ProVision – Wealth Strategists
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ProVision – Wealth Strategists Employees
Employee
Years
Job
Industry
Kathryn Kelley Kathryn Kelley's ProVision – Wealth Strategists Experience February 2007 - November 2007
Job Office Manager at Best Buy
Industry Information Technology and Services
Experience
Best Buy May 2015 - Present
TeleCommunication Systems, Inc. September 2014 - April 2015
ENVIRON January 2009 - August 2014
Schmidt Westergard December 2007 - June 2008
ProVision – Wealth Strategists February 2007 - November 2007
DKAdvisors February 2004 - February 2007
Skills
Marketing, Event Planning, InDesign, Social Media, Project Management, PowerPoint, Public Speaking, Social Media Marketing, Fundraising, Newsletters, Microsoft Office, Microsoft Word, Social Networking, Training, Microsoft Excel, Customer Service, Marketing Communications, Management, Marketing Strategy, Budgets, Business Development, Sustainability, Research, Process Improvement, Web Design, Quality Control, Accounting, Event Management, Editing, Media Relations, Press Releases, RFP, Web Conferences, Leadership, SharePoint, Nonprofits, Public Relations, Proposal Writing, Community Outreach, Facebook, Volunteer Management, Program Management, Team Building, Conference Coordination, Graphic Design
Education
University of Colorado at Denver 2010 — 2013
Master of Science (M.S.), Sustainable Marketing, 3.78
University of Washington 2007 — 2008
Certificate, Project Management
Arizona State University 2000 — 2004
Bachelor of Fine Arts, Intermedia
Best Buy May 2015 - Present
TeleCommunication Systems, Inc. September 2014 - April 2015
ENVIRON January 2009 - August 2014
Schmidt Westergard December 2007 - June 2008
ProVision – Wealth Strategists February 2007 - November 2007
DKAdvisors February 2004 - February 2007
Skills
Marketing, Event Planning, InDesign, Social Media, Project Management, PowerPoint, Public Speaking, Social Media Marketing, Fundraising, Newsletters, Microsoft Office, Microsoft Word, Social Networking, Training, Microsoft Excel, Customer Service, Marketing Communications, Management, Marketing Strategy, Budgets, Business Development, Sustainability, Research, Process Improvement, Web Design, Quality Control, Accounting, Event Management, Editing, Media Relations, Press Releases, RFP, Web Conferences, Leadership, SharePoint, Nonprofits, Public Relations, Proposal Writing, Community Outreach, Facebook, Volunteer Management, Program Management, Team Building, Conference Coordination, Graphic Design
Education
University of Colorado at Denver 2010 — 2013
Master of Science (M.S.), Sustainable Marketing, 3.78
University of Washington 2007 — 2008
Certificate, Project Management
Arizona State University 2000 — 2004
Bachelor of Fine Arts, Intermedia
Katelyn Ledford Katelyn Ledford's ProVision – Wealth Strategists Experience May 2011 - July 2011
Job Account Manager at DDB
Industry Marketing and Advertising
Experience
DDB October 2014 - Present
UIUC Department of Communication January 2014 - May 2014
St. Louis Cardinals June 2013 - August 2013
ProVision – Wealth Strategists May 2011 - July 2011
Skills
Social Media, Sports Marketing, Social Media Marketing, Facebook, Marketing, Event Planning, Sponsorship, Advertising, Cold Calling, Sales, Sports, Social Networking, Sports Management, Public Relations, Marketing Communications, Event Management
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Advertising
Scuola Leonardo da Vinci 2013 — 2013
Food and Culture in Rome Study Abroad Program
DDB October 2014 - Present
UIUC Department of Communication January 2014 - May 2014
St. Louis Cardinals June 2013 - August 2013
ProVision – Wealth Strategists May 2011 - July 2011
Skills
Social Media, Sports Marketing, Social Media Marketing, Facebook, Marketing, Event Planning, Sponsorship, Advertising, Cold Calling, Sales, Sports, Social Networking, Sports Management, Public Relations, Marketing Communications, Event Management
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Advertising
Scuola Leonardo da Vinci 2013 — 2013
Food and Culture in Rome Study Abroad Program
Deni Baldwin Deni Baldwin's ProVision – Wealth Strategists Experience September 2012 - Present
Job Tax Partner at ProVision Wealth Strategists
Industry Accounting
Experience
ProVision – Wealth Strategists September 2012 - Present
Deloitte Tax, LLP May 2002 - September 2012
Arthur Andersen January 2000 - May 2002
Michael Law, CPA 1998 - 2000
Ranstrom Hall and Company 1994 - 1997
Education
Arizona State University 1997 — 1999
Bachlors of Science, Accountancy
ProVision – Wealth Strategists September 2012 - Present
Deloitte Tax, LLP May 2002 - September 2012
Arthur Andersen January 2000 - May 2002
Michael Law, CPA 1998 - 2000
Ranstrom Hall and Company 1994 - 1997
Education
Arizona State University 1997 — 1999
Bachlors of Science, Accountancy
Bryce Esplin Bryce Esplin's ProVision – Wealth Strategists Experience July 2013 - Present
Job Tax Associate at ProVision Wealth
Industry Accounting
Experience
ProVision – Wealth Strategists July 2013 - Present
Teri Hunter-Smith, CPA February 2013 - April 2013
SUU, Volunteer Income Tax Assistance February 2011 - April 2011
Skills
Tax Preparation, Tax Research, Communication, Customer Service, QuickBooks, Accounting, Income Tax, Small Business, Tax Accounting, Financial Statements
Education
Arizona State University 2012 — 2013
Master's degree, Taxation
Southern Utah University 2006 — 2011
Bachelor of Science (BS), Accounting
ProVision – Wealth Strategists July 2013 - Present
Teri Hunter-Smith, CPA February 2013 - April 2013
SUU, Volunteer Income Tax Assistance February 2011 - April 2011
Skills
Tax Preparation, Tax Research, Communication, Customer Service, QuickBooks, Accounting, Income Tax, Small Business, Tax Accounting, Financial Statements
Education
Arizona State University 2012 — 2013
Master's degree, Taxation
Southern Utah University 2006 — 2011
Bachelor of Science (BS), Accounting
Casey Meyeres Casey Meyeres's ProVision – Wealth Strategists Experience July 2014 - Present
Job Tax Partner at ProVision – Wealth Strategists
Industry Financial Services
Experience
ProVision – Wealth Strategists July 2014 - Present
ProVision – Wealth Strategists July 2012 - June 2014
Deloitte Tax LLP 2007 - July 2012
Simek & Company PLC 2004 - 2007
Gaughan & Nahom PLC 2001 - 2004
Clifton Gunderson LLP 1998 - 2001
Skills
Tax, Accounting, Real Estate, High Net Worth..., Corporate Tax, Financial Analysis, Tax Accounting, Income Tax, GAAP, CPA, Small Business, US GAAP, SEC filings, Financial Modeling, Tax Research, Strategic Financial...
Education
University of Arizona 1995 — 1998
BSPA, Accounting/Finance
Northern Arizona University 1993 — 1995
Accounting
ProVision – Wealth Strategists July 2014 - Present
ProVision – Wealth Strategists July 2012 - June 2014
Deloitte Tax LLP 2007 - July 2012
Simek & Company PLC 2004 - 2007
Gaughan & Nahom PLC 2001 - 2004
Clifton Gunderson LLP 1998 - 2001
Skills
Tax, Accounting, Real Estate, High Net Worth..., Corporate Tax, Financial Analysis, Tax Accounting, Income Tax, GAAP, CPA, Small Business, US GAAP, SEC filings, Financial Modeling, Tax Research, Strategic Financial...
Education
University of Arizona 1995 — 1998
BSPA, Accounting/Finance
Northern Arizona University 1993 — 1995
Accounting
Laura Falat's ProVision – Wealth Strategists Experience September 2012 - September 2013
Job Tax Services at Services Group of America
Industry Accounting
Experience
Services Group of America April 2015 - Present
KPMG US February 2014 - April 2015
ProVision – Wealth Strategists September 2012 - September 2013
Skills
Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, GoSystems, ProSystem fx Tax, US Tax, Tax Research, Account Reconciliation, General Ledger
Education
Southern Illinois University, Carbondale 2007 — 2011
Bachelor of Science (BS), Accounting
Services Group of America April 2015 - Present
KPMG US February 2014 - April 2015
ProVision – Wealth Strategists September 2012 - September 2013
Skills
Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, GoSystems, ProSystem fx Tax, US Tax, Tax Research, Account Reconciliation, General Ledger
Education
Southern Illinois University, Carbondale 2007 — 2011
Bachelor of Science (BS), Accounting
Jonathan Hadida Jonathan Hadida's ProVision – Wealth Strategists Experience August 2014 - Present
Job Tax Manager/Wealth Strategist at ProVision – Wealth Strategists
Industry Individual & Family Services
Experience
ProVision – Wealth Strategists August 2014 - Present
Deloitte March 2007 - September 2013
Department of Finance Canada November 2004 - March 2007
Skills
Tax, International Tax, Corporate Tax, Income Tax, Policy, Tax Law, Expatriate Tax, Business Development, Project Management, Big 4, Due Diligence, Tax Advisory, Corporate Finance, Business Strategy, Mergers, Expatriate Management, Accounting, Management Consulting, Financial Analysis, Strategic Planning, Talent Management, Investments, Change Management, Wealth Accumulation, Wealth Preservation...
Education
McGill University 2004 — 2006
LLM, International Business - International Tax
York University - Osgoode Hall Law School 2003 — 2004
J.D., 2003
Université de Montréal 1999 — 2002
LLB, Civil Law
ProVision – Wealth Strategists August 2014 - Present
Deloitte March 2007 - September 2013
Department of Finance Canada November 2004 - March 2007
Skills
Tax, International Tax, Corporate Tax, Income Tax, Policy, Tax Law, Expatriate Tax, Business Development, Project Management, Big 4, Due Diligence, Tax Advisory, Corporate Finance, Business Strategy, Mergers, Expatriate Management, Accounting, Management Consulting, Financial Analysis, Strategic Planning, Talent Management, Investments, Change Management, Wealth Accumulation, Wealth Preservation...
Education
McGill University 2004 — 2006
LLM, International Business - International Tax
York University - Osgoode Hall Law School 2003 — 2004
J.D., 2003
Université de Montréal 1999 — 2002
LLB, Civil Law
Marisa Broz Marisa Broz's ProVision – Wealth Strategists Experience May 2014 - August 2014
Job Graduate Teaching Assistant at Center For Teaching Excellence
Industry Accounting
Experience
Center For Teaching Excellence August 2014 - Present
ProVision – Wealth Strategists May 2014 - August 2014
Center for Teaching Excellence August 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Access, Accounting, Data Entry, QuickBooks, Time Management
Education
Southern Illinois University, Carbondale 2014 — 2015
Master of Accountancy, Taxation
Southern Illinois University, Carbondale 2012 — 2014
Bachelor of Science (B.S.), Accounting
Illinois Eastern Community Colleges-Olney Central College 2011 — 2012
Associate of Arts and Sciences (AAS), Accounting, 4.0
Center For Teaching Excellence August 2014 - Present
ProVision – Wealth Strategists May 2014 - August 2014
Center for Teaching Excellence August 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Access, Accounting, Data Entry, QuickBooks, Time Management
Education
Southern Illinois University, Carbondale 2014 — 2015
Master of Accountancy, Taxation
Southern Illinois University, Carbondale 2012 — 2014
Bachelor of Science (B.S.), Accounting
Illinois Eastern Community Colleges-Olney Central College 2011 — 2012
Associate of Arts and Sciences (AAS), Accounting, 4.0
Jessica Bischoff Jessica Bischoff's ProVision – Wealth Strategists Experience August 2013 - Present
Job Project Manager at ProVision
Industry Accounting
Experience
ProVision – Wealth Strategists August 2013 - Present
JBN & Associates, LLC April 2013 - August 2013
JDA Software February 2013 - April 2013
Lucas Group October 2011 - February 2013
Response October 2010 - August 2011
Insight Global March 2010 - October 2010
Skills
Executive Search, Resume Writing, Human Resources, IT Recruitment, Onboarding, Temporary Staffing, Technical Recruiting, Temporary Placement, Contract Recruitment, Permanent Placement, Recruiting, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Benefits Negotiation, College Recruiting, Screening Resumes, Sourcing, Staff Augmentation, Candidate Generation, Search, Interviews, Recruitment Advertising, Cold Calling, Hiring, Talent Management, Employer Branding, Screening, Interview Preparation
Education
Florida Atlantic University 2006 — 2009
Bachelors, Marketing
West Virginia University 2003 — 2006
ProVision – Wealth Strategists August 2013 - Present
JBN & Associates, LLC April 2013 - August 2013
JDA Software February 2013 - April 2013
Lucas Group October 2011 - February 2013
Response October 2010 - August 2011
Insight Global March 2010 - October 2010
Skills
Executive Search, Resume Writing, Human Resources, IT Recruitment, Onboarding, Temporary Staffing, Technical Recruiting, Temporary Placement, Contract Recruitment, Permanent Placement, Recruiting, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Benefits Negotiation, College Recruiting, Screening Resumes, Sourcing, Staff Augmentation, Candidate Generation, Search, Interviews, Recruitment Advertising, Cold Calling, Hiring, Talent Management, Employer Branding, Screening, Interview Preparation
Education
Florida Atlantic University 2006 — 2009
Bachelors, Marketing
West Virginia University 2003 — 2006
Kyle Wilkinson's ProVision – Wealth Strategists Experience January 2012 - June 2014
Job Executive Recruiter, Accounting/Finance at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group January 2015 - Present
ProVision Wealth Strategists July 2014 - December 2014
ProVision – Wealth Strategists January 2012 - June 2014
Grant Thornton LLP August 2010 - January 2012
Grant Thornton July 2008 - July 2010
Grant Thornton June 2007 - May 2008
Skills
Financial Reporting, Corporate Tax, Partnership Taxation, Income Tax, Tax, Tax Accounting, CPA, Tax Research, Accounting, SEC filings, GAAP, Tax Preparation
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master's Degree, Taxation
Arizona State University 2003 — 2007
BS, Accounting
The ExecuSearch Group January 2015 - Present
ProVision Wealth Strategists July 2014 - December 2014
ProVision – Wealth Strategists January 2012 - June 2014
Grant Thornton LLP August 2010 - January 2012
Grant Thornton July 2008 - July 2010
Grant Thornton June 2007 - May 2008
Skills
Financial Reporting, Corporate Tax, Partnership Taxation, Income Tax, Tax, Tax Accounting, CPA, Tax Research, Accounting, SEC filings, GAAP, Tax Preparation
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master's Degree, Taxation
Arizona State University 2003 — 2007
BS, Accounting
Lori Ream's ProVision – Wealth Strategists Experience January 2014 - Present
Job Tax Manager at ProVision – Wealth Strategists
Industry Accounting
Experience
ProVision – Wealth Strategists January 2014 - Present
Kaiser Scherer & Schlegel, PLLC September 2011 - December 2013
Creamer & Associates, P.C. February 2010 - August 2011
Stevens Pierce & Associates CPAs November 2006 - December 2009
Skills
Foreign Trusts, Section 988, Expatriate Tax, Tax Compliance, Income Tax, Tax Returns, Corporate Tax, Tax, Tax Research, International Tax, Tax Preparation, Quickbooks, Transfer Pricing, Financial Analysis, Federal Tax, Tax Credits, Business Valuation, Tax Advisory, Financial Accounting, Budgeting, High Net Worth..., QuickBooks, Budgets, Accounting
Education
Florida Atlantic University 2005 — 2007
Masters, Taxation
Regis University 2001 — 2003
MBA, Business Administration
Ottawa University - Tempe Campus 1995 — 1997
Bachelors, Biology
ProVision – Wealth Strategists January 2014 - Present
Kaiser Scherer & Schlegel, PLLC September 2011 - December 2013
Creamer & Associates, P.C. February 2010 - August 2011
Stevens Pierce & Associates CPAs November 2006 - December 2009
Skills
Foreign Trusts, Section 988, Expatriate Tax, Tax Compliance, Income Tax, Tax Returns, Corporate Tax, Tax, Tax Research, International Tax, Tax Preparation, Quickbooks, Transfer Pricing, Financial Analysis, Federal Tax, Tax Credits, Business Valuation, Tax Advisory, Financial Accounting, Budgeting, High Net Worth..., QuickBooks, Budgets, Accounting
Education
Florida Atlantic University 2005 — 2007
Masters, Taxation
Regis University 2001 — 2003
MBA, Business Administration
Ottawa University - Tempe Campus 1995 — 1997
Bachelors, Biology
Cindy Daughhetee's ProVision – Wealth Strategists Experience July 2010 - July 2014
Job Owner of Daughhetee Tax Solutions
Industry Real Estate
Experience
Daughhetee Tax Solutions November 2014 - Present
ProVision – Wealth Strategists July 2010 - July 2014
The Wolff Company June 2009 - July 2010
CSK Auto September 2007 - May 2009
Troon Golf August 2002 - August 2007
KPMG January 1996 - July 2002
Skills
Tax, Finance, Financial Reporting, Accounting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Financial Analysis, Corporate Tax, Tax Accounting, Income Tax, Due Diligence, International Tax, Tax Preparation, General Ledger, Financial Accounting, Tax Research, Customer Service, Strategic Planning, Real Estate, SEC Filings
Education
Southern Illinois University, Carbondale 1995 — 1995
MS, Accounting
Southern Illinois University, Carbondale 1988 — 1992
BS, Accounting
Daughhetee Tax Solutions November 2014 - Present
ProVision – Wealth Strategists July 2010 - July 2014
The Wolff Company June 2009 - July 2010
CSK Auto September 2007 - May 2009
Troon Golf August 2002 - August 2007
KPMG January 1996 - July 2002
Skills
Tax, Finance, Financial Reporting, Accounting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Financial Analysis, Corporate Tax, Tax Accounting, Income Tax, Due Diligence, International Tax, Tax Preparation, General Ledger, Financial Accounting, Tax Research, Customer Service, Strategic Planning, Real Estate, SEC Filings
Education
Southern Illinois University, Carbondale 1995 — 1995
MS, Accounting
Southern Illinois University, Carbondale 1988 — 1992
BS, Accounting
Aaron Coates, CPA, CFP®'s ProVision – Wealth Strategists Experience December 2012 - April 2014
Job Tax Manager at Metz CPA PC
Industry Accounting
Experience
Metz & Associates PLLC May 2014 - Present
ProVision – Wealth Strategists December 2012 - April 2014
Deloitte Tax, LLP August 2006 - December 2012
Education
California State University-East Bay 2000 — 2004
B.S., Accounting, Finance, Real Estate
Golden Gate University
Masters of Science in Financial Planning & Tax
Metz & Associates PLLC May 2014 - Present
ProVision – Wealth Strategists December 2012 - April 2014
Deloitte Tax, LLP August 2006 - December 2012
Education
California State University-East Bay 2000 — 2004
B.S., Accounting, Finance, Real Estate
Golden Gate University
Masters of Science in Financial Planning & Tax
Garbielle Neboyia's ProVision – Wealth Strategists Experience January 2012 - Present
Job Tax Senior at ProVision
Industry Accounting
Experience
ProVision – Wealth Strategists January 2012 - Present
AmSafe Aviation 2011 - 2011
Skills
Tax Accounting, Corporate Tax, Tax Preparation, Tax, Income Tax, Tax Returns, Accounting, QuickBooks, Journal Entries, Financial Reporting
Education
University of Arizona 2007 — 2010
Bachelor of Science (B.S.), Accounting
ProVision – Wealth Strategists January 2012 - Present
AmSafe Aviation 2011 - 2011
Skills
Tax Accounting, Corporate Tax, Tax Preparation, Tax, Income Tax, Tax Returns, Accounting, QuickBooks, Journal Entries, Financial Reporting
Education
University of Arizona 2007 — 2010
Bachelor of Science (B.S.), Accounting