Robert F. Berkley, CPA in

Robert F. Berkley, CPA

Energizer · DISC type I
Founding Partner at Financial Advising & Tax
📍 New York, New York, 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
32 Years
Current Role
Founding Partner
Location
New York, New York, United States
Personality Overview

How Robert shows up

Informal
Full Of Energy
Big Picture Person

They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Robert cares about

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

Work history

1-2023
Founding Partner
Financial Advising & Tax
2019 - 2023
Executive Director, FP&A and Head of Purchasing
La Salle University
1-2013 - 1-2017
CFO, Information Technology
Verizon
5-2010 - 12-2012
CFO, Digital Medial Services
Verizon
12-2007 - 4-2010
CFO, Northeast Region
Verizon
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 1999
MBA
La Salle University
1990
BS Commerce
Rider University
1986
HS Diploma
Bishop Eustace Preparatory School
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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