Marcus Peterson

Marcus Peterson

Manager Financial Advisory Services

  • Overview

    Marcus is the Manager of Financial Advisory Services and has been working in the CBIZ Colorado office since 2021. Before making the move to CBIZ Colorado he worked as a small business specialist in New York City providing lending and investment solutions for local businesses and their owners. He has also owned and managed several successful small businesses in his home state of Florida.

    Marcus manages our Data Analytics team which focuses on providing business insights, data visualization, and automation of data centric processes. His team also leads research and process development for new tax credits and SBA programs, most notably the Employee Retention Credit (“ERC”) and Section 179D. He is part of several CBIZ nation-wide teams that help to provide technical support for the ERC, as well as teams that drive CBIZ’s data analytic and automation practices.

  • Education

  • Professional Designations

  • Professional Memberships

  • Specialties

  • Associated Offices