Debbie is a Managing Director and CIO at CBIZ Marks Paneth. She holds multiple roles, all of which focus on the integration of technology and finance.
Debbie leads the Analytical Portfolio Services Group, which provides fund investment reporting services for fund managers as well as high-net-worth individuals and family investment partnerships. In this role, she has helped enhance how clients both access and analyze financial information.
Debbie’s extensive experience also includes working with law firms to develop customized spreadsheets and databases to assist with the determination and distribution of class action settlements among thousands of plaintiffs and a multitude of insurance companies.