Joe Robertson - Email & Phone Number

Senior Director - Client Success at Synergi

Joe Robertson is based out of Cullman, Alabama, United States and works at Synergi as Senior Director - Client Success.

Joe Robertson's Contact Information

Joe Robertson's Work email

j*****@synerg***.com

Valid

Latest update

October 18, 2025

Location

Cullman, Alabama, United States

Joe's current employer

Synergi

Description

Welcome to Synergi Partners. The leading provider of tax credits, WOTC credits, and tax incentives consulting in the United States.

Website

synergipartners.com

HQ Location

Florence, South Carolina, United States

Number of employees

201-500

Industry

Business Consulting And Services

Latest update

April 30, 2024

Read about Synergi

Frequent questions about Joe Robertson

What company is Joe Robertson working for?

Joe Robertson works for Synergi.

What is Joe Robertson's function at Synergi?

Joe Robertson is Senior Director - Client Success at Synergi.

Where is Joe Robertson based?

Joe Robertson is based out of Cullman, Alabama, United States.

What is Joe Robertson's work email address?

Joe Robertson's professional email address is j*****@synerg***.com

Who are Joe Robertson's co-workers?

Joe Robertson's colleagues are James Brown, Donald Helms, Tim Williams, Tom Lutz, Keylier March, Cindy Martin, Tim Norwood, Al Simmons, Jim Warner, Bradley Marcus, Jeff Walker, Larry Feinstein, Dean Rehfeld, Jeff Gies, Kimi Pelt, Sal Martinico, Ravenel Godbold, Keith Buckhouse, Robert Tankersley, Anna Brittain, Michele Tyner, Kaitlan Hawkins, Lewis Bell, Casie Jackson, Christel Layton, Jessica Teal, M.S., Colista Nemec, Catherine Hooks, Danny Starling, Kimberly Moses, Jessica Teal, Sam Priddy, Laveda Jordan, Wells Beacham, Ryan Humbert.

Joe's co-workers

James Brown

CEO

Donald Helms

Cloud Security Specialist

Tim Williams

Vice President Human Resources

Tom Lutz

SVP of Strategy and Partnerships

Keylier March

Tax Credit Client Coordinator

Cindy Martin

VP of WOTC Operations

Tim Norwood

Executive Vice President

Al Simmons

Vice President of Sales

Jim Warner

EVP Growth and Corporate Development

Bradley Marcus

Executive Vice President- Cares Act Bank Alliances

Jeff Walker

Senior Vice President Of Sales

Larry Feinstein

EVP Partnerships

Dean Rehfeld

SVP Product Strategy and Partnerships

Jeff Gies

Vice President of Sales

Kimi Pelt

Director of Billing

Sal Martinico

Director Of Strategic Partnerships

Ravenel Godbold

Director of Finance

Keith Buckhouse

Director of Finance and Facilities

Robert Tankersley

Sr. Director of Operations and Pipeline Management

Anna Brittain

Tax Service Manager & Majors Team Lead

Michele Tyner

Sales Lead Specialist

Kaitlan Hawkins

Senior Director Client Success

Lewis Bell

Client Services Team Lead

Casie Jackson

WOTC Team Lead

Christel Layton

Director of Financial Services

Jessica Teal, M.S.

Director of Sales Operations

Colista Nemec

Escalations Team Lead

Catherine Hooks

Senior Director - Strategic Development and Compliance

Danny Starling

Director of SE Client Services

Kimberly Moses

WOTC Operations Lead

Jessica Teal

Director of Sales Operations

Sam Priddy

Senior Director of Compliance

Laveda Jordan

Director Of Implementation and Client Service

Wells Beacham

Director of Client Success - Enterprise Accounts

Ryan Humbert

Director of Tax Operations

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