Fred Winter Email & Phone Number
Board Chair @ Heritage Trust Company of New Mexico
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Fred Winter Location
- Taos, NM, US
Fred Winter Work
- 2020 - now Board Chair @
- 1994 - 2020 President @
- 2013 - 2014 Nominating Committee @
- 1980 - 2012 VP @ Taos Travel, Ltd
- 1985 - 2008 President @ Winter Accountancy, P.C.
- 1980 - 1985 Manager @ Downey & Sisneros, CPAs
- 1973 - 1975 Bank holding company analyst @
Fred Winter Education
- Columbia Business School
MBA (finance and accounting)
1971 - 1973 - The University of Kansas
BS (Business & French)
1967 - 1971 - Lawrence High School
Fred Winter Skills
- Retirement Planning
- Investments
- Mergers
- Strategic Financial Planning
- Estate Planning
- Investment Advisory
- Securities
- Mergers & Acquisitions
- Accounting
- Small Business
- Wealth Management
- Tax
- Retirement
- Alternative Investments
- High Net Worth Individuals
- Due Diligence
- Portfolio Management
- Wealth
- Finance
- Financial Planning
- Strategic Planning
- Public Speaking
- Leadership
- Strategy
- Microsoft Excel
- Risk Management
- Customer Service
- Management
- Research
- Mergers and Acquisitions
- CPA
- Corporate Tax
- Financial Reporting
Fred Winter Summary
- Fred Winter, based in Taos, NM, US, is currently a Board Chair at Heritage Trust Company of New Mexico. Fred Winter brings experience from previous roles at Heritage Trust Company of New Mexico, New Mexico Society of CPAs, Taos Travel, Ltd and Winter Accountancy, P.C.. Fred Winter holds a 1971 - 1973 MBA in finance and accounting @ Columbia Business School. With a robust skill set that includes Retirement Planning, Investments, Mergers, Strategic Financial Planning, Estate Planning and more. Fred Winter has 2 emails and 1 mobile phone numbers on RocketReach.
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