Dan Schwartz, Managing Director & CEO, SBA
Dan is a well-seasoned financial executive who specializes in process innovation, compliance, and business strategy.
He is an entrepreneur with an active interest in pursuing revolutionary concepts & solutions. His passion is driven by the collaborative success he’s achieved during his 10+ years building his group portfolio. Dan takes an active role in every company of the group- engaging, leading, & supporting his partners, teams, members, customers, & clients in achieving success.
Dan’s positive attitude, integrity, and ambitious leadership has supported SBA’s success with deploying his revolutionary business models into the marketplace.
Nicole Oddo, Accounting & Finance Partner - SBA
Nicole is a skilled financial executive and Certified Public Accountant (CPA) with over 15 years of experience as an accounting and operations professional. She is also the Lead Partner of NonProfit Fiscal Management (NPFM), an accounting and financial services firm for Non-profit Organizations.
Nicole is astute, personable, and highly skilled at resource management. She brings significant operational experience, integrity, and care to every client project, and works to build a culture of authenticity and strategic alignment with her clients. She is driven, committed, and of high integrity.
Nate Shelly, Finance & Lending Partner - SBA
Nate joins SBA bringing a wealth of financial lending experience with over 9 years working as an Executive Account Director for a Fortune 500 Commercial Business Lending Enterprise. When the Covid19 pandemic began, Nate immediately positioned himself to help companies across the USA obtain funding from any source possible to help offset the losses and drop in cashflow.
Nate is genuine, personable, and highly skilled at financial lending and loan process management. He brings significant project management experience, integrity, and focus to every client project, and works to foster a feeling of trust & care with his clients. He is creative, ambitious, and also of high integrity.
Robyn Pratt, Managing Director - IMPACT Consulting Ltd.
Robyn is the recipient of numerous professional and personal awards, including “Queensland Business Woman of the Year” for her leadership role in her General Manager position and Woman Chiefs of Enterprises – International for her contribution to the Australian Tourism Industry.
Robyn Pratt is the Managing Director of Impact Consulting, SBA’s partner firm in the EU. Impact Consulting is a member of the SBA Partner Network.
Robyn`s years of experience working across different countries and spanning a broad cross section of disciplines ranging from Brand Strategy and Implementation, Sales and Marketing, Operations, Leadership Coaching, Change Management (specializes in Hospitably Change Management), Service Culture for the Hospitality Industry, Innovation at a leadership level provide a strong foundation for her Consulting Team at Impact. Robyn’s team brings valuable experience and expertise to SBA’s Management Consulting Offerings.
Daniel O’Brien, President - Wild Blue Industries Inc.
New York USA
Daniel O'Brien (CCSP) is the President & Founder of our IT Partner Firm, Wild Blue Industries.
Daniel has been providing top level I.T. services for over 20 years. He has enjoyed numerous corporate contracts with a number of very noteworthy companies including JP Morgan, Citibank, Standard & Poor, and Gray Advertising. He also served for nine years as Director of I.T. at Stein Rogan + Partners.
Daniel is a passionate, driven man of great integrity. He is extremely well versed in Data Protection & Security, Server Design & Optimization, IT Coding, as well as the dynamics of the ever changing cyber environment.
As business continues to become only more reliant on IT, Daniel and his te
Prime Ledger PLLC
New York USA
Jordan Goldman, CPA is the President & CEO of PrimeLedger PLLC, SBA’s partner firm located in Great Neck Long Island, New York.
PrimeLedger is an accounting outsource leader, with extensive expertise in QuickBooks Online client operations, including: daily bookkeeping, general ledger cleanup, system migration projects, end user support (including IT) and training workshops. Over 10 years experience working with the suite of Intuit software programs and serving as an auditor for a Big 4 Public Accounting Firm.
SBA together with PrimeLedger PLLC has built a strong team of Certified QB ProAdvisors with deep knowledge of both accounting and IT functionalities. This segment of SBA brings immense value to all of our clients that utilize or are looking to migrate onto QuickBooks in the future.