Todd Moritz Email & Phone Number
Owner - Tax and Financial Planner @ White Turf Financial
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Todd Moritz Location
- Saint Paul, MN, US
Todd Moritz Work
- Owner - Tax and Financial Planner @ (January 2018 - Present)
- Financial Planner @ (January 2017 - January 2018)
- Tax Adviser @ (January 2016 - January 2017)
- Fund Accountant @ (January 2015 - January 2016)
- Staff Accountant @ (January 2013 - January 2015)
Todd Moritz Education
- Drake University
BSBA (Accounting/Finance, Management)
Todd Moritz Skills
- Certified Public Accounting
- Financial Planning
- Tax Efficiency
- Investment Management
- Retirement Planning
- Holistic Financial Planning
- Microsoft Excel
- Financial Services
- Securities
- Finance
- Portfolio Management
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Accounting
- Asset Management
- Financial Analysis
- Tax
- Financial Modeling
- Microsoft Access
- Financial Reporting
- Microsoft Outlook
- Investments
- Risk Management
- Teamwork
- Customer Service
- Time Management
- Wealth Management
- Estate Planning
- Insurance
- Equities
- Credit
- Financial Accounting
- Financial Advisory
- Financial Risk
- Tax Preparation
- Tax Planning
- Budgeting
- Budget Analysis
- Student Financial Aid
- Debt Management
- Investment Portfolios
- Investment Strategies
- Certified Financial Planner
- Personal Finance
- Personal Financial Planning
- High Net Worth Individuals
- Asset Allocation
- Financial Goals
- Passionate
- Returns
- Six Sigma
- Gamma
- Cash Management
- Social Media
- PowerPoint
- Eager to Learn
- Sears
- Public Speaking
- Sound
- Food Service
- Timeliness
- C
- Amiable
- Retail
- Atmosphere
- Sales
- Net
- Prince
- Listening Skills
- Outgoing
- Customer Satisfaction
- Volunteering
- Hard Worker
- Excel
- Drake
- Upselling
- Friendship
- Honor
- Dedicated
- Outlook
- Compassion
- OneNote
- Business Administration
- Dec Alpha
- Coffee
- Relationship Cultivation
- Work Ethic
- Budget Management
- Managed Hosting
- Tip
- Able to Multi Task
- Cash
- Scholarships
- Libraries
- Peace
- Cashiering
- Trips
- QuickBooks
- Attention to Detail
- Budgets
- Financial Transactions
- Management
- Data Encryption Standard
- Science
- Disbursement
- Word
- Roll
- Accounts Payable
- Discipleship
- Shopping
- Presentations
- Iowa
- Church Events
- Access
- Responsibility
Todd Moritz Summary
- Todd Moritz, based in Saint Paul, MN, US, is currently a Owner - Tax and Financial Planner at White Turf Financial. Todd Moritz brings experience from previous roles at Sandvold Financial Group, Dougherty Wealth Advisers LLC, Pine River Capital Management and Meriwether Wilson & Co. Todd Moritz holds a BSBA in Accounting/Finance, Management @ Drake University. With a robust skill set that includes Certified Public Accounting, Financial Planning, Tax Efficiency, Investment Management, Retirement Planning and more. Todd Moritz has 3 emails and 3 mobile phone numbers on RocketReach.
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