David Bollis Location
- Houston, TX, US
David Bollis Work
- 2002 -now Managing Director @
- 2001 -2002 Tax Associate @
- 1999 -2001 Financial Representative @
David Bollis Education
- University of Miami Herbert Business School
MBA (Specialization in Personal Financial Planning)
1999-2001 - University of Miami Herbert Business School
MS (Masters of Science in Taxation)
1999-2001 - University of Miami Herbert Business School
BA (International Finance & Marketing)
1996-1999
David Bollis Skills
- Income Tax Planning
- Wealth Transfer Planning
- Investment Advisory
- Tax
- Financial Planners
- Strategic Financial Planning
- CPA
- High Net Worth Individuals
- Estate Tax Planning
- Partnership Taxation
- Tax Research
- Tax Advisory
- Tax Accounting
- Corporate Tax
- Gift Tax
- Trusts
- Income Tax
- Finance
- Wealth
- Financial Planning
- Accounting
David Bollis Summary
- David Bollis, based in Houston, TX, US, is currently a Managing Director at Andersen Tax. David Bollis brings experience from previous roles at Arthur Andersen & Co. and Northwestern Mutual. David Bollis holds a 1999 - 2001 MBA in Specialization in Personal Financial Planning @ University of Miami Herbert Business School. With a robust skill set that includes Income Tax Planning, Wealth Transfer Planning, Investment Advisory, Tax, Financial Planners and more. David Bollis has 3 emails and 2 mobile phone numbers on RocketReach.
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