Partners, principals and associates

Robert Zondag Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226




Robert H. Zondag, CTP

Senior Manager

Robert H. Zondag brings to his clients 25+ years of leadership experience as an entrepreneur and executive in financial services, private enterprise and agriculture. His clients have included financial institutions, technology companies, corporations, municipalities and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.


  • Certified Treasury Professional®
  • Municipal Advisor (Series 50, 54)
  • Certified Conscious Uncoupling Coach®

Professional memberships and activities

  • Municipal Securities Rulemaking Board, Professional Qualifications Advisory Committee – Member
  • State of Wisconsin Medical Examining Board – Board member
  • State of Wisconsin Commissioner, Interstate Medical Licensure Compact Commission – Member
  • Board member of various civic and nonprofit organizations
  • Sought-after public speaker and moderator

Areas of Focus

  • Strategic planning, including growth, customer acquisition and profitability measurement
  • Capital planning, divestures and acquisitions, including management of the investment banking process, due diligence and milestone triggered events
  • Enterprise risk management; finance, audit and operational assessments
  • Regulatory and compliance matters including Board of Directors’ development and governance


University of Wisconsin-Madison
  • Bachelor of Business Administration
University of Wisconsin-Madison, Graduate School of Banking
  • Graduate degree in banking
L'Université d'Aix-Marseille III
  • Certificat des études économiques
Harvard Business School Online

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