Christopher McMorran

Partner & Chief Revenue Officer

Chris bridges traditional finance with modern solutions, helping founders and CEOs align capital strategy with operational execution. As Partner and Chief Revenue Officer at Keystone Advanced Solutions, he leads the firm's capital advisory practice, guiding clients through bank financing, SBA lending, treasury optimization, and acquisition funding while connecting that work to the financial infrastructure that supports it. With more than 18 years in commercial and private banking, including leadership roles at JPMorgan Chase and Flagstar Private Bank, Chris has supported the successful funding of over $500 million in loans to small and mid-sized enterprises. That experience gives him a rare vantage point: he knows how lenders evaluate businesses, and he prepares clients to walk into those conversations bank-ready, with clean financials, a clear credit narrative, and the right structure for their growth stage. His client work spans capital readiness and loan packaging, banking relationship strategy, cash flow and treasury management, exit planning, and M&A advisory. Whether a client is negotiating a credit facility, evaluating an acquisition, or restructuring their banking stack, Chris translates the complexity of institutional finance into decisions owners can act on with confidence. Chris has served as a judge for the Pepperdine Most Fundable Companies program, sits on the LA Business Journal Valley Business Advisory Roundtable, and serves on the boards of Big Brothers Big Sisters and Make-A-Wish Tri-Counties.

Professional Experience

Experience & Achievements

A proven track record of delivering strategic financial leadership across diverse industries and growth stages.

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Years Experience
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Clients Supported
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Loans Funded ($M+)
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Leadership Roles

Core Competencies

Banking & Finance
CFO Advisory
Fintech Integration
Strategic Growth Planning
Cash Flow Optimization
M&A Due Diligence
Technology Implementation
Financial Analysis
Executive Leadership
Strategic Partnership Development

Areas of Expertise

Deep knowledge across industries, financial disciplines, and cutting-edge technology platforms

Industries

SaaS & TechnologyAIManufacturingReal EstateProfessional ServicesHealthcareE-commerceConstructionNonprofitFinancial ServicesPrivate Equity

Finance & Accounting

Strategic Financial PlanningCash Flow ForecastingFinancial ModelingM&A Due DiligenceKPI DevelopmentBudgeting & ForecastingInvestor RelationsCapital RaisingFinancial Reporting

Software & Platforms

QuickBooksNetSuiteSage IntacctFathomMonday.comXeroJiravLivePlanGustoBill.comExpensifyStripeBanking APIs
Personal Connections

Beyond Finance

Personal interests and community involvement that drive passion and purpose beyond professional achievements.

Personal Interests

Golf
Travel
Sports
Sports
Sports Card Collecting
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AI and Technology
Hiking

Professional Affiliations

Association For Corporate Growth (ACG 101)
Association For Corporate Growth (ACG 101)
Exit Planning Institute
Exit Planning Institute
Board Member - Global AI Council
Board Member - Global AI Council
California Life Insurance License
California Life Insurance License

Community Involvement

Treasurer/Board Member - Big Brothers Big Sisters of Ventura County
Treasurer/Board Member - Big Brothers Big Sisters of Ventura County
Board Member - Make A Wish CVS
Board Member - Make A Wish CVS
Contact Us

Experience You Can Trust to Transform Your Financial Operations

Each member of our team brings an average of over 12 years of proven expertise in financial and transformational leadership, delivering timely and accurate financials alongside trusted guidance and strategic insights that empower organizations to evolve and thrive. Let's explore how our comprehensive, growth-minded financial solutions can drive greater efficiency and strategic growth for your business.

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(805) 334-8869

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Let's discuss how we can help optimize your financial operations and drive growth for your business.