our people

Bob Balzano

,

CPA

Senior Manager
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Shareholder
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Charlotte, NC
Professional Overview

Bob has more than eight years of experience serving both publicly traded and private institutions. He works with a variety of institutions with asset sizes ranging from $50 million to over $5 billion. In his current role, Bob provides a variety of services, including external audit, outsourced internal audit, and consulting services for community banks. Bob's specialties include technical accounting, operations, testing and implementation of internal controls pursuant to FDICIA and SOX requirements, and credit review. He also assists customers with complex accounting issues such as CECL, business combinations, and others.

Education, Credentials, and Special Training
  • Certified Public Accountant
  • B.S., Business Administration (Accountancy), Miami University (Ohio)
Professional Affiliations
  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • NCACPA Young CPA Cabinet
  • North Carolina Bankers Association

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