Joe Escobar Email & Phone Number
President and Chief Executive Officer @ SVA, PC
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Joe Escobar Location
- San Jose, CA, US
Joe Escobar Work
- 2025 -now President and Chief Executive Officer @
- 2025 -now Volunteer @
- 2023 -2025 Senior Manager @
- 2019 -2023 Manager @
- 2020 -2021 Volunteer @
- 2018 -2019 Supervisor @
- 2015 -2018 Sr. Staff Accountant @
- 2012 -2015 Assistant Vice President @
- 2007 -2012 Officer @
- 2005 -2007 Office Manager @
- 2004 -2004 Portfolio Analyst @
- 1995 -1998 Technical Support Representative @
Joe Escobar Education
- Keller Graduate School of Management of DeVry University
Master's degree (Master's degree, Accounting and Finance)
2011-2014 - University of California, Santa Cruz 2005-2006
- University of California, Riverside
Bachelor of Science (BS) (Bachelor of Science (BS), Business Administration and Management, General)
1998-2003 - St. Francis High School
High School Diploma (High School Diploma)
1994-1998
Joe Escobar Skills
- Retail Banking
- Customer Relationship Management (CRM)
- Accounts Payable & Receivable
- Invoicing
- Scheduling
- Dispatching
- Security Analysis (Securities)
- Presentation Development
- Portfolio Analysis
- Web Design
- User Interface Design
- Visual Basic for Applications (VBA)
- SQL
- Databases
- Business Analysis
- Marketing
- Economics
- Business Strategy
- Quality Control
- Regulation
- Program Management
- Industrial Organization
- Reporting Requirements
- Internal Controls
- GASB
- Accounting Standards
- Financial Management
- Banking
- Finance
- Portfolio Management
- Financial Analysis
- Credit
- Sales
- Accounting
- Financial Accounting
- Investments
- Financial Statements
- GAAP
- Auditing
- Tax Preparation
- Microsoft Office
- Microsoft Excel
- Customer Service
- GAAS
- Non-profit Finance
- Government Accounting
- Single Audit
- Business Administration
- Control Systems Design
- Financial Reporting
- Market
- Financial Data
- Wealth Management Services
- Accruals
- Sales Operations
- Commercial Litigation
- Credit Risk
- Mentoring
- Adjustments
- Performer
- SAN
- Executive Positions
- Programming
- Strategic Financial Planning
- Ust
- Organizational Structure
- Municipalities
- Management
- Insurance Planning
- Corporate Environments
- Perfect
- Municipal Bonds
- Calls
- Introductory
- Investment Management
- Microeconomics
- Loan Servicing
- Meeting Tight Deadlines
- Security Research
- PowerPoint
- Cash Management
- Ethics
- Silicon Valley
- Human Resources
- Retirement Planning
- Georgia
- System
- Business Services
- Relationship Management
- Revenue Analysis
- Offering
- Reports
- Strategy
- Analytical Abilities
- Testing
- Bank Deposits
- Nonprofits
- Risk Management
- Asset Management
- Wealth
- Corporate Governance
- Non Profit Finance
- Documentation
- Project Management
- Trains and Add Rails
- Research
- Accounts Payable
- Commercial Real Estate
- Chicago
- Partnerships
- Analysis
- CPA
- Promotional
- Coordination
- Evaluations
- Applications
- Palo Alto
- Managerial Finance
- Financial Risk
- Schedules
- Management Accounting
- Negotiation
- GPS
- Business Operations
- Labor Economics
- Operations
- Maturity
- Macro
- Business Valuation
- VBA
- Business Intelligence
- Technical Support
- External Audit
- Project
- Small Business
- Accounts Receivable
- Presentations
- Income
- Computer Proficiency
- Responsibility
- Council
- Regulations
- Personnel Management
- Google Groups
- Cables
- Portfolio
- Trust
- Software Installation
- Tax
- Productivity Improvement
- Government
- Establishing New Accounts
- Mortgage Lending
- Managing Accounts
- Technology Enhancements
- Materials
- Pivot Tables
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- San Francisco
- Liquidity Management
- Notary Public
- Launches
- Business Process
- Audit
- Manpower
- Client Presentation
- Credit Analysis
- Due Diligence
- Problem Solving
- Trading
- Cost Benefit
- Meetings
- Delivery
- Mergers and Acquisitions
- Order Processing
- Consumer
Joe Escobar Summary
- Joe Escobar, based in San Jose, CA, US, is currently a President and Chief Executive Officer at SVA, PC. Joe Escobar brings experience from previous roles at CalCPA, Eide Bailly LLP and Catalyze SV. Joe Escobar holds a 2011 - 2014 Master's degree in Master's degree, Accounting and Finance @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Retail Banking, Customer Relationship Management (CRM), Accounts Payable & Receivable, Invoicing, Scheduling and more. Joe Escobar has 2 emails and 4 mobile phone numbers on RocketReach.
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