Fred W. Lundin, Cpa Pfs

Fred W. Lundin, Cpa Pfs Email and Phone Number

Entrepreneur CPA & Builder of Cool Things @ FWL Ventures
Fred W. Lundin, Cpa Pfs's Location
Chicago, Illinois, United States, United States
Fred W. Lundin, Cpa Pfs's Contact Details

Fred W. Lundin, Cpa Pfs work email

Fred W. Lundin, Cpa Pfs personal email

n/a
About Fred W. Lundin, Cpa Pfs

Experienced financial and accounting professional with a demonstrated history of working in the financial services and accounting industries. Skilled in IT strategy development and implementations, investment advisory, alternative investments, critical thinking, and business strategy & consulting. Focused on creating value and enabling profitability for businesses through strategic analysis, critical thinking, integration, automation and intentional planning.

Fred W. Lundin, Cpa Pfs's Current Company Details
FWL Ventures

Fwl Ventures

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Entrepreneur CPA & Builder of Cool Things
Fred W. Lundin, Cpa Pfs Work Experience Details
  • Fwl Ventures
    Managing Director & Ceo
    Fwl Ventures Mar 2021 - Present
    We work with startups of all sizes to assist them through operational hurdles and exponential growth.
    View
  • Fred Lundin Cpa Llc
    Managing Partner
    Fred Lundin Cpa Llc Jan 2019 - Present
    Chicago, Il, Us
    Forward thinking CPA accounting and technology consulting firm focused on empowering businesses with accurate & insightful accounting data while leveraging innovative, secure, and integrated technology platforms.
    View
  • Technology Toolbox
    Chief Executive Officer
    Technology Toolbox Feb 2021 - Present
    Chicago, Il, Us
    View
  • The Work Anywhere Co
    Chief Executive Officer
    The Work Anywhere Co Feb 2021 - Present
    Focused on delivering comprehensive technology solutions to small businesses.
    View
  • Sales Tax Ninjas
    Chief Executive Officer
    Sales Tax Ninjas Feb 2021 - Present
    Focus on assisting e-commerce businesses with sales tax compliance and overall operational excellence.
    View
  • Ria Consulting Solutions
    Chief Executive Officer
    Ria Consulting Solutions Feb 2021 - Present
    Chicago, Il, Us
    View
  • Northern Trust Corporation
    Institutional Investment Product Manager Front Office Solutions
    Northern Trust Corporation Jun 2019 - Feb 2021
    Chicago, Illinois, Us
    2nd Vice President for the Front Office Solutions Middle Office Services Group at Northern Trust. Our goal is to enable asset owners access to the most accurate and complete investment data decision making framework, while ensuring a comprehensive service model that exceeds expectations.
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  • Tc Wealth Partners
    Senior Account Executive
    Tc Wealth Partners Aug 2016 - Jun 2019
    Downers Grove, Il, Us
    View
  • Raymond James Financial, Inc.
    Certified Financial Planner™
    Raymond James Financial, Inc. May 2014 - Aug 2016
    St. Petersburg, Florida, Us
    View
  • Raymond James Financial, Inc.
    Registered Sales Assistant
    Raymond James Financial, Inc. May 2012 - May 2014
    St. Petersburg, Florida, Us
    View
  • Crossroads Financial
    Case Design Specialist & Financial Representative (Summer Internship)
    Crossroads Financial May 2011 - Sep 2011
  • Dottenwhy Financial
    Financial Representative & Marketing Internship
    Dottenwhy Financial Dec 2009 - Mar 2011
  • Northwestern Mutual
    Financial Representative Intern
    Northwestern Mutual Jul 2008 - Apr 2010
    Milwaukee, Wi, Us
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Fred W. Lundin, Cpa Pfs Skills

Alternative Investments It Strategy Financial Advisory Consulting Cpa Strategic Partnerships Adobe Acrobat Business Relationship Management Retirement Planning Data Analysis Finance Series 66 Investment Advisory Strategic Planning Wealth Management Financial Accounting Accounting Software Pricing Strategy Project Accounting Critical Thinking Private Equity Business Strategy Analytical Skills Strategic Communications Marketing Strategy Series 7 Investment Management

Fred W. Lundin, Cpa Pfs Education Details

  • St. Norbert College
    St. Norbert College
    Accounting And Economics (Cpa Eligible)
  • Boston University
    Boston University
    Certified Financial Planner
  • Wausau West Highschool
    Wausau West Highschool
    High School

Frequently Asked Questions about Fred W. Lundin, Cpa Pfs

What company does Fred W. Lundin, Cpa Pfs work for?

Fred W. Lundin, Cpa Pfs works for Fwl Ventures

What is Fred W. Lundin, Cpa Pfs's role at the current company?

Fred W. Lundin, Cpa Pfs's current role is Entrepreneur CPA & Builder of Cool Things.

What is Fred W. Lundin, Cpa Pfs's email address?

Fred W. Lundin, Cpa Pfs's email address is fr****@****mfn.com

What schools did Fred W. Lundin, Cpa Pfs attend?

Fred W. Lundin, Cpa Pfs attended St. Norbert College, Boston University, Wausau West Highschool.

What skills is Fred W. Lundin, Cpa Pfs known for?

Fred W. Lundin, Cpa Pfs has skills like Alternative Investments, It Strategy, Financial Advisory, Consulting, Cpa, Strategic Partnerships, Adobe Acrobat, Business Relationship Management, Retirement Planning, Data Analysis, Finance, Series 66.

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