John-David Woolley Email & Phone Number
Financial Advisor @ Western Wealth Advisors LLC
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John-David Woolley Location
- Denver, CO, US
John-David Woolley Work
- 2019 -now Financial Advisor @
- 2016 -2019 Manager - Fund Administration - Tax @
- 2012 -2016 Tax Consultant @
- 2006 -2009 Premium Auditor @ US-Reports, Inc
- 2003 -2009 Premium Auditor, Risk Management @ US-Reports, Inc
- 2003 -2006 Regional Manager @
John-David Woolley Education
- University of Denver - Sturm College of Law
Master of Taxation
- University of Denver
BSBA (Economics)
- University of Denver
BS (Beta Alpha Psi (Professional Accounting Society) Deloitte summer leadership program, 2011)
John-David Woolley Skills
- Microsoft Office
- Access
- Microsoft Excel
- QuickBooks
- Microsoft Word
- Portuguese
- Accounting
- PowerPoint
- Analysis
- Bookkeeping
- Outlook
- Insurance
- Financial Analysis
- Budgets
- Strategic Planning
- Auditing
- Payroll
- Risk Management
- Financial Reporting
- Management
- Financial Accounting
- Customer Service
- CPA
- Research
- Tax
John-David Woolley Summary
- John-David Woolley, based in Denver, CO, US, is currently a Financial Advisor at Western Wealth Advisors LLC. John-David Woolley brings experience from previous roles at Charles Schwab, Deloitte and US-Reports, Inc. John-David Woolley holds a Master of Taxation @ University of Denver - Sturm College of Law. With a robust skill set that includes Microsoft Office, Access, Microsoft Excel, QuickBooks, Microsoft Word and more. John-David Woolley has 3 emails and 1 mobile phone numbers on RocketReach.
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