Ghana – Central Banking & Financial Regulation Reform
As a consultant under the auspices of the World Bank, I served as an advisor to the Governor of the Bank of Ghana, the nation’s central bank. In this capacity, I authored the supervisory and prudential regulations for Ghana’s non-bank financial institutions (NBFIs) in alignment with Basel Concords and global regulatory standards. My work spanned regulation of savings banks, credit unions, leasing companies, mortgage finance institutions (both depository and non-depository), insurance companies, and forex bureaus. This engagement advanced Ghana’s financial sector reform, modernized compliance infrastructure, and strengthened oversight of financial intermediaries across diverse sectors.

Teaching Experience: A Global Classroom

🎓 SEO-Enhanced Section: Global Teaching & Financial Education Impact

My success in business turnarounds and forensic finance led me to a deeper calling: teaching and empowering others. What began as a mission to understand the language of money evolved into a passion for translating that knowledge into transformative tools for others. Today, I teach and mentor executives, founders, analysts, and students across the globe—helping them decode complex financial data and use it as a weapon for business success.

🌍 Teaching Forensic Finance, Turnarounds & AI Strategy

Global Financial Education: I’ve taught finance and business strategy in the United States, Africa, and Southeast Asia, delivering workshops and seminars focused on red flag detection, financial statement forensics, and corporate turnaround frameworks.
AI in Financial Analysis: As part of my education mission, I develop training around the use of AI-powered tools (like ChatGPT and Power BI) in analyzing financial statements, identifying accounting irregularities, and enhancing due diligence.
Corporate Training & Consulting: I’ve trained CFOs, controllers, and startup founders in the application of financial best practices for growth, funding readiness, and cash flow management—especially in high-pressure or distressed environments.
University Guest Lectures: I’ve lectured on forensic accounting, AI in finance, and entrepreneurial strategy at institutions and executive training programs, bridging real-world corporate finance with academic frameworks.
Course Development: I co-created the online course “Forensic Financial Statement Analysis Using AI” with renowned instructor Chris Haroun, bringing Wall Street-level insights to a global student base on platforms like Udemy.

🔎 Core Teaching Topics:

AI-powered forensic accounting
Red flag financial detection
Business turnaround strategy
Cash flow forecasting & modeling
Private equity due diligence
Financial literacy for entrepreneurs
Corporate finance for non-finance leaders

Bank Advisory and Consulting Experience

My journey also includes impactful advisory and consulting roles that shaped financial systems and contributed to economic development on an international level.

Banking Advisor to the Governor of the Bank of Ghana: Under the auspices of the World Bank, I had the privilege of advising the Governor of the Bank of Ghana, the central bank of the country. I authored all Non-Bank Financial Institutions (NBFIs) prudential regulations in a nation that lacked mature bankruptcy regulations and depository insurance, ensuring alignment with Basel I standards. My work spanned a variety of financial entities, including savings banks, credit unions, foreign exchange bureaus, acceptance houses, venture capital companies, discount houses, building societies, mortgage finance, leasing, and finance companies.
To strengthen the country’s financial system against default and systemic risks while ensuring depositor protection, I re-engineered the Bank’s supervision methodology using a modified Uniform Bank Rating System. Additionally, I designed risk-based capital adequacy requirements and established a Self-Regulatory Organization to oversee over 500 credit unions. I also crafted comprehensive training programs and standardized reporting frameworks for bank regulators, significantly enhancing the effectiveness and reliability of financial oversight in Ghana.
Consultant to the African Development Foundation (ADF), Washington, D.C.: As a consultant to the African Development Foundation, a U.S. government donor agency, I developed critical financial models to aid ADF personnel in the proper accounting, forecasting, and reporting of Micro-Finance Institutions and Small/Medium Enterprises, ensuring compliance with GAAP standards. I provided essential training in credit analysis, prudential investment, and credit underwriting to ADF economists and country officers, equipping them with the knowledge to make informed financial decisions. Additionally, I advised the President of the ADF on the formation and structuring of a private equity fund targeted at Sub-Saharan Africa companies, aimed at fostering economic growth and development across the region.

These advisory roles allowed me to apply my expertise on a macro level, directly contributing to the strengthening of financial frameworks and economic resilience in emerging markets. They were professional experiences and opportunities to create tangible, lasting impacts that would benefit entire communities and economies.

Investment and Commercial Banking

💼 SEO-Optimized Section: Investment Banking & Global Finance Experience

My journey into the world of high finance began at 1 Wall Street, across from the historic Trinity Church, as a summer intern at the Irving Trust Company. That opportunity changed my life. From the moment I stepped into the heart of Manhattan’s financial district, I was hooked. I had discovered the power of money—how it moves markets, shapes companies, and transforms lives.

What followed was a career path through the worlds of investment banking, middle-market lending, and international commercial finance, where I developed deep expertise in corporate finance, credit analysis, and strategic capital structuring. These formative years laid the foundation for my work as a financial educator and business turnaround expert today.

🏛️ BNY Mellon (formerly The Irving Trust Company)

Corporate Financial Counsel & International Credit Departments
At what is now BNY Mellon, I served in both the Corporate Financial Counsel and International Credit departments. I provided strategic financial advisory services to global corporations and conducted detailed credit assessments for complex international transactions. This role sharpened my ability to evaluate intricate financial structures and offer cross-border financial guidance—a cornerstone of my global finance skillset.

📈 The Chapman Company (Former Affiliate of Deutsche Banc Alex. Brown)

Director of Corporate Finance
As Director of Corporate Finance, I advised companies on capital raising, mergers and acquisitions, and strategic financial planning. I structured multi-layered equity and debt transactions, helping businesses navigate capital markets and secure the funding necessary for long-term growth. My work connected mid-sized enterprises with the financial tools and advisory expertise often reserved for Fortune 500s.

💼 Wachovia Bank (formerly Signet Bank)

Assistant Vice President, Middle-Market Lending
In my role as AVP in the Corporate Banking Group, I partnered with middle-market businesses to structure tailored lending solutions. I led relationship management, credit underwriting, and risk mitigation efforts—ensuring clients received financing aligned with their strategic objectives. This experience made me a trusted middle-market finance advisor known for balancing opportunity with risk management.

🌐 Bank of America (formerly First Republic Bank/Dallas)

International Commercial Lending Officer
Serving as both a Credit Analyst and International Lending Officer, I delivered financing to multinational companies engaged in global trade. I assessed creditworthiness, structured cross-border loans, and managed client relationships in industries ranging from manufacturing to technology. This experience provided a deep understanding of foreign exchange, international finance regulations, and cross-cultural banking practices.

🌍 Legacy of Insight: Global Finance, Strategic Lending, and Capital Markets

These roles in investment banking and international commercial lending shaped my understanding of the global financial landscape. I developed the ability to assess risk, structure complex financial solutions, and advise businesses on how to access and manage capital—skills I now apply in my work with entrepreneurs, C-suite executives, and high-growth companies across industries