Melissa Case's Location
Pewaukee, Wisconsin, United States
Melissa Case's Work
- Chief Financial Officer @ Annex Wealth Management
- Controller @ raSmith
- Tax Preparer @ Ken Kelly, CPA
Melissa Case's Education
- University of Wisconsin-Milwaukee
MBA
2003 - 2004 - Indiana University South Bend
Bachelor of Science (Accounting)
1996 - 2000
Melissa Case's Skills
- Deltek Vision
- Deltek
- Cost Accounting
- Job Costing
- Proposal Writing
- Payroll
- Revenue Recognition
- Project Accounting
- Financial Reporting
- Costpoint
Melissa Case's Summary
Melissa Case, based in Pewaukee, Wisconsin, United States, is currently a Chief Financial Officer at Annex Wealth Management, bringing experience from previous roles at R.A. Smith National and Ken Kelly, CPA. Melissa Case holds a 2003 - 2004 MBA @ University of Wisconsin-Milwaukee. With a robust skill set that includes Deltek Vision, Deltek, Cost Accounting, Job Costing, Proposal Writing and more, Melissa Case contributes valuable insights to the industry. Melissa Case has 2 emails and 1 mobile phone number on RocketReach.
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