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Benjamin T. - Email & Phone Number

Life Cycle Business Process Director and Tax & Accounting Team Lead at Client First Tax And Wealth Advisors

Benjamin T. is based out of Greater Milwaukee and works at Client First Tax And Wealth Advisors as Life Cycle Business Process Director and Tax & Accounting Team Lead.

Benjamin T.'s Contact Information

Latest update
May 7, 2024
Location
Greater Milwaukee

Benjamin T.'s Work History

Life Cycle Business Process Director and Tax & Accounting Team Lead
Client First Tax and Wealth Advisors
Oct 2023 - Present
Adjunct Professor of Business Management and Leadership – AGS School of Business
Wisconsin Lutheran College
2011 - Present
Senior Manager, Enterprise PMO
Progressive Leasing
Feb 2022 - Jul 2023

Benjamin T.'s Education

University of Phoenix - UoP Graduate School of Business - Denver, Colorado Campus
Master of Business Administration - MBA
Process Improvement Certification

Benjamin T.'s Skills

Cross-functional Team Leadership
Leadership
Process Improvement
Business Process
E-commerce
Strategic Planning

Benjamin's current employer

Client First Tax And Wealth Advisors logo

Client First Tax And Wealth Advisors

Description
HQ Location
West Bend, WI, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Benjamin T.

What company is Benjamin T. working for?
Benjamin T. works for Client First Tax And Wealth Advisors.
What is Benjamin T.'s function at Client First Tax And Wealth Advisors?
Benjamin T. is Life Cycle Business Process Director and Tax & Accounting Team Lead at Client First Tax And Wealth Advisors.
Where is Benjamin T. based?
Benjamin T. is based out of Greater Milwaukee.
Who are Benjamin T.'s co-workers?
Benjamin T.'s colleagues are David Zarling, Justin Krueger, Brad Draeger, Renee Berg, Erich Olson, Dan Gorghuber.
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Benjamin's co-workers

David Zarling avatar
David Zarling
Partner, Head of Investment Strategy & Research
Justin Krueger avatar
Justin Krueger
Partner, Head of Financial Planning
Brad Draeger avatar
Brad Draeger
Financial Advisor
Renee Berg avatar
Renee Berg
Accounting and Tax Services Manager
Erich Olson avatar
Erich Olson
Insurance Agency Manager
Dan Gorghuber avatar
Dan Gorghuber
Market Analyst
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