Moshe Mandelbaum, CPA in

Moshe Mandelbaum, CPA

Energizer · DISC type I
Business Advisor at Veren Partners
📍 Bergenfield, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
5 Years
Current Role
Business Advisor
Job Level
Leadership
Location
Bergenfield, New Jersey, United States
Personality Overview

How Moshe shows up

Enthusiastic
Big Picture Person
Imaginative

They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Priorities

Topics Moshe cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2025
Business Advisor
Veren Partners
3-2024
Chief Financial Officer
Private Family Office
11-2022
Deputy CFO and Director of Operations
Private Family Office
8-2020 - 12-2022
Controller and Director of Operations
Private Family Office
8-2020
Principal
Highgate Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Accounting and Finance
Touro University
1-1990 - 6-1994
BS
Touro University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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