Jacqueline Summers Email & Phone Number
Chief Financial Officer @ United Terrain Group
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Jacqueline Summers Location
- Morrison, CO, US
Jacqueline Summers Work
- Chief Financial Officer @ (March 2026 - Present)
- Family Office Director @ (August 2022 - February 2026)
- Family Office Manager @ (February 2022 - July 2022)
- Family Office Services Senior Manager @ Berdon LLP (August 2018 - June 2021)
- Senior Tax Manager @ Berdon LLP (August 2011 - August 2018)
- Tax Associate @ (January 2010 - July 2011)
- Tax Associate @ (January 2008 - December 2009)
Jacqueline Summers Education
- Baruch College
Master's of Science in Taxation
2011-2014 - San Diego State University
Bachelor of Science (Accounting)
2003-2007
Jacqueline Summers Skills
- Accounting
- Business
- Business Planning
- Family Office
- Family Services
- Finance
- High Net Worth Individuals
- Income Tax
- Management
- Microsoft Excel
- Strategic Planning
- Tax Research
- Trusts
- ProSystem fx Tax
- S Corporations
- Partnership Taxation
- Tax Preparation
- Fixed Assets
- Auditing
- Financial Statements
- GAAP
- Tax Accounting
- Tax Advisory
- Tax Returns
- General Ledger
- Journal Entries
- Tax
Jacqueline Summers Summary
- Jacqueline Summers, based in Morrison, CO, US, is currently a Chief Financial Officer at United Terrain Group. Jacqueline Summers brings experience from previous roles at PKF O'Connor Davies, LLP and Berdon LLP. Jacqueline Summers holds a 2011 - 2014 Master's of Science in Taxation @ Baruch College. With a robust skill set that includes Accounting, Business, Business Planning, Family Office, Family Services and more. Jacqueline Summers has 2 emails and 1 mobile phone numbers on RocketReach.
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