Sagemont Advisors is your trusted partner for tax and regulatory reporting advisory services. Our expertise and unwavering commitment are dedicated to optimizing tax positions and enhancing the economic well-being of our clients.

Business Development

Sagemont Advisors

Sagemont Advisors' headquarters in Fort Lauderdale, United States

Kenneth Dettman

Kyle Morabito

Kaitlin Fuglestad

Joe Depeder

Randy Simon Ceo

Casey Dettman

Casey Finigan Dettman

The Leadership Team at Sagemont Advisors is responsible for setting the strategic direction and overall vision of the company. Comprising key executives from sales, legal, marketing, technology, and management, this team collaborates to drive business growth, streamline operations, and ensure compliance with tax and regulatory standards, all while enhancing client relationships and service delivery.

Leadership Team

The Client Onboarding Team at Sagemont Advisors is responsible for ensuring a smooth transition for new clients, guiding them through the setup process to access tax and regulatory reporting advisory services. They facilitate the completion of necessary documentation, educate clients on available resources, and provide ongoing support to enhance client satisfaction and retention. Their expertise is crucial in establishing strong, trust-based relationships from the outset.

Client Onboarding Team

The Sales Team at Sagemont Advisors is responsible for driving revenue growth by identifying new business opportunities and nurturing client relationships. They leverage their industry expertise to communicate the value of tax and regulatory reporting advisory services, develop tailored solutions for clients, and ensure a seamless sales process. Through collaboration and strategic outreach, the team works to enhance the economic well-being of clients while achieving the company's sales objectives.

Sales Team

The Sales and Marketing team at Sagemont Advisors focuses on driving client engagement and expanding market presence through strategic outreach and targeted promotional efforts. Led by the Chief Marketing Officer, the team collaborates to develop innovative marketing campaigns, analyze market trends, and generate leads, ensuring that clients receive top-notch advisory services while enhancing the firm’s reputation in the tax and regulatory reporting sector.

Sales and Marketing

The Legal and Compliance Team at Sagemont Advisors ensures that the company adheres to all regulatory requirements and industry standards. They provide expert guidance on legal matters, manage tax controversies, and develop compliance strategies that protect the organization and enhance client trust. Their role is crucial in navigating complex tax regulations while optimizing clients' economic outcomes.

Legal and Compliance Team

The Finance and Accounting team at Sagemont Advisors specializes in ensuring accurate financial reporting and compliance with tax regulations. Led by the Controller and supported by the Accounting Manager, this team monitors IRS regulations, tracks potential credits, and offers strategic insights to optimize clients' tax positions. Their collective expertise enhances the financial health of clients, allowing for informed decision-making and improved economic outcomes.

Sagemont Advisors

Org chart

Teams

Leadership Team

Client Onboarding Team

Sales Team

Sales and Marketing

Legal and Compliance Team

Finance and Accounting

Offices

Sagemont Advisors

Org chart

Teams

Leadership Team

Client Onboarding Team

Sales Team

Sales and Marketing

Legal and Compliance Team

Finance and Accounting

Offices

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