Malissa Marshall Email & Phone Number
Founder and CEO @ Soaring Wealth LLC
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Malissa Marshall Location
- Bristol, VT, US
Malissa Marshall Work
- 2018 -now Founder and CEO @
- 2018 -now Founder and CEO @ Steuern & Taxes LLC
- 2017 -2018 Tax and Financial Planning Manager @ Marble Trail Financial
- 2015 -2017 Manager - Personal Financial Services (PFS) and International Assignment Services (IAS) @
- 2013 -2015 US Tax Manager - Executive Advisory @
- 2007 -2013 Tax Manager - International Assignment Services @
- 2005 -2007 Tax Senior Associate @ Fontanello, Duffield & Otake, LLP
Malissa Marshall Education
- Northeastern University
Master of Science (MS) (Tax, with a concentration in Financial Planning)
2016-2022 - University of California, Berkeley - Extension
(Personal Financial Planning and Accounting)
2005-2009 - University of California, Berkeley
M.A./Ph.D. Graduate Program (European and Middle Eastern History)
1999-2004 - Barnard College
Bachelor of Arts (B.A.) (Political Science and German Literature)
1992-1996
Malissa Marshall Skills
- Equity Compensation Planning
- Cross-Border Planning
- Tax Planning
- Estate Tax Planning
- Personal Financial Planning
- Expatriate Management
- Expatriate Tax
- Income Tax
- International Tax
- Global Mobility
- US Tax
- Tax Research
- Accounting
- Tax Accounting
- Big 4
- Strategic Financial Planning
- Tax Returns
- Tax Law
- Tax Preparation
- Tax
- High Net Worth Individuals
- Partnership Taxation
- High Net Worth
- Mobility
- Net
- Tax Compliance
- Financial Services
- Compliance
- GoSystems
- Strategic Financial
- Services
Malissa Marshall Summary
- Malissa Marshall, based in Bristol, VT, US, is currently a Founder and CEO at Soaring Wealth LLC. Malissa Marshall brings experience from previous roles at Steuern & Taxes LLC, Marble Trail Financial, PwC and PricewaterhouseCoopers AG. Malissa Marshall holds a 2016 - 2022 Master of Science (MS) in Tax, with a concentration in Financial Planning @ Northeastern University. With a robust skill set that includes Equity Compensation Planning, Cross-Border Planning, Tax Planning, Estate Tax Planning, Personal Financial Planning and more. Malissa Marshall has 3 emails and 2 mobile phone numbers on RocketReach.
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