Kelley Grace Email & Phone Number
Wealth Advisor, CPA, Senior Vice President @ Sequoia Financial Group
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Kelley Grace Location
- Norman, OK, US
Kelley Grace Work
- 2024 -now Wealth Advisor, CPA, Senior Vice President @
- 2022 -2024 Wealth Advisor, CPA, Partner @ Eide Bailly Wealth
- 2001 -2022 CPA, Tax Partner @
- 2000 -2001 Tax @
Kelley Grace Education
- University of Oklahoma - Price College of Business
Bachelor of Accountancy (Accounting & Finance)
1996-2000
Kelley Grace Skills
- Tax Preparation
- Project Planning
- Consulting
- High Net Worth Individuals
- CPA
- Llp
- Accounting
Kelley Grace Summary
- Kelley Grace, based in Norman, OK, US, is currently a Wealth Advisor, CPA, Senior Vice President at Sequoia Financial Group. Kelley Grace brings experience from previous roles at Eide Bailly Wealth, Eide Bailly LLP and Deloitte & Touche. Kelley Grace holds a 1996 - 2000 Bachelor of Accountancy in Accounting & Finance @ University of Oklahoma - Price College of Business. With a robust skill set that includes Tax Preparation, Project Planning, Consulting, High Net Worth Individuals, CPA and more. Kelley Grace has 1 emails and 1 mobile phone numbers on RocketReach.
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