Bob Wang

Operating Partner & Principal

Broadtree Partners

Office Phone:

(704) 228-1262


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Bio

Bob Wang is an Operating Partner and Principal at Broadtree Partners. He is a proven entrepreneurial leader with multiple exits under his belt. Prior to joining Broadtree Partners, he was the VP Finance of an Enterprise Software company, Traction Guest. He joined post-Series A and within 3 years, Traction Guest was successfully acquired by a PE firm. In the past, Bob also founded and sold his own small business. After obtaining his CPA, he left KPMG to start his own accounting services firm, Legacy Advantage. He leveraged unique marketing and talent strategies that drove Legacy Advantage to become one of the fastest growing CPA firms in the region. The firm expanded to 30 people within 3 years, and then it was acquired by Deloitte in 2018. Bob Wang received his MBA from UC Berkeley’s Haas School of Business.

Education