Clearview Group, a national management consulting and CPA firm headquartered in Owings Mills, Maryland, announces Heather Verhagen as the Financial Services Solution Lead within the Business Technology Solutions practice. This strategic move continues the firm’s goal of driving engagement and support for clients in the financial services industry.
Heather brings over 20 years of experience in the financial services industry, including internal audit, regulatory compliance management, and enterprise risk management (ERM). She has successfully led governance, risk, compliance (GRC), and related ERM projects that delivered valuable and reliable solutions to clients.
“We are thrilled to have Heather lead our efforts to advance custom Workiva solutions for financial services clients. Her extensive experience in the industry from both a consultant and stakeholder perspective area huge asset to our team as we focus on this industry vertical,” says Scott Freinberg, Director of Clearview’s Business Technology Solutions Practice. “Together, we’re better positioned to address the reporting and compliance needs of our financial services customers.”
Heather is Workiva platform certified and has held many leadership roles designing, enhancing, and implementing programs within GRC frameworks.
“This role not only aligns with my financial services expertise but also offers an exciting platform to drive innovation with Workiva solutions,” says Heather. “Clearview’s commitment to excellence and forward-thinking approach provides the perfect environment to foster meaningful client relationships and deliver impactful solutions.”
You can learn more about Clearview’sWorkiva solutions here.
About Clearview
Clearview Group is an award-winning, dynamic management consulting and CPA firm offering services that are flexible and scalable to meet the specific needs of our clients of all sizes and industries. Committed to providing real solutions that offer practical and efficient improvements to processes, procedures and operations, Clearview Group delivers exemplary client services normally associated with national firms, but with the hands-on, personalized feel of a local firm. Visit https://www.clearviewgroup.us/ for more information.
