Travis Schaat Email & Phone Number
Senior Financial Advisor | Chief Financial Officer @ Perspective Wealth Partners
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Travis Schaat Location
- Boise, ID, US
Travis Schaat Work
- 2018 -now Senior Financial Advisor | Chief Financial Officer @
- 2016 -2018 Principal Owner @ Schaat Financial Solutions
- 2013 -2015 Program Administrator - Investment Division @
- 2010 -2013 Tax and Audit Associate @
- 2008 -2010 Accounting Associate and Product Distribution @
Travis Schaat Education
- Brigham Young University - Idaho
BS Accounting, BS Business Management - emphasis in Finance
2004-2011
Travis Schaat Skills
- Tax
- Accounting
- Excel
- Audit
- Tax Returns
- Quickbooks
- Auditing
- Leadership
- Financial Analysis
- GAAP
- Basketball
- Microsoft Excel
- Wakeboarding
- Financial Accounting
- CPA
- Tax Preparation
- Tax Accounting
- Financial Statements
- US GAAP
- Corporate Tax
- SEC filings
- Generally Accepted Accounting Principles (GAAP)
- Generally Accepted Accounting Principles Gaap
- Investments
- Microsoft Office
- Strategic Planning
- Operations
- Generally Accepted Accounting Principles
Travis Schaat Summary
- Travis Schaat, based in Boise, ID, US, is currently a Senior Financial Advisor | Chief Financial Officer at Perspective Wealth Partners. Travis Schaat brings experience from previous roles at Schaat Financial Solutions, Idaho State Treasurer's Office, Eide Bailly LLP and Teton Outfitters / Klim. Travis Schaat holds a 2004 - 2011 BS Accounting, BS Business Management - emphasis in Finance @ Brigham Young University - Idaho. With a robust skill set that includes Tax, Accounting, Excel, Audit, Tax Returns and more. Travis Schaat has 3 emails and 1 mobile phone numbers on RocketReach.
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Hannah Weaver
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Paige Moon
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