Meet Our Team

Robert Zondag

Senior Strategist

Robert Zondag

Senior Strategist

Senior Manager, Wipfli

About

Robert H. Zondag brings to his clients 25+ years of leadership experience as an entrepreneur and executive in financial services, private enterprise and agriculture. His clients have included financial institutions, technology companies, corporations, municipalities and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.

Areas of Focus

  • Strategic planning, including growth, customer acquisition and profitability measurement
  • Capital planning, divestures and acquisitions, including management of the investment banking process, due diligence and milestone triggered events
  • Enterprise risk management; finance, audit and operational assessments
  • Regulatory and compliance matters including Board of Directors’ development and governance

Education

University of Wisconsin-Madison: Bachelor of Business Administration.

University of Wisconsin-Madison, Graduate School of Banking: Graduate degree in banking.

L’Université d’Aix-Marseille III: Certificat des études économiques

Certifications

  • Certified Treasury Professional®
  • Municipal Advisor (Series 50, 54)
  • Certified Conscious Uncoupling Coach®

Areas of Focus

  • Strategic planning, including growth, customer acquisition and profitability measurement
  • Capital planning, divestures and acquisitions, including management of the investment banking process, due diligence and milestone triggered events
  • Enterprise risk management; finance, audit and operational assessments
  • Regulatory and compliance matters including Board of Directors’ development and governance

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