Meet our Managing Director.

Pankaj Palvia is a CPA with an MBA in Finance from University of Minnesota.  He holds a Master of Science in Taxation with distinction from the prestigious graduate level program at Bentley University in Waltham, MA. He holds both Series 7 and 66 licenses.

In addition to accounting, Pankaj specializes in tax planning, retirement planning, estate planning. He has over 20 years of financial management experience with small to large sized companies in such capacities as Plant Controller, Financial Planning Manager, Investment Manager, Treasury/Tax Manager and CFO. He is particularly adept at running cash management diagnostics for any sized company. He was interviewed by a well-known financial magazine for their feature issue on corporate cash management. Some of the companies he has worked for include Land O' Lakes, Datapoint, Schreiber, DEC and Coca Cola Enterprises.