William Preisz Email & Phone Number
Director of Retirement Plan Services @ Preisz Financial
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William Preisz Location
- Portland, OR, US
William Preisz Work
- Director of Retirement Plan Services @ (February 2019 - Present)
- Shareholder @ (January 2019 - Present)
- Retirement Plan Education Specialist @ (August 2017 - February 2019)
- Corporate Controller @ Aspen Capital LLC (December 2015 - June 2017)
- Senior Vice President and Chief Financial Officer @ (March 2011 - December 2015)
- Assistant Vice President and Controller @ (January 2008 - January 2011)
- Senior Accountant @ Moss Adams, LLP (January 2004 - January 2007)
William Preisz Education
- Boston University Questrom School of Business
BS (Business Administration)
2000-2004
William Preisz Skills
- 3(38) Fiduciary
- Plan Design
- Retirement Planning
- Finance
- Accounting
- Auditing
- Banking
- Budgets
- Financial Analysis
- Credit
- Internal Controls
- Financial Reporting
- Financial Modeling
- Financial Accounting
- Strategic Planning
- Financial Statements
- General Ledger
- Loans
- Budgeting
- Financial Planning
- Securities
- 401(k)
- Investments
- Mutual Funds
- Microsoft Excel
- Management
- Leadership
- Customer Service
- Benchmarking
- CPA
- 3(21) Co-Fiduciary
William Preisz Summary
- William Preisz, based in Portland, OR, US, is currently a Director of Retirement Plan Services at PREISZ Financial. William Preisz brings experience from previous roles at PREISZ Financial, Aspen Capital LLC and Twin City Bank. William Preisz holds a 2000 - 2004 BS in Business Administration @ Boston University Questrom School of Business. With a robust skill set that includes 3(38) Fiduciary, Plan Design, Retirement Planning, Finance, Accounting and more. William Preisz has 1 emails and 1 mobile phone numbers on RocketReach.
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