James Philbin Email & Phone Number
Managing Director @ CBIZ
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James Philbin Location
- Boston, MA, US
James Philbin Work
- Managing Director @ (November 2024 - Present)
- Partner @ Marcum LLP (January 2014 - November 2024)
- Partner @ Braver PC
- Executive Vice President @ Braver Wealth Management LLC (January 2002 - November 2012)
- Senior Accountant @ Tofias PC (January 1987 - January 1990)
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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Lou Amato
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Doug Gwilliam
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San Diego, CA, US
Eric Munninghoff
President Employee Benefits - Colorado and Texas
Kansas City, MO, US
Dennis Goldstein
President
West Palm Beach, FL, US
John Cook
President – CBIZ Employee Benefits Division
Naperville, IL, US
Donna Mirandola
Chief Marketing Officer
New York, NY, US
Sarah Prince
President Employee Benefits - California
Los Angeles, CA, US
Caitlin Waters
President - Employee Benefits, Kansas City
Kansas City, MO, US
Brian Dean
President, Retirement & Investment Solutions
Brecksville, OH, US
Polly Thomas
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Leawood, KS, US
Samuel Donio
President
Hightstown, NJ, US
Brian Evitts
President - Actuarial Division
Philadelphia, PA, US
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