Robert Solberg, Cpa

Robert Solberg, Cpa Email and Phone Number

Managing Partner @ Solberg Financial
San Antonio, TX, US
Robert Solberg, Cpa's Location
San Antonio, Texas, United States, United States
Robert Solberg, Cpa's Contact Details

Robert Solberg, Cpa work email

Robert Solberg, Cpa personal email

n/a
About Robert Solberg, Cpa

Hello everyone! I'm Robert, an entrepreneurial-minded professional offering comprehensive experience in devising actionable strategies aimed at driving business growth in coordination with senior management. Throughout my career, I have remained a resourceful and results-driven professional with record of fostering and fortifying strong professional relations with key clients, internal/external stakeholders, and C-suite executives to realize business goals. As a detail oriented individual with a passion for excellence, I am adept at meeting and exceeding targeted goals and long-term objectives by developing high-performing teams. What makes me stand out is my stellar record of success in spearheading business development projects from inception to successful completion by leading cross-functional teams serving in a fast-paced and dynamic environment. My demonstrated success in driving harmonization across business operations through deep-rooted risk assessment and reporting is second to none.My ability to identify irregularities in business operations, implement corrective measures, and revise existing policies has been well appreciated over the years. My expertise lies in stakeholder engagement, rapport & relationship building, cross-functional collaboration, and team leadership.

Robert Solberg, Cpa's Current Company Details
Solberg Financial

Solberg Financial

View
Managing Partner
San Antonio, TX, US
Employees:
2
Robert Solberg, Cpa Work Experience Details
  • Solberg Financial
    Managing Partner
    Solberg Financial
    San Antonio, Tx, Us
  • Solberg Financial
    Managing Partner
    Solberg Financial Nov 2022 - Present
  • Living Rock Academy
    Board Member
    Living Rock Academy Jun 2024 - Present
  • Cascade Baseball Club
    Board Member
    Cascade Baseball Club Jan 2024 - Present
  • Guided Medicare Solutions
    Managing Partner
    Guided Medicare Solutions Feb 2020 - Jun 2022
    Tampa, Florida , Us
    While acting as Managing Partner for Baldwin Risk Partners, my day-to-day responsibilities were to provide leadership and knowledge throughout Medicare division of Baldwin Risk Partners. My impeccable managerial skills empowered me to direct high-performing Merger and Acquisition Outreach team relative to Medicare. Some of my key accomplishments associated with this job role include:• Spearheaded successful completion of five acquisitions and integration with BRP.• Pinpointed potential threats and implemented corrective measures through risk assessments.• Expanded agent distribution network by 21% while maintaining and administering AgencyRM.
  • Agencyrm
    Chief Executive Officer
    Agencyrm Jan 2014 - Feb 2020
    Vancouver, Washington, Us
    I co-Founded and established profitable company "AgencyRM" in 2014 from ground up. During my tenure as a Chief Executive Officer in AgencyRM, I have finalized multiple tasks related to providing Field Marketing Organization (FMO) access to national and regional carrier products while contracting with agents nationwide. I was accountable for monitoring overall performance while administering agent and agency management systems. The following are my renowned contributions:• Headed end-to-end sales operations of the organization to Baldwin Risk Partners.• Generated intensive M&A interest with creation of operations scalable aimed at enhancing growth.• Drove YOY growth in top-line revenue by 50%, agent distribution network by 45%, and enrollments by 34%.
  • Vibrantusa
    Chief Executive Officer
    Vibrantusa May 2003 - Dec 2014
    I performed as a Chief Executive Officer (CEO) for VibrantUSA, an independent captive insurance agency representing Medicare insurance plans in Oregon, Texas, and Washington state. My role here was to assist with purchase of insurance coverage to clients in line with personal requirements and budget. My signature achievements were the following:• Accelerated and increased active client list from 1,000 to 18,500.• Established VibrantUSA as top choice for hundreds of primary care physicians.• Boosted company growth with creation and employment of scalable business operations.• Enabled captive agents to function on full potential by formulating support team and systems.
  • Coinstar
    Corporate Assistant Controller
    Coinstar Oct 2006 - May 2008
    Bellevue, Washington, Us
  • Pricewaterhousecoopers
    Manager
    Pricewaterhousecoopers Sep 2001 - Sep 2006
    Gb

Robert Solberg, Cpa Education Details

  • Pacific Lutheran University
    Pacific Lutheran University
    And Economics

Frequently Asked Questions about Robert Solberg, Cpa

What company does Robert Solberg, Cpa work for?

Robert Solberg, Cpa works for Solberg Financial

What is Robert Solberg, Cpa's role at the current company?

Robert Solberg, Cpa's current role is Managing Partner.

What is Robert Solberg, Cpa's email address?

Robert Solberg, Cpa's email address is ro****@****zed.com

What schools did Robert Solberg, Cpa attend?

Robert Solberg, Cpa attended Pacific Lutheran University.

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