Allen Trim, Cfp®, Cpa, Cva

Allen Trim, Cfp®, Cpa, Cva Email and Phone Number

President @ Blue Summit Wealth Management
San Diego, CA, US
Allen Trim, Cfp®, Cpa, Cva's Location
San Diego, California, United States, United States
Allen Trim, Cfp®, Cpa, Cva's Contact Details

Allen Trim, Cfp®, Cpa, Cva work email

Allen Trim, Cfp®, Cpa, Cva personal email

Allen Trim, Cfp®, Cpa, Cva phone numbers

About Allen Trim, Cfp®, Cpa, Cva

Allen Trim, Cfp®, Cpa, Cva is a President at Blue Summit Wealth Management. He possess expertise in access, excel, accounting, financial analysis, powerpoint and 38 more skills.

Allen Trim, Cfp®, Cpa, Cva's Current Company Details
Blue Summit Wealth Management

Blue Summit Wealth Management

View
President
San Diego, CA, US
Website:
bluesummitwealth.com
Employees:
3
Allen Trim, Cfp®, Cpa, Cva Work Experience Details
  • Blue Summit Wealth Management
    President
    Blue Summit Wealth Management
    San Diego, Ca, Us
    View

Allen Trim, Cfp®, Cpa, Cva Skills

Access Excel Accounting Financial Analysis Powerpoint Financial Reporting Forecasting Budgeting Sql Data Analysis Financial Planning Financial Modeling Public Speaking Writing Strategic Financial Planning Business Development Analysis Business Planning Business Analysis Finance Risk Management Business Intelligence Vba Auditing Economics Change Management Microsoft Excel Due Diligence Business Strategy Financial Accounting Budgets Internal Controls Investments Project Management Business Process Improvement Valuation Hyperion Enterprise Management Team Leadership Leadership Essbase Strategy Strategic Planning

Frequently Asked Questions about Allen Trim, Cfp®, Cpa, Cva

What company does Allen Trim, Cfp®, Cpa, Cva work for?

Allen Trim, Cfp®, Cpa, Cva works for Blue Summit Wealth Management

What is Allen Trim, Cfp®, Cpa, Cva's role at the current company?

Allen Trim, Cfp®, Cpa, Cva's current role is President.

What is Allen Trim, Cfp®, Cpa, Cva's email address?

Allen Trim, Cfp®, Cpa, Cva's email address is tr****@****ail.com

What is Allen Trim, Cfp®, Cpa, Cva's direct phone number?

Allen Trim, Cfp®, Cpa, Cva's direct phone number is +185883*****

What are some of Allen Trim, Cfp®, Cpa, Cva's interests?

Allen Trim, Cfp®, Cpa, Cva has interest in Environment, Arts And Culture, Health.

What skills is Allen Trim, Cfp®, Cpa, Cva known for?

Allen Trim, Cfp®, Cpa, Cva has skills like Access, Excel, Accounting, Financial Analysis, Powerpoint, Financial Reporting, Forecasting, Budgeting, Sql, Data Analysis, Financial Planning, Financial Modeling.

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