Matt Wallace is a high-skilled professional, that works in C.h. Dean main office of which is in 1514. as a Vice President, Director of Investments and Retirement Plan Consulting from 2018. Matt has earned professional experience in more than 14 positions at different companies. Matt Wallace went to the University of Dayton and got education from 2003 to 2007. This professional has these professional qualifications: Cpa (Inactive), Cgma (Inactive), and Cpa (Link). Miamisburg, Ohio is the city, where the professional was known to be living. This expert's phone and email can be accessed through SoftwareOfficial by request.
Name variants:
Matthew Wallace,
Matthias Wallace
Last updated Jun 07, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ma**@live.com
Location
Miamisburg, OH
Company
C.h. Dean, Llc
Workplace
Vice President, Director of Investments and Retirement Plan Consulting
Work History
Vice President, Director of Investments and Retirement Plan Consulting
3500 Pentagon Blvd SUITE 200, Beavercreek, OH 45431
from Oct 2018
Principal
Management for Muscadine Bloodline, Jelly Roll and Jordan Fletcher.
from Jan 2016
Director of Consulting Services, Vice President
3500 Pentagon Blvd SUITE 200, Beavercreek, OH 45431
Founded by Chauncey H. Dean in 1965 as an accounting and financial management company, C.H. Dean, Inc. has grown into a comprehensive financial management firm offering a complete range of h...
from Jan 1, 2015
Manager of Wealth Management Services
3500 Pentagon Blvd SUITE 200, Beavercreek, OH 45431
May 2013 — Jan 2015
Senior
200 east Broad St SUITE 500, Greenville, SC 29601
Mar 2013 — Jun 2014
Staff Auditor
225 west Wacker Dr SUITE 2600, Chicago, IL 60606
Jan 2011 — Sep 2011
Senior Associate
3500 Pentagon Blvd SUITE 200, Beavercreek, OH 45431
Sep 2010 — May 2013
Assurance Intern
200 east Broad St SUITE 500, Greenville, SC 29601
Jun 2009 — Aug 2009
Financial Consultant
3500 Pentagon Blvd SUITE 200, Beavercreek, OH 45431
Sep 2008 — Sep 2010
Staff Accountant
225 west Wacker Dr SUITE 2600, Chicago, IL 60606
Jan 2008 — Sep 2008
Education
Occupations
Executive
Vice President
Director
Accountant
Finance and Accounting Specialist
Professor
Dean
Founder
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Higher Education Professional
Educational Manager
Founding Member
Skills
Wealth Management Services
Personal Tax Planning
Retirement Planning
Personal Financial Planning
Business Advisory
Tax Preparation
Tax
Accounts Receivable
Microsoft Excel
Finance
Strategic Financial Planning
Wealth Management
Accounting
Financial Analysis
Financial Accounting
Financial Reporting
Management
Investments
Financial Planning
Cpa
Gaap
Auditing
Income Tax
Sales and Use Tax
Corporate Tax
Assurance
Accruals
Sarbanes Oxley Act
Entrepreneurship
External Audit
Fin 48
State Tax
Entertainment Management
Trucking
Hotels
Strategic Planning
Microsoft Office
Customer Service
Entertainment Industry
Software Implementation
Analytics
Data Mining
Microsoft Access
Restaurants
Logistics
Transportation
Warehousing
Small Business
Social Media
Marketing
Account Reconciliation
Public Speaking
Social Media Marketing
Team Building
Budgets
Internal Controls
Start Ups
Financial Statements
Leadership
General Ledger
Us Gaap
FAQs about Matt Wallace
What is the main profession of Matt Wallace?
Matt is a Vice President, Director of Investments and Retirement Plan Consulting.
What are the main profession of The expert?
These person's professions are Executive and Vice President
Where does Matt Wallace live?
Miamisburg, Ohio is the place where Matt Wallace lives
Does the professional have the email address?
ma**@live.com is The professional's email address.
Where did Matt Wallace work?
Matt Wallace worked at C.h. Dean, Llc, Wardog Management.
What education does Matt Wallace have?
Matt studied at the University of Dayton from 2003 to 2007.
What are the certifications of Matt Wallace?
This expert received the following certifications: Cpa (Inactive), Cgma (Inactive), Cpa (Link), Cgma, and Cpa.
Are there any special industries Matt Wallace works in?
Matt works in Accounting industry.