Jeff Rossi

Wildcard
DISC Type : ics

New England Consumer & Industrial Practice and Transaction Advisory Services Leader at CBIZ

New York City Metropolitan Area, United States

Overview

Jeff Rossi is a Shareholder and Managing Director at CBIZ, where he leads the New England practices for both Consumer & Industrial Products and Transaction Advisory Services. He specializes in serving privately owned and private equity-owned companies in sectors like manufacturing and distribution. He is a Certified Public Accountant and a University of Connecticut alumnus.

He has been recognized with multiple awards, including the "Most Trusted CPA Advisor" by the Westchester and Fairfield County Business Journals and the Hartford Business Journals "40 Under 40. "

Personality Overview

Requires Proof

Curious But Skeptical

ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Transaction Advisory
He is the New England Transaction Advisory Services Practice Leader for CBIZ, specializing in advising companies through complex financial transactions.
Manufacturing Sector
As a practice leader for Consumer & Industrial Products, he has been quoted as an expert on challenges facing the manufacturing industry, including supply chain disruptions.
Private Equity Value
His professional introduction highlights significant experience serving private equity-owned companies with a focus on driving enterprise value.

Media Appearances

Jeff Rossi, CBIZ - Episode 92 - Made in America Podcast. Featured in Made in America Podcast

See Now

Work History

11-2024
New England Consumer & Industrial Practice and Transaction Advisory Services Leader at CBIZ
2-2023 - 11-2024
New England Transaction Services Practice Leader at Marcum LLP
8-2022 - 11-2024
Audit Partner- New England Practice Leader for Manufacturing, Distribution and Consumer Products at Marcum LLP
6-2021 - 7-2022
CohnReznick Executive Board Member at CohnReznick LLP
10-2018 - 7-2022
Manufacturing and Distribution Industry National Practice Leader at CohnReznick LLP

Education

Education details unavailable from University of Connecticut

More Information

Social Presence :

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Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : New England Consumer & Industrial Practice and Transaction Advisory Services Leader at CBIZ
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jeff

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jeff take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jeff

Personality Compatibility


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