Jamie Menges Email & Phone Number
Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA @ PDS Planning, Inc.
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Jamie Menges Location
- Columbus, OH, US
Jamie Menges Work
- 2013 -now Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA @
- 2007 -2013 CERTIFIED FINANCIAL PLANNER™ @ Investment Partners, LTD
- 2000 -2007 CERTIFIED FINANCIAL PLANNER™ @
- 1999 -2000 Staff Accountant @
Jamie Menges Education
- Miami University
BS (Accounting and Finance)
1995-1999
Jamie Menges Skills
- Strategic Financial Planning
- Investments
- High Net Worth Individuals
- Wealth Management Services
- Personal Tax Planning
- Auditing
- 401k Rollovers
- Project Management
- Business Valuation
- Cash Management
- Banking
- Accounting
- Credit
- Certified Financial Planner
- Finance
- Customer Service
- Disability Insurance
- Budgets
- Management
- Microsoft Word
- Public Speaking
Jamie Menges Summary
- Jamie Menges, based in Columbus, OH, US, is currently a Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA at PDS Planning, Inc.. Jamie Menges brings experience from previous roles at Investment Partners, LTD, Principal Financial Group and Crowe Horwath LLP. Jamie Menges holds a 1995 - 1999 BS in Accounting and Finance @ Miami University. With a robust skill set that includes Strategic Financial Planning, Investments, High Net Worth Individuals, Wealth Management Services, Personal Tax Planning and more. Jamie Menges has 2 emails and 2 mobile phone numbers on RocketReach.
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