Co-Founder And Owner
Current
Nov 2018 - Present
AeroLeads people directory · profile
Toby Lawrence, Cpa Email & Phone Number
President at Lawrence Advisory Services, Co-Founder and Owner in Platinum Risk Advisors.
at
Platinum Risk Advisors
1 work email found
@lawrenceadvisory.com
1 phone found area 319
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President at Lawrence Advisory Services, Co-Founder and Owner in Platinum Risk Advisors.
Location
Ankeny, Iowa, United States
Who is Toby Lawrence, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Toby Lawrence, Cpa is listed as President at Lawrence Advisory Services, Co-Founder and Owner in Platinum Risk Advisors. at Platinum Risk Advisors, based in Ankeny, Iowa, United States. AeroLeads shows a work email signal at lawrenceadvisory.com, phone signal with area code 319, and a matched LinkedIn profile for Toby Lawrence, Cpa.
Toby Lawrence, Cpa previously worked as Co-Founder and Owner at Platinum Risk Advisors and President at Lawrence Advisory Services. Toby Lawrence, Cpa holds Ba, Accounting from University Of Northern Iowa.
Company email context
Email format at Platinum Risk Advisors
This section adds company-level context without repeating Toby Lawrence, Cpa's masked contact details.
*@lawrenceadvisory.com
68% confidence
AeroLeads found 1 current-domain work email signal for Toby Lawrence, Cpa. Compare company email patterns before reaching out.
Profile bio
About Toby Lawrence, Cpa
Consultant to banks and credit unions with 30+ years of experienceCPA who has been a senior partner / owner in two national CPA firms, Bank President and CEO, and Lender. Extensive experience in loan review, , providing expert testimoney in litigation cases involving underwriting and credit adminstration matters, and mergers and acquisitions. Also, provide model validation reviews, regulatory application preparation, and directors' exams / supervisory reviews.
Listed skills include Risk Management, Auditing, Mergers And Acquisitions, Financial Analysis, and 19 others.
Current workplace
Toby Lawrence, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 22 years
Toby Lawrence, Cpa work experience
A career timeline built from the work history available for this profile.
President
CurrentProvide loan review, merger and acquisition assistance, and expert testimony related to underwriting and credit administration matters.
Mar 2015 - Present
Partner
Provide strategic planning, risk management, merger and acquisition, profit improvement, and other services to banks and credit unions located throughout the United States and some international. CliftonLarsonAllen is one of the nation’s top 10 certified public accounting and consulting firms in the country. Structured to provide clients with highly specialized industry insight, the firm delivers its audit, accounting, tax, consulting, and advisory capabilities from industry-specific perspectives.
Jan 2012 - Dec 2014
Partner
Direct the community bank and credit union consulting group in Iowa, providing strategic planning, risk management, merger and acquisition, technology, and profit improvement services.
May 2007 - Dec 2011
President And Ceo
Founded then served as the President and CEO of the Bank responsible for providing strategic vision and oversight to the staff. Developed the bank's significant policies and procedures, served as a commercial loan officer, and led the executive committee and asset liability committees of the bank.
2005 - 2007
~2 yrs
Partner / Managing Direcetor
Sep 1991 - Mar 2005
2 education records
Toby Lawrence, Cpa education
Ba, Accounting
Education record
East High School
FAQ
Frequently asked questions about Toby Lawrence, Cpa
Quick answers generated from the profile data available on this page.
What company does Toby Lawrence, Cpa work for?
Toby Lawrence, Cpa works for Platinum Risk Advisors.
What is Toby Lawrence, Cpa's role at Platinum Risk Advisors?
Toby Lawrence, Cpa is listed as President at Lawrence Advisory Services, Co-Founder and Owner in Platinum Risk Advisors. at Platinum Risk Advisors.
What is Toby Lawrence, Cpa's email address?
AeroLeads has found 1 work email signal at @lawrenceadvisory.com for Toby Lawrence, Cpa at Platinum Risk Advisors.
What is Toby Lawrence, Cpa's phone number?
AeroLeads has found 1 phone signal(s) with area code 319 for Toby Lawrence, Cpa at Platinum Risk Advisors.
Where is Toby Lawrence, Cpa based?
Toby Lawrence, Cpa is based in Ankeny, Iowa, United States while working with Platinum Risk Advisors.
What companies has Toby Lawrence, Cpa worked for?
Toby Lawrence, Cpa has worked for Platinum Risk Advisors, Lawrence Advisory Services, Cliftonlarsonallen, Clifton Gunderson Llp, and Family Merchants Bank.
How can I contact Toby Lawrence, Cpa?
You can use AeroLeads to view verified contact signals for Toby Lawrence, Cpa at Platinum Risk Advisors, including work email, phone, and LinkedIn data when available.
What schools did Toby Lawrence, Cpa attend?
Toby Lawrence, Cpa holds Ba, Accounting from University Of Northern Iowa.
What skills is Toby Lawrence, Cpa known for?
Toby Lawrence, Cpa is listed with skills including Risk Management, Auditing, Mergers And Acquisitions, Financial Analysis, Accounting, Banking, Strategic Planning, and Internal Audit.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial