Travis Schaat Email & Phone Number

Senior Financial Advisor | Chief Financial Officer @ Perspective Wealth Partners

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Travis Schaat's Location

Boise, ID, US

Travis Schaat's Work

Senior Financial Advisor | Chief Financial Officer @ Perspective Wealth Partners
Principal Owner @ Schaat Financial Solutions
Operations Analyst @ Athlos Academies

Program Administrator - Investment Division @ Idaho State Treasurer's Office
Tax and Audit Associate @ Eide Bailly LLP
Accounting Associate and Product Distribution @ Teton Outfitters - KLIM/509 Brands

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Travis Schaat's Education

Brigham Young University - Idaho
BS Accounting, BS Business Management - emphasis in Finance
2004 - 2011

Travis Schaat's Skills

Generally Accepted Accounting Principles Gaap
Corporate Tax
QuickBooks

Tax
Financial Analysis
Tax Accounting
Audit
Financial Statements
Tax Preparation
Accounting

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Travis Schaat's Summary

Travis Schaat, based in Boise, ID, US, is currently a Senior Financial Advisor | Chief Financial Officer at Perspective Wealth Partners, bringing experience from previous roles at Schaat Financial Solutions, Athlos Academies, Idaho State Treasurer's Office and Eide Bailly LLP. 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 Generally Accepted Accounting Principles Gaap, Corporate Tax, QuickBooks, Tax, Financial Analysis and more, Travis Schaat contributes valuable insights to the industry. Travis Schaat has 3 emails on RocketReach.