James Philbin Email & Phone Number
Managing Director @ CBIZ
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James Philbin Location
- Boston, MA, US
James Philbin Work
- 2024 -now Managing Director @
- 2014 -2024 Partner @ Marcum LLP
- now Partner @ Braver PC
- 2002 -2012 Executive Vice President @ Braver Wealth Management LLC
- 1987 -1990 Senior Accountant @ Tofias PC
James Philbin Education
- Bentley University - McCallum Graduate School of Business
MS (Taxation and Financial Planning)
1998-2001 - Boston College
BS (Accounting and Economics)
1980-1984 - Boston Latin School
Diploma (College Prep)
1973-1980
James Philbin Skills
- Finance
- Auditing
- Management Consulting
- Tax
- Investments
- SEC filings
- Strategic Planning
- Tax Preparation
- Financial Reporting
- Start-ups
- Strategic Financial Planning
- Income Tax
- Management
- Accounting
- Estate Planning
- CPA
- Corporate Finance
- New Business Development
- High Net Worth Individuals
- QuickBooks
- Financial Analysis
- Mergers & Acquisitions
- Small Business
- High Net Worth
- Strategic Financial
- Team Building
- Start Ups
- Account Management
- Public Relations
- Mergers and Acquisitions
James Philbin Summary
- James Philbin, based in Boston, MA, US, is currently a Managing Director at CBIZ. James Philbin brings experience from previous roles at Marcum LLP, Braver PC, Braver Wealth Management LLC and Tofias PC. James Philbin holds a 1998 - 2001 MS in Taxation and Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Finance, Auditing, Management Consulting, Tax, Investments and more. James Philbin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CBIZ Employees
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Eric Munninghoff
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Dennis Goldstein
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