A. Cpa/Pfs Email & Phone Number
Senior Wealth Manager
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A. Cpa/Pfs Location
- South Charleston, WV, US
A. Cpa/Pfs Work
- 2008 -now Senior Wealth Manager @ McKinley-Carter Wealth Services
- 1988 -2020 Board Member @
- 2007 -2015 Regional Distribution @ Juice Plus+
- 2004 -2015 Board Member @
- 2001 -2011 President of Board @ Arthur B Hodges Center Inc
- 2001 -2007 CFO and Wealth Manager @ Kanawha Investment & Trust Co.
- 1996 -2001 CFO @ City Mortgage Services
- 1976 -1996 CFO and EVP and Treasurer @ Eagle Bancorp Inc
A. Cpa/Pfs Education
- University of Charleston
BS (Accounting/Finance)
1969-1970 - Bowdoin College
(Accounting and Finance)
1965-1967
A. Cpa/Pfs Skills
- Investments
- Wealth Management
- Finance
- Strategic Financial Planning
- Leadership
- Strategic Planning
- Due Diligence
- Income Tax
- Portfolio Management
- Financial Reporting
- Profit Maximization
- Entrepreneurship
- Investment Strategies
- Mergers & Acquisitions
- Mortgage Lending
- Asset Allocation
- Asset Management
- Executive Management
- Financial Analysis
- Risk Management
- Small Business
- Accounting
- Sales
- Strategy
- Mergers and Acquisitions
- Services
A. Cpa/Pfs Summary
- A. Cpa/Pfs, based in South Charleston, WV, US, is currently a Senior Wealth Manager at McKinley-Carter Wealth Services. A. Cpa/Pfs brings experience from previous roles at Charleston Civic Center, Juice Plus+, Edgewood Summit Inc. and Arthur B Hodges Center Inc. A. Cpa/Pfs holds a 1969 - 1970 BS in Accounting/Finance @ University of Charleston. With a robust skill set that includes Investments, Wealth Management, Finance, Strategic Financial Planning, Leadership and more. A. Cpa/Pfs has 1 emails on RocketReach.
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A. Cpa/Pfs
Senior Wealth Manager
South Charleston, WV, US
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