Certified Public Accountant @ (April 1989 - Present)
Wealth Management Advisor @ (September 2009 - July 2025)
US Postal Inspector @ (February 1989 - February 2009)
Accountant @ AG Becker (September 1977 - September 1981)
Vincent Lloyd Education
Roosevelt University
Bachelor of Science (BS) - Business Administration (Major in Accounting)
Vincent Lloyd Skills
Tax
CPA
Forensic Accounting
Estate Tax Planning
Small Business
Investments
Finance
Financial Analysis
Strategic Planning
Financial Services
Wealth Management
Financial Planning
QuickBooks
Vincent Lloyd Summary
Vincent Lloyd, based in Saint Paul, MN, US, is currently a Certified Public Accountant at VJ Lloyd, CPA/PFS, EA, CRTP. Vincent Lloyd brings experience from previous roles at Cetera Financial Group, Avantax Investment Servicesâ„ , US Postal Inspection Service and AG Becker. Vincent Lloyd holds a Bachelor of Science (BS) - Business Administration in Major in Accounting @ Roosevelt University. With a robust skill set that includes Tax, CPA, Forensic Accounting, Estate Tax Planning, Small Business and more. Vincent Lloyd has 2 emails and 1 mobile phone numbers on RocketReach.
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