Robert Solberg, Cpa Email and Phone Number
Robert Solberg, Cpa work email
- Valid
Robert Solberg, Cpa personal email
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.
Solberg Financial
View- Website:
- NumbersOrganized.com
- Employees:
- 2
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Managing PartnerSolberg FinancialSan Antonio, Tx, Us -
Managing PartnerSolberg Financial Nov 2022 - Present -
Board MemberLiving Rock Academy Jun 2024 - Present -
Board MemberCascade Baseball Club Jan 2024 - Present
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Managing PartnerGuided Medicare Solutions Feb 2020 - Jun 2022Tampa, Florida , UsWhile 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. -
Chief Executive OfficerAgencyrm Jan 2014 - Feb 2020Vancouver, Washington, UsI 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%. -
Chief Executive OfficerVibrantusa May 2003 - Dec 2014I 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.
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Corporate Assistant ControllerCoinstar Oct 2006 - May 2008Bellevue, Washington, Us -
ManagerPricewaterhousecoopers Sep 2001 - Sep 2006Gb
Robert Solberg, Cpa Education Details
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Pacific Lutheran UniversityAnd 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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