Trisha Smith Location
Des Moines, IA, US
Trisha Smith Work
- 2023 - now Director @ Creative Planning Business Services
- 2022 - 2023 Financial Accounting Director @ Creative Planning Business Services
- 2015 - 2022 Tax Manager @ Creative Planning Business Services
- 2013 - 2015 Supervisor @ Bergan Paulsen, CPA
- 2003 - 2013 Tax and Audit Supervisor @ Gegner Company PC
Trisha Smith Education
- Graceland University
Bachelor of Arts (BA) (Accounting and Business/Management)
2004 - 2006 - AIB College of Business
Associate's degree (Accounting)
2002 - 2004
Trisha Smith Skills
- Tax Preparation
- Accounting
- QuickBooks
- Bookkeeping
- Leadership
- Customer Service
- Payroll
- Auditing
- Peachtree
- Internal Audit
Trisha Smith Summary
Trisha Smith, based in Des Moines, IA, US, is currently a Director at Creative Planning Business Services. Trisha Smith brings experience from previous roles at BerganKDV, Bergan Paulsen, CPA and Gegner Company PC. Trisha Smith holds a 2004 - 2006 Bachelor of Arts (BA) in Accounting and Business/Management @ Graceland University. With a robust skill set that includes Tax Preparation, Accounting, QuickBooks, Bookkeeping, Leadership and more. Trisha Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Creative Planning Business Services Employees
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Tim Engeldinger
Chief Executive Officer at Creative Planning Business Services
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Sailu Timbo
Partner, Business Advisor at Creative Planning Business Services
Des Moines, IA, US25+ -
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Chris Tomas
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Savage, MN, US15 -
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Crystal Ford
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Robert Mlenek
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Minneapolis, MN, US25+ -
25
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Dwayne Dockendorf
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Tony Heiple
Partner at Creative Planning Business Services
Marion, IA, US13
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