Robert Speece Email & Phone Number
Portfolio Manager and Senior Financial Planning Advisor @ Trumbower Financial Advisors
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Robert Speece Location
- Washington, DC, US
Robert Speece Work
- 2019 -now Portfolio Manager and Senior Financial Planning Advisor @
- 2018 -2019 Senior Associate @
- 2015 -2018 Senior Associate @
- 2011 -2015 Senior Financial Planning Associate @ Trumbower Financial Advisors, LLC
- 2010 -2012 Senior Associate - Advisory @
- 2008 -2009 Staff Accountant @ Santos Postal & Company
- 2006 -2008 Staff Accountant @
Robert Speece Education
- East Carolina University - College of Business
BSBA (Accounting)
2001-2006
Robert Speece Skills
- Auditing
- CPA
- Income Tax
- Accounting
- Financial Planning
- Tax
- Corporate Tax
- Financial Accounting
- Strategic Financial Planning
- Forensic Accounting
- US GAAP
- Internal Controls
- Financial Analysis
- GAAP
- External Audit
- QuickBooks
- Tax Preparation
- Sarbanes Oxley Act
- Financial Reporting
- Financial Statements
- General Ledger
- Assurance
- Accounts Payable
- Internal Audit
Robert Speece Summary
- Robert Speece, based in Washington, DC, US, is currently a Portfolio Manager and Senior Financial Planning Advisor at Trumbower Financial Advisors. Robert Speece brings experience from previous roles at Guidehouse, PwC and Trumbower Financial Advisors, LLC. Robert Speece holds a 2001 - 2006 BSBA in Accounting @ East Carolina University - College of Business. With a robust skill set that includes Auditing, CPA, Income Tax, Accounting, Financial Planning and more. Robert Speece has 1 emails and 1 mobile phone numbers on RocketReach.
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