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Susan Jamison Location
Charlotte, NC, US
Susan Jamison Work
Owner @ (September 2014 - Present)
VP Tax Advisor @ (January 1985 - March 2014)
Senior Audit Manager @ (June 1978 - June 1985)
Susan Jamison Education
University of North Carolina at Charlotte
Bachelor of Science (BS) (accounting)
1975-1978
Susan Jamison Skills
Financial Reporting
Tax
Estate Planning
Financial Planners
Investments
Financial Analysis
Wealth Management
Auditing
Accounting
Internal Controls
CPA
Management
Sarbanes-Oxley Act
Microsoft Office
High Net Worth Individuals
Finance
Financial Planning
Income Tax
Strategic Planning
Sarbanes Oxley Act
Susan Jamison Summary
Susan Jamison, based in Charlotte, NC, US, is currently a Owner at Wealth Matters, LLC. Susan Jamison brings experience from previous roles at Belk and KPMG. Susan Jamison holds a 1975 - 1978 Bachelor of Science (BS) in accounting @ University of North Carolina at Charlotte. With a robust skill set that includes Financial Reporting, Tax, Estate Planning, Financial Planners, Investments and more. Susan Jamison has 2 emails and 1 mobile phone numbers on RocketReach.
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