James Svoboda Email and Phone Number
Combining my accounting expertise with financial services, I offer my clients a comprehensive and well-rounded approach to building their wealth. By integrating both areas, I provide valuable insights and strategies to help my clients make informed decisions to achieve their goals and financial plans!
Rogers Wood Hill Starman & Gustason
View- Website:
- rwhsgcpa.com
- Employees:
- 21
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Chief Financial OfficerPrizm Financial Advisors Mar 2023 - Present
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Audit AssociateRogers Wood Hill Starman & Gustason Aug 2020 - PresentNaples, Florida, United States -
Staff AccountantCovati & Janhsen Cpa'S Pc Jan 2017 - Aug 2020Port Jefferson Station, New York -
Assistant Dock ManagerJacksons Marina Jul 2008 - Jan 2017On the dock- Assist customers in fueling up their boats, bring loads of ice and/or bait to them if they need it.- Help get customers into their boat slips by setting lines and making sure they're tied up properly for the rise/fall of the tides.- Making myself available to assist the customers with all their needs.In the yard- Assist in the process of hauling/launching boats - Pick up and organize blocking, and boat stands- Shrink wrapping- Bottom painting - Yard maintenance In the ship store - Assist the customers with finding products- Cashier - Answer phone calls, and schedule work orders- Speak with accounts to replenish products, such as ship supplies, and ice/bait inventoriesManagement-Create employee schedules for seasonal hires-Assign job tasks to seasonal employees, and revisit to make sure the tasks were completed
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Licensed AgentNew York Life Insurance Company Nov 2015 - Jan 2016570 Expressway Dr. S. Medford, New York 11763Agent licensed to sell insurance through New York Life Insurance Company. -
Stock AssociateAmerican Eagle Outfitters Inc. Nov 2009 - Mar 2014-Maximize selling potential by ensuring the efficient and effective flow of merchandise from the stock room to the sales floor-Responsible for maintaining the standard expected for shipment processing, replenishment, markdowns, and merchandising.-Partner with store management to ensure that all tasks and objectives are executed properly -Assisted in meeting store goals on four consecutive Black Friday's
James Svoboda Education Details
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Stony Brook University, State University Of New YorkBusiness Management -
Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about James Svoboda
What company does James Svoboda work for?
James Svoboda works for Rogers Wood Hill Starman & Gustason
What is James Svoboda's role at the current company?
James Svoboda's current role is CFO and Director of Operations of PRIZM | Helping founders & businesses implement and improve their accounting systems..
What schools did James Svoboda attend?
James Svoboda attended Stony Brook University, State University Of New York, Suffolk County Community College.
Who are James Svoboda's colleagues?
James Svoboda's colleagues are Tom Gano, Cpa, Julian Lieberman, Maddie Carter, Ronald Gustason, Kim Chen, Ellen Eichler, Barbara Read.
Not the James Svoboda you were looking for?
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James Svoboda, AICP
Assistant Director Of Planning And Sustainability At City Of Franklin TennesseeNashville Metropolitan Area4yahoo.com, abheonline.com, gallatin-tn.gov, franklintn.gov4 +180868XXXXX
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5mnsearch.org, gmail.com, yahoo.com, yahoo.com, webranking.com
3 +161256XXXXX
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