Gregg Munn Email & Phone Number
Senior Planning and Tax Advisor @ Sax Wealth Advisors, LLC
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Gregg Munn Location
- Saint Johns, FL, US
Gregg Munn Work
- 2018 -now Senior Planning and Tax Advisor @
- 2017 -2018 Wealth Advisor @
- 2014 -2017 Certified Public Accountant @ The GM CPA Group
- 2014 -2014 Estimator @
- 2011 -2013 Analyst @
- 2010 -2011 Accounting Assistant @
Gregg Munn Education
- University of North Florida
Masters (Accounting)
2010-2011 - Florida State University - College of Business
Bachelors (Accounting, Finance)
2005-2008 - Florida State University
Bachelor's degree (Accounting and Finance)
Gregg Munn Skills
- Microsoft Excel
- Budgets
- Microsoft Office
- Bloomberg
- PowerPoint
- Microsoft Word
- Strategic Financial Planning
- Strategic Planning
- Customer Service
- Asset Management
- Investments
- Wealth Management
- New Business Development
- Credit
- Risk Management
- Portfolio Management
- Financial Services
- Call Centers
- Market Research
- Community Service
- CPA
- Income Tax
- Winter
- Accounting
- Payments
- Month End Closing
- Bright
- Sales
- National Honor Society
- Bank Statements
- Computing
- Tenants
- Prosystems
- Tax
- Reconcile
- Electronics
- Business Services
- Academic
- Trade Unions
- Adjustments
- Finance
- Bank Reconciliation
- Futures
- Haskell
- CVS
- Extracurricular Activities
- Business Intelligence Development Studio
- Cash Flow Forecasting
- Degrees
- FX Options
- Corporations
- Construction
- Desire to Succeed
- Bank Deposits
- Amortization Schedules
- Checks
- Scholarships
- Bookkeeping
- Trusts
- Cashiering
- Wealth
- Invoicing
- Florida
- QuickBooks
- Distribution Center Operations
- Intense
- Pharmacy
- Research
- Filing
- Tax Returns
- Reporting
- Accounts Payable
- Breaks
- Accounts Receivable
- Loans
- Payroll
- Recording
- Increased Profitability
- Advertising Agency
- Databases
Gregg Munn Summary
- Gregg Munn, based in Saint Johns, FL, US, is currently a Senior Planning and Tax Advisor at Sax Wealth Advisors, LLC. Gregg Munn brings experience from previous roles at Sax Wealth Advisors, LLC, The GM CPA Group, Integrated Construction, LLC and Traust Sollus Wealth Management. Gregg Munn holds a 2010 - 2011 Masters in Accounting @ University of North Florida. With a robust skill set that includes Microsoft Excel, Budgets, Microsoft Office, Bloomberg, PowerPoint and more. Gregg Munn has 2 emails and 5 mobile phone numbers on RocketReach.
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