ProVision Wealth Strategists
ProVision Wealth Strategists List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ProVision Wealth Strategists. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ProVision Wealth Strategists Salaries. You can even request information on how much does ProVision Wealth Strategists pay if you want to. Learn about salaries, pros and cons of working for ProVision Wealth Strategists directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 ProVision Wealth Strategists employees in database. Find out everything there's to know about ProVision Wealth Strategists employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ProVision Wealth Strategists Employees
Employee
Years
Job
Industry
Brad Doran Brad Doran's ProVision Wealth Strategists Experience 2015 - Present
Job Client Relations Manager at ProVision Wealth Strategists
Industry Accounting
Experience
ProVision Wealth Strategists 2015 - Present
Wells Fargo Advisors April 2013 - December 2014
JPMorgan Chase & Co. February 2012 - April 2013
Matco January 2002 - January 2012
Skills
Financial Analysis, Negotiation, Microsoft Office, Customer Service, Operations Management, Forecasting, ETFs, Logistics, Supply Chain Management, Supply Chain, Transportation..., Economics, International Trade, C++, HTML, Photoshop, Excel, Customer Relations, Budgeting, Import, Java, Dreamweaver, InDesign, Illustrator, Purchasing Power Risk, Variable Annuities, financial, Mutual Funds, Series 7, Series 6, Regulatory Compliance, Portfolio Management
Education
University of Iowa 1998 — 2002
Bachelor of Arts, Computer Science, Business
ProVision Wealth Strategists 2015 - Present
Wells Fargo Advisors April 2013 - December 2014
JPMorgan Chase & Co. February 2012 - April 2013
Matco January 2002 - January 2012
Skills
Financial Analysis, Negotiation, Microsoft Office, Customer Service, Operations Management, Forecasting, ETFs, Logistics, Supply Chain Management, Supply Chain, Transportation..., Economics, International Trade, C++, HTML, Photoshop, Excel, Customer Relations, Budgeting, Import, Java, Dreamweaver, InDesign, Illustrator, Purchasing Power Risk, Variable Annuities, financial, Mutual Funds, Series 7, Series 6, Regulatory Compliance, Portfolio Management
Education
University of Iowa 1998 — 2002
Bachelor of Arts, Computer Science, Business
Beverly Schulke Beverly Schulke's ProVision Wealth Strategists Experience February 2006 - August 2007
Job Accounting Manager at Proinnovative, Inc
Industry Accounting
Experience
Proinnovative, Inc May 2012 - Present
Not Just Bookkeeping, LLC January 2002 - Present
QCOM Partners, LLC April 2010 - October 2011
Reas Olive Ranch, Inc August 2007 - December 2010
ProVision Wealth Strategists February 2006 - August 2007
Diane Kennedy, CPA August 1999 - February 2006
Skills
Budgeting, Account Management, Office Management, Microsoft Office, Excel, PowerPoint, Quickbooks, Accounting, Microsoft Excel, Tax, Small Business, QuickBooks, Payroll, Management, Budgets, Bookkeeping, Financial Reporting, Customer Service, Public Speaking
Education
Brigham Young University - Idaho 2012 — 2018
Bachelor's degree, Accounting and Business/Management
Mesa Community College 2007 — 2008
General Education
Lamson College 1985 — 1987
Certificate, Secretary
Proinnovative, Inc May 2012 - Present
Not Just Bookkeeping, LLC January 2002 - Present
QCOM Partners, LLC April 2010 - October 2011
Reas Olive Ranch, Inc August 2007 - December 2010
ProVision Wealth Strategists February 2006 - August 2007
Diane Kennedy, CPA August 1999 - February 2006
Skills
Budgeting, Account Management, Office Management, Microsoft Office, Excel, PowerPoint, Quickbooks, Accounting, Microsoft Excel, Tax, Small Business, QuickBooks, Payroll, Management, Budgets, Bookkeeping, Financial Reporting, Customer Service, Public Speaking
Education
Brigham Young University - Idaho 2012 — 2018
Bachelor's degree, Accounting and Business/Management
Mesa Community College 2007 — 2008
General Education
Lamson College 1985 — 1987
Certificate, Secretary
Karen Manahan, CPA Karen Manahan, CPA's ProVision Wealth Strategists Experience November 2010 - Present
Job Tax Manager
Industry Accounting
Experience
ProVision Wealth Strategists November 2010 - Present
CITES Classroom Technologies May 2010 - August 2010
Eder, Casella & Co. May 2009 - August 2009
Skills
Accounting, Tax, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, QuickBooks, Teamwork, Tax Preparation, Financial Analysis, Analysis, International Tax..., Business Entity..., Wealth Accumulation..., Tax Research, ProSystem fx Tax, 1120S, C-Corp, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Masters, Accountancy, (Concentration in Taxation)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor, Accounting
ProVision Wealth Strategists November 2010 - Present
CITES Classroom Technologies May 2010 - August 2010
Eder, Casella & Co. May 2009 - August 2009
Skills
Accounting, Tax, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, QuickBooks, Teamwork, Tax Preparation, Financial Analysis, Analysis, International Tax..., Business Entity..., Wealth Accumulation..., Tax Research, ProSystem fx Tax, 1120S, C-Corp, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Masters, Accountancy, (Concentration in Taxation)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor, Accounting
Brad Rudd Brad Rudd's ProVision Wealth Strategists Experience January 2015 - Present
Job Accountant at Gevan C. Rudd CPA PC
Industry Accounting
Experience
ProVision Wealth Strategists January 2015 - Present
Gevan C. Rudd CPA PC July 2006 - January 2015
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, QuickBooks, Tax, Financial Accounting, Accounts Payable, Bookkeeping, Auditing, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, CPA, Finance, Corporate Tax, Budgets, Leadership, Management, Sales
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Accounting
ProVision Wealth Strategists January 2015 - Present
Gevan C. Rudd CPA PC July 2006 - January 2015
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, QuickBooks, Tax, Financial Accounting, Accounts Payable, Bookkeeping, Auditing, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, CPA, Finance, Corporate Tax, Budgets, Leadership, Management, Sales
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Joe Cordova's ProVision Wealth Strategists Experience January 2015 - Present
Job Tax Senior at ProVision Wealth Strategists
Industry Accounting
Experience
ProVision Wealth Strategists January 2015 - Present
Deloitte July 2012 - December 2014
CBIZ February 2007 - June 2012
Skills
GAAP, Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Tax Preparation, US GAAP, Financial Reporting, Auditing, General Ledger, SEC filings, Financial Accounting, Partnership Taxation, Financial Statements, Tax Returns
Education
Arizona State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
ProVision Wealth Strategists January 2015 - Present
Deloitte July 2012 - December 2014
CBIZ February 2007 - June 2012
Skills
GAAP, Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Tax Preparation, US GAAP, Financial Reporting, Auditing, General Ledger, SEC filings, Financial Accounting, Partnership Taxation, Financial Statements, Tax Returns
Education
Arizona State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
John Smalley, MBA John Smalley, MBA's ProVision Wealth Strategists Experience September 2013 - May 2014
Job Business Development at GlobalTranz
Industry Transportation/Trucking/Railroad
Experience
GlobalTranz July 2015 - Present
RevUp Corp March 2012 - Present
Parker and Lynch May 2014 - March 2015
ProVision Wealth Strategists September 2013 - May 2014
Professional Consulting Engagements August 2008 - March 2012
AT&T 1997 - 2001
TechSoft Systems January 1989 - June 1991
Wang Labs January 1987 - December 1989
Skills
Team Leadership, Account Management, Building Relationships, Sales Management, Global Management, Strategic Planning, Direct Sales, Executive Management, Financial Analysis, Profit & Loss Management, Inside Sales, Customer Service, Negotiation, Management, Business Development, Leadership, Contract Negotiation, Human Resources, Selling, Sales, Income Statement, Change Management, Marketing, Team Building, Networking, Coaching, Salesforce.com, Sales Process, Operations Management, Marketing Strategy, Cross-functional Team..., Strategy, Start-ups, Product Development, Management Consulting, P&L Management, Training, Entrepreneurship, Consulting, Strategic Partnerships, Leadership Development, CRM, New Business Development, Business Planning, Time Management, Business Strategy, Finance, Organizational..., Recruiting, Small Business
Education
Ashford University 2009 — 2010
MBA, Business - Global Management & Human Resourse Management
Central State University 1983 — 1987
Yes, Businsess of Administration with a concentration in Finance
GlobalTranz July 2015 - Present
RevUp Corp March 2012 - Present
Parker and Lynch May 2014 - March 2015
ProVision Wealth Strategists September 2013 - May 2014
Professional Consulting Engagements August 2008 - March 2012
AT&T 1997 - 2001
TechSoft Systems January 1989 - June 1991
Wang Labs January 1987 - December 1989
Skills
Team Leadership, Account Management, Building Relationships, Sales Management, Global Management, Strategic Planning, Direct Sales, Executive Management, Financial Analysis, Profit & Loss Management, Inside Sales, Customer Service, Negotiation, Management, Business Development, Leadership, Contract Negotiation, Human Resources, Selling, Sales, Income Statement, Change Management, Marketing, Team Building, Networking, Coaching, Salesforce.com, Sales Process, Operations Management, Marketing Strategy, Cross-functional Team..., Strategy, Start-ups, Product Development, Management Consulting, P&L Management, Training, Entrepreneurship, Consulting, Strategic Partnerships, Leadership Development, CRM, New Business Development, Business Planning, Time Management, Business Strategy, Finance, Organizational..., Recruiting, Small Business
Education
Ashford University 2009 — 2010
MBA, Business - Global Management & Human Resourse Management
Central State University 1983 — 1987
Yes, Businsess of Administration with a concentration in Finance
P. Jarom Mann, MRED P. Jarom Mann, MRED's ProVision Wealth Strategists Experience January 2011 - December 2012
Job Project Manager at Pacifica Hotels and Invest West Financial, LLC
Industry Real Estate
Experience
Pacifica Hotels June 2014 - Present
PT Morgan Enterprises, LLC January 2013 - Present
Dave Johnson Realty December 2012 - February 2014
ProVision Wealth Strategists January 2011 - December 2012
Schmidt Westergard & Co September 2008 - September 2010
Fox Peterson August 2007 - August 2008
Skills
Tax, QuickBooks, Tax Preparation, Bookkeeping, Sales Tax, Tax Returns, Accounting, Financial Reporting, Financial Analysis, Fixed Assets, Due Diligence, Microsoft Office, Microsoft Excel, Management, Budgets, Real Estate
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters of Real Estate Development, Real Estate Development
Brigham Young University - Idaho 2003 — 2007
BS, Accounting
Pacifica Hotels June 2014 - Present
PT Morgan Enterprises, LLC January 2013 - Present
Dave Johnson Realty December 2012 - February 2014
ProVision Wealth Strategists January 2011 - December 2012
Schmidt Westergard & Co September 2008 - September 2010
Fox Peterson August 2007 - August 2008
Skills
Tax, QuickBooks, Tax Preparation, Bookkeeping, Sales Tax, Tax Returns, Accounting, Financial Reporting, Financial Analysis, Fixed Assets, Due Diligence, Microsoft Office, Microsoft Excel, Management, Budgets, Real Estate
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters of Real Estate Development, Real Estate Development
Brigham Young University - Idaho 2003 — 2007
BS, Accounting
Daren J. Layton Daren J. Layton's ProVision Wealth Strategists Experience June 2007 - June 2008
Job Attorney at Snell & Wilmer, L.L.P.
Industry Law Practice
Experience
Snell & Wilmer July 2015 - Present
O'Connell & Associates, P.C. December 2012 - June 2015
Douglas J. Newman, P.C. August 2011 - December 2012
Law Offices of Frederick W. Meissner, PLLC January 2010 - October 2011
Beach Fleischman PC July 2008 - July 2009
ProVision Wealth Strategists June 2007 - June 2008
Skills
Tax, IRS, Estate Planning, Estate Tax Planning, Tax Research, Trusts, Tax Returns, Tax Accounting, Asset Protection, LLC, Accounting, Tax Law, Business Formation, Income Tax, Partnership Taxation, Corporate Tax, Legal Writing
Education
University of Arizona, James E. Rogers College of Law 2009 — 2012
Juris Doctor (J.D.), Law
Arizona State University - W. P. Carey School of Business 2007 — 2008
Masters, Taxation
Arizona State University - W. P. Carey School of Business 2005 — 2007
B.S., Accountancy
Snell & Wilmer July 2015 - Present
O'Connell & Associates, P.C. December 2012 - June 2015
Douglas J. Newman, P.C. August 2011 - December 2012
Law Offices of Frederick W. Meissner, PLLC January 2010 - October 2011
Beach Fleischman PC July 2008 - July 2009
ProVision Wealth Strategists June 2007 - June 2008
Skills
Tax, IRS, Estate Planning, Estate Tax Planning, Tax Research, Trusts, Tax Returns, Tax Accounting, Asset Protection, LLC, Accounting, Tax Law, Business Formation, Income Tax, Partnership Taxation, Corporate Tax, Legal Writing
Education
University of Arizona, James E. Rogers College of Law 2009 — 2012
Juris Doctor (J.D.), Law
Arizona State University - W. P. Carey School of Business 2007 — 2008
Masters, Taxation
Arizona State University - W. P. Carey School of Business 2005 — 2007
B.S., Accountancy
Kyle Wilkinson's ProVision Wealth Strategists Experience July 2014 - December 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
Tim Gertz, CPA's ProVision Wealth Strategists Experience January 2012 - Present
Job Tax Partner Tax and Wealth Strategist at ProVision Wealth
Industry Accounting
Experience
ProVision Wealth Strategists January 2012 - Present
Gaintner Bandler Reed & Peters PLC November 2008 - January 2012
Williford High and Co., CPAs, P.A. January 2006 - November 2008
Sandhaus and Company CPAs October 2002 - December 2005
Skills
Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Compliance, Partnership Taxation, Tax Accounting, Tax Research, S Corporations, Quickbooks, Federal Tax, Individual Taxation, Accounting, QuickBooks, Fixed Assets, CPA, Sales Tax, Financial Reporting
Education
Arizona State University - W. P. Carey School of Business 2001 — 2002
MS, Accountancy and Information Systems
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Accountancy
ProVision Wealth Strategists January 2012 - Present
Gaintner Bandler Reed & Peters PLC November 2008 - January 2012
Williford High and Co., CPAs, P.A. January 2006 - November 2008
Sandhaus and Company CPAs October 2002 - December 2005
Skills
Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Compliance, Partnership Taxation, Tax Accounting, Tax Research, S Corporations, Quickbooks, Federal Tax, Individual Taxation, Accounting, QuickBooks, Fixed Assets, CPA, Sales Tax, Financial Reporting
Education
Arizona State University - W. P. Carey School of Business 2001 — 2002
MS, Accountancy and Information Systems
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Accountancy