Jason Muhlstein
National Regions Leader
Jason Muhlstein currently serves as Wipfli’s Twin Cities market leader. In that role, he oversees a team of nearly 200 professionals in the Twin Cities area who provide audit, tax and consulting services to businesses and individuals. Jason’s role is primarily focused on organic and M&A growth, increasing Wipfli’s awareness and value to clients and prospects. In addition to leading the market, he also oversees the firm’s local technology consulting practice focused on delivering IT strategy, ERP, CRM, analytics and related technology solutions.
With over 20 years of consulting experience, Jason’s expertise lies in working with business leaders to assess, improve and scale business performance for his clients. Aligning technology and data strategy solutions to support growth and efficiency business goals is his passion. While Jason has delivered solutions for a wide range of industries, he has a focus on the manufacturing, construction and banking verticals.
Professional memberships and activities
- Wishes & More - Board member
- Mounds View Youth Football and Wrestling - Volunteer coach
Areas of Focus
- Management consulting
- Growth (sales and marketing) strategies and operations
- Leadership
- IT strategy
- Customer relationship management (CRM) strategy and solutions
- Analytics, business intelligence (BI) and the Internet of Things (IoT) strategy and solutions
- Enterprise resource planning (ERP) strategy and solutions
- B2B customer experience and management
- Program and project management
- Business process improvement
- Technology evaluation and selection
- Public speaking
Education
The Wharton School, University of Pennsylvania
- Bachelor of science degree in economics with a major in entrepreneurial management
Recent Insights
Articles
How business intelligence tools can help your construction firm thrive: Part III
Jan 15, 2020
How business intelligence tools can help your construction firm thrive: Part II
Jan 13, 2020
How business intelligence tools can help your construction firm thrive: Part I
Jan 08, 2020
Q&A: Employee Engagement and Risk Management Are Critical in This Community Bank’s CRM Implementation Journey
Jan 30, 2019
Avoiding ERP Implementation Disaster: Five Best Practices to Ensure Success for Your Portfolio Companies
Nov 27, 2017
Videos And Webcasts
Simplifying Business Intelligence: A Strategy for Better Decision Making and More Effective Collaboration
Mar 24, 2015