David Piccirilli Email & Phone Number
Principal @ Argent Wealth Management, LLC
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David Piccirilli Location
- Providence, RI, US
David Piccirilli Work
- 2026 -now Principal @
- 2023 -2025 Senior Financial Advisor @
- 2023 -2023 Senior Director @
- 2022 -2023 Director @
- 2018 -2022 Wealth Management Manager @ RSM US Wealth Management LLC
- 2014 -2018 Tax Manager @ RSM US LLP
- 2013 -2014 Experienced Staff Accountant @
- 2012 -2012 Tax Intern @ Braver PC
- 2011 -2011 Office of the Auditor General Intern @
- 2011 -2011 Division of Taxation: Field Audit Intern @
- 2011 -2011 Spring Intern @ Edward Dimartino Jr. CPA and Associates
David Piccirilli Education
- Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Financial Planning with a Graduate Certificate in Taxation (Financial Planning with a Graduate Certificate in Taxation)
2012-2013 - Bryant University
Bachelor of Business Administration (B.B.A.), Accounting and Finance (Accounting and Finance)
2008-2012 - Bishop Hendricken High School 2005-2008
David Piccirilli Skills
- Microsoft Excel
- LIFO
- Financial Reporting
- ProFx Systems
- Financial Planning
- Personal Financial Planning
- Income Tax
- Retirement Planning
- College Education Planning
- Debt Management
- Auditing
- Investment Advisory
- Sales Tax
- Tax
- Strategic Financial Planning
- Tax Accounting
- Partnership Taxation
- Tax Returns
- Tax Preparation
- Corporate Tax
- Financial Statements
- CPA
- General Ledger
David Piccirilli Summary
- David Piccirilli, based in Providence, RI, US, is currently a Principal at Argent Wealth Management, LLC. David Piccirilli brings experience from previous roles at Argent Wealth Management, LLC, Choreo and RSM US Wealth Management LLC. David Piccirilli holds a 2012 - 2013 Master of Science (MS), Financial Planning with a Graduate Certificate in Taxation in Financial Planning with a Graduate Certificate in Taxation @ Bentley College - Elkin B. McCallum Graduate School of Business. With a robust skill set that includes Microsoft Excel, LIFO, Financial Reporting, ProFx Systems, Financial Planning and more. David Piccirilli has 2 emails and 1 mobile phone numbers on RocketReach.
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