Portfolio Category: Business Sphere

Kent, Tonya – CFO Services

  As a smaller business, wouldn’t it be great if an expert could quickly analyze your past financial performance and develop steps to improve your financial, people management, and operational processes, all at a reasonable cost? I provide the financial expertise that business owners need to adjust how their business runs going forward. As the Managing Partner of CFO Signature Solutions, I bring 25 years of diverse experience in accounting and finance, with tactical and leadership roles at large and small companies. I partner with you to identify trends from past performance so that we can devise and implement pragmatic improvements to get you from “Point A to Point B.” I outsource the financial function for you in three main areas: ⎷ FINANCIAL PLANNING & ANALYSIS – I create and manage several functions, including budgeting, forecasting, KPI Development, and reporting, all to make certain you are on track to meet…
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Robertson, Dan – Insurance Agent

ABOUT DANIEL Daniel has been with RogersGray since 2022. Before that, Daniel spent six years in the Air National Guard with Security Forces including time deployed overseas. He has flown in a Chinook, a C-130, and a Blackhawk while in the military. He was also deployed to Puerto Rico after the hurricane to assist in airfield security and help with clean up. Daniel has a bachelor’s degree in Criminal Justice from Quinnipiac University in Hamden, CT and a masters degree in Emergency Management from Massachusetts Maritime Academy. Currently Daniel resides in Raynham, Massachusetts with his wife and baby girl, Sophie. They also have a dog named Lily. In his limited free time, Daniel loves being active playing golf, slow-pitch softball, and basketball. CREDENTIALS LICENSES Property & Casualty License Life & Health License SPECIALTIES Homeowners Insurance Auto Insurance Umbrella Insurance
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Petrenko, Vitaliy – Information Technology (IT) Services

Vitaliy and PriorIT team help businesses in the Greater Boston area with their technology needs. Vitaliy solves client issues as manager, business analyst, IT specialist and trainer with focus in Office 365 and Azure solutions. Vitaliy has over 20 years of experience in software development, IT consulting, project management. Specialties: best value IT solutions for business, Office 365, Azure, Dynamics, ERP and CRM systems, software licensing, technology consulting.
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