Finance Transformation Project

About this Work

With the integration of Cetera's 7 operating brands, the Finance Team is undergoing a significant transformation across people, process and technology. To provide focused attention on this phase of the Finance Department Transformation, Cetera has turned to Kissinger Group to  develop, refine, and manage a detailed plan that will drive and organize the Finance Transformation.

Project Files

Key Project Contacts

Jeff Buchheister - Cetera

Chief Financial Officer

Michelle DeAngelis - Kissinger Group


Sondra Kiss - Kissinger Group

Managing Partner

Scott Lininger - Kissinger Group

Sr. Partner

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