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Dana Thibodeau, Cpa, Fpqp™ is listed as Financial Coach with Learn Money and Retirement Specialist at Staffscapes at Learn Money Financial Coaching, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Dana Thibodeau, Cpa, Fpqp™.
Dana Thibodeau, Cpa, Fpqp™ previously worked as Financial Coach at Learn Money Financial Coaching and Retirement Specialist at Staffscapes. Dana Thibodeau, Cpa, Fpqp™ holds Master'S Degree, Accounting from University Of Denver - Daniels College Of Business.
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Dana is an alumni of the University of Denver Master of Accountancy program and holds a Bachelor's in Finance from the University of Denver. She has a passion for personal finance and self growth. Dana is currently pursuing a CFP designation, is a licensed financial coach, licensed paraplanner and certified public accountant (CPA). With over three years experience in Wealth Management and a strong educational background, Dana is excited to make a splash in the industry. Her mission is to help people sleep better at night knowing their money is taken care of but ask her how she plans to do this in a unique way.
Listed skills include Leadership, Team Leadership, Public Speaking, Microsoft Office, and 18 others.
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I am here to help you sleep better at night knowing your money is taken care of. Money is personal and my one-on-one coaching program is personal to you. Through financial coaching I teach my clients to take control of their finances, live debt free, grow wealth, spend guilt free and save for their dreams. I am passionate that we can all use money as a.
Westminster, CO, US
Support small businesses in empowering their employees financial wellness through retirement plans. Staffscapes is a proud Colorado PEO working with small businesses on solving key business challenges. We are a team of specialist supporting our clients with the businesses they passionately own. From HR and payroll to specialized benefits packages we ar.
Southfield, Michigan, US
Responsible for the preparation of tax returns in the high-net-worth division. Prepared new and rollover returns for partnerships, corporations, individuals, gifts, trust and more. Collaborated with a review team as well as clients to complete returns to the highest standards start to finish. Proficient on multiple tax software’s, workpapers, and planning.
Austin, Texas, US
Collaborate with financial advisors to develop systems and processes to improve financial planning throughout the company while contributing to investment, cash flow and tax reviews. Completed quarterly client reviews with the advisor and managed systematic check-ins. Managed the roll out of financial planning software, Right Capital. Created marketing.
Westminster, CO, US
Performed live and document translations for Spanish speaking employees during the on-boarding process, primarily on benefit and insurance topics.
Greenwood Village, Colorado, US
Performed operations for customers and advisors, supported the development of financial plans using Navi plan software, learned the structure of wealth management advising, worked directly with financial advisors and served as customer care.
Greenwood Village, Colorado, US
Worked as an assistant in customer care, payroll, book keeping and general management.
Finance Intern with Denver Retirement Partners, Partnered with Bank of Oklahoma and Colorado State Bank & Trust. Managed role out of Black Diamond Wealth Software, life insurance customer support, compiled investment reviews, re-branding support, worked directly with financial advisors and learned the impact of financial advising on clients.
The Entreleaderhip conference and classes drove me to find my passion and career in financial planning.
Chanhassen, MN, US
Worked as a staff member in the Child Center at the Westminster location of Lifetime Fitness. Worked Kids Corner, ran activities, supervised and cared for kids age 3 months to 11 years
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Dana Thibodeau, Cpa, Fpqp™ works for Learn Money Financial Coaching.
Dana Thibodeau, Cpa, Fpqp™ is listed as Financial Coach with Learn Money and Retirement Specialist at Staffscapes at Learn Money Financial Coaching.
Dana Thibodeau, Cpa, Fpqp™ is based in Denver Metropolitan Area, United States, United States while working with Learn Money Financial Coaching.
Dana Thibodeau, Cpa, Fpqp™ has worked for Learn Money Financial Coaching, Staffscapes, Plante Moran, Cam Investor Solutions, and Nanny.
You can use AeroLeads to view verified contact signals for Dana Thibodeau, Cpa, Fpqp™ at Learn Money Financial Coaching, including work email, phone, and LinkedIn data when available.
Dana Thibodeau, Cpa, Fpqp™ holds Master'S Degree, Accounting from University Of Denver - Daniels College Of Business.
Dana Thibodeau, Cpa, Fpqp™ is listed with skills including Leadership, Team Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Event Planning, and Time Management.
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