Daniel Basch, Cpa/Abv, Mba, Cva Email and Phone Number
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Experienced Chief Financial Officer and Business Valuation Expert with a demonstrated history of working in both the accounting and financial services industry. Strong business development professional with a Master of Business Administration (M.B.A.) focused in Accounting from St. John Fisher College.
Aperture Llc
View- Website:
- aperturellc.com
- Employees:
- 210
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Vice President, Valuation ServicesAperture LlcUnited States
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PartnerRoberts Accounting, Cpas, P.C. Jun 2020 - PresentRochester, New York, UsAs the CFO and Director of Business Relations at Roberts Accounting, CPAs, P.C., I drive the company's financial planning, perform risk management by analyzing the organization's liabilities, control and evaluate the organization's capital structure, ensure cash flow is appropriate for the organization's operations, supervise personnel, prepare reliable current and forecasting reports, and ensure compliance with the law and company's policies. Additionally, I focus on developing new client relationships while strengthening established client relationships. -
Managing PartnerStrong Tower Valuations, Llc Feb 2021 - PresentAs the Managing Partner of Strong Tower Valuations, LLC, I conduct business valuations for litigation support services as well expert witness testimony in cases regarding marital dissolution, shareholder disputes, commercial litigation, business interruption claims, personal damage calculations, and lost profits. -
Chief Financial OfficerTaxexact For Accountants Jun 2020 - Jan 2023Spencerport, Ny, UsTaxExact is a secure, cloud-based tax verification tool that eliminates errors in preparation and dramatically reduces review time. With features that can train the most inexperienced staff to produce accurate tax returns, your final review time will be reduced to minutes...giving you precious time back to focus on the story inside the return that makes you the trusted advisor your clients deserve and expect. -
Sr. Tax ExpertIntuit Jan 2019 - Jun 2020Mountain View, California, UsI provided Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers by applying defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. I utilized and leveraged government websites, professional resources and team expertise to seek out and deliver the right answer to the customer in addition to documenting customer interactions and representing the Intuit TurboTax brand. -
Commercial Real Estate Relationship ManagerEsl Federal Credit Union Apr 2019 - May 2020Rochester, Ny, UsAs a CRE Relationship Manager in Commercial Banking, my role was exclusively devoted to the generation and management of a portfolio of Commercial Real Estate transactions, including Investment Real Estate and Construction Projects. -
Business Banking Relationship Manager IiEsl Federal Credit Union Nov 2017 - Apr 2019Rochester, Ny, UsAs a Relationship Manager II in Business Banking, I worked with larger, more complex current and prospective ESL Business Banking customers to identify their needs and then developed the right tailored solution to meet those needs.
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Business Banking Relationship Manager IEsl Federal Credit Union Apr 2015 - Nov 2017Rochester, Ny, UsAs a Relationship Manager in Business Banking, I worked with current and prospective ESL Business Banking customers to identify their needs and then developed the right tailored solution to meet those needs.
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Small Business Banking, AvpFirst Niagara Bank Sep 2013 - Apr 2015Buffalo, Ny, UsAs a Small Business Banker, I was a trusted advisor whose primary focus was on new business development and relationship management within an assigned territory. I had the responsibilities of sourcing, structuring and presenting business lending opportunities appropriate for clients up to $3MM in revenue. -
Assistant Branch ManagerCitizens Bank Sep 2010 - Sep 2013Providence, Rhode Island, UsAs the Assistant Branch Manger, I demonstrated the ability to acquire new business relationships by being a brand ambassador within the community. In doing so I was consistently ranked #1 in sales for the Rochester region far exceeding goals. Through personal example I provided sales leadership to ensure franchise growth through building relationships as a trusted advisor and regularly monitored team sales results. I was also responsible for daily operations, including management of Teller, Bankers, and Teller Manager. -
Relationship BankerCitizens Bank Aug 2009 - Sep 2010Providence, Rhode Island, Us
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TellerCitizens Bank Mar 2009 - Aug 2009Providence, Rhode Island, Us
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Hospitality ManagerBuffalo Wild Wings Jan 2006 - Jan 2011Atlanta, Georgia, Us
Daniel Basch, Cpa/Abv, Mba, Cva Skills
Daniel Basch, Cpa/Abv, Mba, Cva Education Details
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St. John Fisher UniversityAccounting -
Suny CantonFinance
Frequently Asked Questions about Daniel Basch, Cpa/Abv, Mba, Cva
What company does Daniel Basch, Cpa/Abv, Mba, Cva work for?
Daniel Basch, Cpa/Abv, Mba, Cva works for Aperture Llc
What is Daniel Basch, Cpa/Abv, Mba, Cva's role at the current company?
Daniel Basch, Cpa/Abv, Mba, Cva's current role is Vice President, Valuation Services.
What is Daniel Basch, Cpa/Abv, Mba, Cva's email address?
Daniel Basch, Cpa/Abv, Mba, Cva's email address is db****@****esl.org
What is Daniel Basch, Cpa/Abv, Mba, Cva's direct phone number?
Daniel Basch, Cpa/Abv, Mba, Cva's direct phone number is +158533*****
What schools did Daniel Basch, Cpa/Abv, Mba, Cva attend?
Daniel Basch, Cpa/Abv, Mba, Cva attended St. John Fisher University, Suny Canton.
What are some of Daniel Basch, Cpa/Abv, Mba, Cva's interests?
Daniel Basch, Cpa/Abv, Mba, Cva has interest in Economic Empowerment.
What skills is Daniel Basch, Cpa/Abv, Mba, Cva known for?
Daniel Basch, Cpa/Abv, Mba, Cva has skills like Banking, Small Business Lending, Sales, Consumer Lending, Credit, Finance, Notary Public, Relationship Management, Commercial Banking, Commercial Lending, Mortgage Lending, Leadership.
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