Philip Kean, CFA in

Philip Kean, CFA

Enigma · DISC type idc
Managing Consultant at Lane Gate Advisory LLC
📍 New York, New York, United States

Philip is a seasoned corporate finance professional specializing in debt capital markets and treasury for large companies, having previously served as VP, Global Treasurer at UiPath. A CFA charterholder and graduate of the College of Charleston, he is now the Managing Consultant at Lane Gate Advisory, providing fractional CFO services.

Outside of his finance career, Philip is deeply committed to his community. He serves as a Member of the Board of Trustees for the Desmond-Fish Public Library and is an active volunteer firefighter and the Company Treasurer for the Cold Spring Fire Co. No. 1.

He is a volunteer firefighter who also manages the fire companys finances.

Read the full overview →
Experience
17 Years
Current Role
Managing Consultant
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Philip shows up

Challenger
Fast Follower
Persuasive & Assertive

They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing They are likely to ask many questions and look heavily for supporting proof as well as information.

Priorities

Topics Philip cares about

Fractional CFO Services
He runs his own advisory firm, Lane Gate Advisory, providing fractional CFO and contract-based strategic finance services to companies.
Corporate Treasury
As the former Global Treasurer for UiPath, he has extensive experience in operations, debt transactions, and corporate finance strategy for large, global companies.
+5 more topics Login to view topics
Career

Work history

1-2023
Managing Consultant
Lane Gate Advisory LLC
2-2025
Investor / Advisor
Graphio.ai
1-2025
Member Board of Trustees
Desmond-Fish Public Library
1-2024
Firefighter and Company Treasurer
Cold Spring Fire Co. No. 1
11-2018 - 8-2022
VP, Global Treasurer
UiPath
In the press

Media appearances

Mentor Profile – Philip Kean, CFA, Managing Consultant, Lane Gate Advisory LLC. Featured in VentureOut NY
See now
Education
2001 - 2005
B.A.
College of Charleston
2001 - 2005
Bachelor's degree
College of Charleston
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Philip. Free, 10 seconds.