Geoffrey Kimmel Email & Phone Number

Greater Philadelphia Area

Engineered Tax Services (ETS) is a professionally licensed national energy engineering firm with specialty tax expertise working nationally with top CPA firms, Architects, Engineers, Fortune 500 Companies, Business Owners, Commercial Property Owners and Investors to identify and capture IRS approved tax benefits including Opportunity Zones, Engineering based Cost Segregation studies, R&D Tax Credits, Historic Tax Credits, State & Local Economic Incentives, EPAct 179D Federal Energy Tax Certifications, DEIRA insurance replacement appraisals and other niche services. ETS creates client value by improving cash flows and wealth preservation activities.Our acquisition of The Growth Partnership provides the capability to strengthen practice management and operations for CPA firms. Areas of support include Marketing Audits for CPA Firms, Outsourced Marketing Department, Lead Generation for CPAs, Leadership Development for CPAs, Sales Training for CPAs, Public Accounting Benchmarking (Rosenberg Survey) and Non-Technical CPE, and Sales Training.Subject matter expert for chemical engineering and robotics/automation firms.

Greater Philadelphia Area

Astara Consulting provides advisory and consulting services to businesses of all sizes and industries. We can act as your trusted advisor and augment the skills of your management team and professional staff. We are expert at helping business owners and managers improve operating profitability by reducing expenses, improving interest income and improving productivity and business conditions. In response to market demand and client interest, we have developed a full-service energy and utility efficiency improvement capability. We are a non-biased advisor with capability to fully fund energy efficiency projects. Other areas of focus include treasury and financial operations reviews and financing options.

Greater New York City Area

Managed a prospecting territory to attract business and deposits from independent Title Insurance Companies. Identified, researched and qualified prospective clients; conducted calling programs necessary to secure operating business and associated deposit account balances.

Greater Philadelphia Area

Business development assignments for large corporate, insurance and telecom industry client relationships. Senior Consulting Sales resource on larger strategic, sensitive business transactions. Directed an 82 person Eastern Division professional sales, client service and implementations group; staff in 9 regional offices. Area generated $110M in annual revenues marketing bank services to Small Business and Middle Market clients and prospects. Facilitated PNC Bank’s acquisition of Midlantic Bank by serving as Midlantic Bank’s Integration Manager. Provided local training, orientation, customer retention and transition support; successfully bid on and won three major strategic DC client relationships during the acquisition of Riggs Bank.

Greater Los Angeles Area

Managed a 19 person US professional sales and service group; staff in Chicago, Los Angeles, San Francisco and New York. Managed $28.8M of total Bank cash management revenue and $695M of department account deposits.

Greater Denver Area

Responsibility for all financial, administrative, operating, and facilities functions with a staff of 120. Member Board of Directors, Board Secretary and member of 7 Board Committees. Negotiated $40M Fed Funds and $25M FDIC liquidity lines of credit; managed $50M investment portfolio.

Greater Denver Area

Directed all cash management sales, service and support activities and product managers responsible for electronic and disbursement products. Appointed to a select Committee overseeing redesign of the City of Denver cash management systems. Recognized in Automatic Data Processing’s (ADP) Annual Report for business growth and product design.

Greater Philadelphia Area

Responsible for all company cash utilization, internal controls, financial and actuarial reporting. Automated check production and mailing. Member of Cash Forecasting and Short Term Investment Committees.

Greater Philadelphia Area

Developed and implemented pre-authorized debit policy loan repayment product. Reorganized workflow of multiple departments. Managed two Pension Plan Administration Divisions. Managed Records Retention and Control Department. Authored marketing literature and brochures.

Mba, Executive Management

Ms, Business, Industrial Relations

Activities and Societies: Activities and Societies: Ice Hockey goalie, Newspaper, Honor Society, Student Athletic Director, Yearbook

Education record