Melissa Smith Email & Phone Number
Senior Vice President, Senior Trust Advisor @ Wells Fargo Private Bank
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Melissa Smith Location
- California, United States
Melissa Smith Work
- Senior Vice President, Senior Trust Advisor @ (October 2019 - Present)
- Vice President, Senior Wealth Planner @ (October 2016 - September 2019)
- Wealth Planner @ (November 2014 - October 2016)
- Senior Associate - Tax @ (January 2012 - January 2014)
- Tax Associate @ (January 2010 - January 2012)
- Associate - Audit @ (January 2009 - January 2010)
- Audit Intern @ (June 2008 - August 2008)
Melissa Smith Education
- Golden Gate University
MST (Taxation)
2011-2014 - University of San Diego
BAcc (Accounting)
2005-2009
Melissa Smith Skills
- Tax
- Accounting
- Internal Controls
- Corporate Tax
- US GAAP
- Sarbanes-Oxley Act
- Financial Reporting
- Financial Accounting
- Auditing
- GAAP
- CPA
- Income Tax
- Assurance
- Financial Analysis
- Revenue Recognition
- Financial Statements
- Tax Accounting
- Finance
- SEC filings
- Tax Research
- Big 4
- U.S. Generally Accepted Accounting Principles (GAAP)
- Generally Accepted Accounting Principles (GAAP)
- Sarbanes Oxley Act
- U.S. Generally Accepted Accounting Principles Gaap
- Generally Accepted Accounting Principles Gaap
- u.s. Generally Accepted Accounting Principles
- Generally Accepted Accounting Principles
Melissa Smith Summary
- Melissa Smith, based in California, United States, is currently a Senior Vice President, Senior Trust Advisor at Wells Fargo Private Bank. Melissa Smith brings experience from previous roles at Wells Fargo Private Bank and PwC. Melissa Smith holds a 2011 - 2014 MST in Taxation @ Golden Gate University. With a robust skill set that includes Tax, Accounting, Internal Controls, Corporate Tax, US GAAP and more. Melissa Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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