Director of Client Services
Brandon Rosenbluth joined PFM in 2010 and is currently located in the Philadelphia office, where he works in the financial modeling practice. He leads the Client Service Team, which is responsible for the overall success of all Synario users. The team supports the full life cycle of client interactions with the platform; from training and configuring models during implementation to the on-going support needs of all Synario users. Lastly, the team is responsible for developing additional programs and resources for users to take advantage of as their use of the platform evolves.
Brandon also serves as a member of the Management Team at Synario, along with the Change Management Review Board, the team responsible for prioritizing improvements and other changes made to the software.
Prior to this role, Brandon led Synario's Higher Education practice, focusing on Enterprise implementations and ensuring users were successful on the platform. Additionally, he led the development team which designed and built the Synopsis for Higher Education product. He also has experience in PFM’s Strategic Forecasting Group, helping clients analyze the financial ramifications of various operating and capital initiatives and help communicate those results to key stakeholders at the organization.