Gershon Morgulis, MBA in

Gershon Morgulis, MBA

Login to view DISC.
Podcast Host and Founder at Bloodlines and Bottomlines
📍 New York City Metropolitan Area, United States

Gershon Morgulis is the founder and Portfolio CFO at Imperial Advisory, providing financial leadership for businesses with $10-99 million in revenue. He is also a business professor at Touro College and earned his MBA from Hofstra University. Colleagues and clients often describe him as professional, transparent, and an expert in finance.

Read the full overview →
Experience
14 Years
Current Role
Podcast Host and Founder
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Gershon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Gershon cares about

Fractional CFO Services
As the founder of Imperial Advisory, he provides part-time CFO services to businesses, acting as a strategic advisor to CEOs on profitability and growth.
Veteran-Owned Businesses
As a Partner at CFO4VETS, a subsidiary of his firm, he leads a team dedicated to providing financial expertise to the veteran business community.
+6 more topics Login to view topics
Career

Work history

1-2026
Podcast Host and Founder
Bloodlines and Bottomlines
4-2025
Partner
CFO4VETS
7-2023
Founder
South Shore Executive Network
12-2019
Managing Partner
Imperial Advisory CFOs
7-2018
Portfolio CFO & Chief Business Philosopher
Imperial Advisory CFOs
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012
MBA
Hofstra University
2013
Statistics In Medicine - Certificate
Stanford University
2008
BA
Fairleigh Dickinson University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Melinda Smith
Melinda Smith
RMLO
New American Funding
 Regan Waggoner
Regan Waggoner
Branch Manager
Broadstreet Bank
 Jeff Crockett
Jeff Crockett
Senior Director of Marketing
eAssist Dental Solutions
 Igwe Nwankwor, M.S.
Igwe Nwankwor, M.S.
Mortgage Consultant
Groves Capital, Inc.
Unlock the full playbookSee exactly how to sell to Gershon. Free, 10 seconds.