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Lorrie Clark Location
La Vernia, TX, US
Lorrie Clark Work
Manager @ (June 2024 - Present)
Senior Tax - Deloitte @ (May 2023 - June 2024)
Senior Tax Accountant @ (April 2020 - May 2023)
Senior Wealth Advisor @ Covenant (January 2018 - December 2019)
Wealth Advisor @ Covenant (February 2008 - December 2019)
Cash Management Manager @ (January 2004 - January 2008)
Lorrie Clark Education
Western New Mexico University
Bachelor of Science (B.S.) (Accounting and Finance)
Lorrie Clark Skills
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Analysis
Analytical Skills
Asset Allocation
Asset Management
Attitude Change
Balance Sheet Review
Bank Reconciliation
Banking
Budgets
Business Development
Business Planning
CCH Axcess Tax
Cash Flow
Cash Management
Client Correspondence
Client Services
Communication
Compensation Planning
Confidentiality
Critical Thinking
Customer Service
Data Analytics
Data Governance
Defined Contribution
Employee Benefits
External Communications
FINRA
Finance
Financial Accounting
Financial Analysis
Financial Planning
Financial Reporting
Financial Services
Forecasting
General Ledgers
Generally Accepted Accounting Principles (GAAP)
Internal and External Communications
Interpersonal Communication
Interpersonal Skills
Investment Banking
Investment Management
Investment Portfolios
Investment Strategies
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Office Equipment
Organization Skills
Personal Development
Photocopiers
Planning Software
Portfolio Management
Process Improvement
Public Access
Retirement Planning
Risk Management
Sales
Sensitive Information
Service Standards
Strategic Financial Planning
Strategic Planning
Strategic Vision
Supervisory Skills
Tax
Tax Advisory
Tax Compliance
Tax Planning Strategies
Tax Preparation
Tax Research
Tax Strategies
Team Building
Team Leadership
Timelines
Trusting Relationships
US Tax
VBA Excel
Wealth Management
Written Communication
Lorrie Clark Summary
Lorrie Clark, based in La Vernia, TX, US, is currently a Manager at Deloitte. Lorrie Clark brings experience from previous roles at Deloitte, AT&T and Covenant. Lorrie Clark holds a Bachelor of Science (B.S.) in Accounting and Finance @ Western New Mexico University. With a robust skill set that includes Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis and more. Lorrie Clark has 2 emails and 1 mobile phone numbers on RocketReach.
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