5249 Rose Ave northeast, Bainbridge Island, WA 98110
Industry:
Financial Services
Work:
Technology Start Up since Apr 2013
Manager, Accounting & Operations
Dimensional Fund Advisors May 2009 - Mar 2013
Senior Accountant
RJC Finance Jan 2009 - Jun 2012
Owner
Stallp, Slattery, & Associates Feb 2009 - Mar 2010
Tax Associate Intern
PMB Helin Donovan Aug 2007 - Feb 2009
Tax Associate Intern
Education:
The University of Texas at Austin - The Red McCombs School of Business 2008 - 2009
Masters, Professional Accounting - Audit with Emphasis in Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 - 2008
Business Honors Program, Accounting
Skills:
Financial Advisory Tax Modeling Cpa Quickbase Accounting International Tax Integrated Management Retirement Planning Financial Planning Start Ups Portfolio Management Tax Cheerleader of Change Investments Entrepreneurial Finance Excel Finance Investment Advisory Asset Allocation Strategic Planning Strategy Wealth Management Mutual Funds Strategic Financial Planning Microsoft Office Budgeting Financial Analysis Quickbooks Budgets Management Financial Reporting Integrated Management Systems Strategic Financial Cheerleader of Change and Improvement Tax Research Investment Management
Interests:
Children Financial Education Cooking and Wining/Dining Economic Empowerment Outdoors Environment Biking Animal Welfare Arts and Culture Health
Certifications:
Certified Public Accountant Certified Financial Plannerâ„¢
Neutra Elementary School Lemoore CA 1983-1986, Birdneck Elementary School Virginia Beach VA 1986-1989, Alpharetta Elementary School Alpharetta GA 1989-1990, Haynes Bridge Middle School Alpharetta GA 1990-1993