CPA, CFP, Vice President of New Business Development with CBIZ, Inc. (NYSE:CBZ). My primary focus is to assist clients/prospects in solving problems and advancing strategies. Over 30 years of management consulting experience ranging from small closely held businesses to Fortune 500 companies. Firm believer in listening to the voice of the client and helping them achieve their business objectives even if it just means an introduction to a key customer/supplier. Recent projects include transforming sales and marketing approaches to continue growth through the pandemic. Data, trends and analytics help to share knowledge and better serve clients and obtain new clients. Industry specializations include real estate and healthcare.CBIZ is a unique provider of business services, combining accounting and tax with insurance, payroll, human resources, middle market investment banking with many specialized consulting practices. CBIZ currently ranks as the (9th) seventh largest accounting firm in the U.S. and a member of the Kreston International Network. CBIZ also ranks as a top 20 insurance brokerage company. By combining accounting and tax with risk management and insurance, CBIZ provides unique streamlined solutions for clients looking to optimize their business.
Listed skills include Mergers And Acquisitions, Employee Benefits, Human Resources, Strategic Planning, and 45 others.