One-Up Financial
Owner
Altcpas
Founder
Evident Financial
Financial Advisor and Consultant
Pnc Mar 2015 - Oct 2018
Investment Advisor at Pnc Wealth Management
Wedgewood Investors Jun 2014 - Mar 2015
Portfolio Management and Business Development
Education:
Penn State University 2002 - 2006
Bachelors, Accounting
Penn State University 2000 - 2004
Bachelors
Skills:
Accounting Auditing Income Tax Tax Preparation Tax Returns Gaap Internal Controls Balance Tax Quickbooks Audit Corporate Tax Tax Compliance Bookkeeping Tax Research Tax Accounting Financial Accounting Partnership Taxation General Ledger Reconciliation Accounts Payable Fixed Assets S Corporations Journal Entries Accounts Receivable Peachtree Tax Return Preparation Federal Tax Excel Financial Planning Individual Taxation Financial Analysis Financial Reporting Portfolio Management Mergers and Acquisitions Strategic Financial Planning Leadership Customer Service Microsoft Excel
Certifications:
Certified Public Accountant Certified Financial Planner