BerganKDV Names Chad Greenlee ICR Market Leader

BerganKDV recently named Chad Greenlee as the Iowa City/Cedar Rapids Market Leader. As a Market Leader, Greenlee will serve as the point person for growing overall service of the ICR market by engaging all aspects of the value creation cycle. Greenlee will work with the ICR team to ensure a wow experience is being delivered to clients and grow meaningful relationships in the community.

“Chad’s strong community roots and deep understanding of the market will be an incredible asset to BerganKDV and the local team.” said Director of Client Service Leighton Smith, “I am confident under his leadership the team in ICR will be able to bring new perspectives and additional value to our clients.”

Greenlee has over 13 years of experience in management, sales, and client relationships in the real-estate, finance, and technology industries. He focuses on developing and creating strategic partnerships of people, product, and process. Greenlee graduated from Mount Mercy College with a degree in Business Administration with an emphasis in marketing. He is the currently the Board President for the Eastern Iowa Arts Academy and helps Co-Chair the Chip-in Classic and strategic planning committee.


About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


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