Calvin C. Upton V Email & Phone Number

Exploring the Road Less Traveled: Fostering Collaboration and Teamwork -- As a global trekker, Calvin’s keen appreciation of diverse cultures and understanding of different viewpoints translates into discovering the right solutions for all his clients. His ability to make collaborative connections with clients and colleagues results in a working environment deeply rooted by Crowe's CORE values - Care, Trust, Courage and Stewardship. With over twenty years of experience in public accounting and the benefit plan services industry, Calvin has cultivated a comprehensive skillset that has propelled his success within the Firm. As a dedicated partner in Crowe's Benefit Plan Services audit practice, Calvin exclusively focuses on the oversight of benefit plan audits and has experience auditing hundreds of large benefit plans throughout his career, including various types of defined contribution, defined benefit, health & welfare plans and SEC-registered plans. Additionally, Calvin's deep specialization and knowledge in the benefit plan industry has resulted in him becoming a go-to industry subject matter expert for clients and he often speaks on industry-related topics. Calvin's philosophy centers on understanding the 'why' to better evaluate the 'how’, a mindset enriched by his passion for travel and exposure to diverse cultures. This global perspective has honed his leadership skills, enabling him to strive to offer the most collaborative service to his clients. He takes pride in fostering relationships with his clients, considering their growth and technical needs as integral to his clients and his team’s success.His genuine curiosity and calm demeanor allow Calvin to formulate ideas in a clear and articulate manner—often resulting in answers only found on the road less traveled.Education & Certifications • Bachelor of Science, Accounting, Virginia Tech • Certified Public Accountant | Texas, Puerto Rico • Advanced Defined Contribution Plans Audit (AICPA) • Advanced Defined Benefit Plans Audit (AICPA)Professional Affiliations • Member of the American Institute of Certified Public Accountants (AICPA) • Member of the Texas Society of Certified Public Accountants (TXCPA) • Served on the AICPA Employee Benefit Plan Expert Panel (May 2021-22)

Listed skills include Financial Reporting, Accounting, Gaap, Internal Controls, and 11 others.

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  Virginia Tech

  Accounting