Trisha Smith Email & Phone Number
Director @ Creative Planning
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Trisha Smith Location
- Des Moines, IA, US
Trisha Smith Work
- Director @ (July 2026 - Present)
- Director @ (July 2023 - Present)
- Financial Accounting Director @ (July 2022 - August 2023)
- Tax Manager @ (July 2015 - July 2022)
- Supervisor @ Bergan Paulsen, CPA (January 2013 - July 2015)
- Tax and Audit Supervisor @ Gegner Company PC (January 2003 - January 2013)
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
- Project Management
Trisha Smith Summary
- Trisha Smith, based in Des Moines, IA, US, is currently a Director at Creative Planning. Trisha Smith brings experience from previous roles at Creative Planning Business Services and Bergan Paulsen, CPA. 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 2 emails and 2 mobile phone numbers on RocketReach.
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