Jason Mahn, Cpa
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Jason Mahn, Cpa Email & Phone Number

Vice President, Advice Strategy and Advisor, Personal Office® at NorthRock Partners
Location: Appleton, Wisconsin, United States 6 work roles 1 school
1 work email found @northrockpartners.com 2 phones found area 414 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@northrockpartners.com
Direct phone (414) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NorthRock Partners
Role
Vice President, Advice Strategy and Advisor, Personal Office®
Location
Appleton, Wisconsin, United States
Company size
209 employees

Who is Jason Mahn, Cpa? Overview

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Quick answer

Jason Mahn, Cpa is listed as Vice President, Advice Strategy and Advisor, Personal Office® at NorthRock Partners, a company with 209 employees, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at northrockpartners.com, phone signal with area code 414, and a matched LinkedIn profile for Jason Mahn, Cpa.

Jason Mahn, Cpa previously worked as Advisor, Personal Office™ at Northrock Partners and Financial Advisor at Rbc Wealth Management. Jason Mahn, Cpa holds Bba, Majors In Accounting And Finance, Information Systems Minor from University Of Wisconsin-Eau Claire.

Company email context

Email format at NorthRock Partners

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*@northrockpartners.com
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AeroLeads found 1 current-domain work email signal for Jason Mahn, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Jason Mahn, Cpa

I help corporate leaders and founders within 10 years of retirement paint a clear path to financial independence. Today’s financial and tax landscape is more complicated than ever before. I strive to understand the intersections of client’s cashflow, estate and tax planning needs and apply strategies to ensure they are most efficiently integrated. Too often, these areas of advice are disconnected, or the complexities are misunderstood, leading to costly long-term impacts for clients and their families.At NorthRock, we work to support your ambition and unlock your greatest potential. NorthRock delivers targeted, efficient solutions tailored to fit your unique vision. We integrate holistic client services with best-in-class coaching to help our clients live their best lives.

Listed skills include Accounting, Auditing, Financial Reporting, Tax, and 11 others.

Current workplace

Jason Mahn, Cpa's current company

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NorthRock Partners
Northrock Partners
Vice President, Advice Strategy and Advisor, Personal Office®
Appleton, WI, US
Website
northrockpartners.com
Employees
209
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Company profile
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6 roles

Jason Mahn, Cpa work experience

A career timeline built from the work history available for this profile.

Vice President, Advice Strategy And Advisor, Personal Office®

Northrock Partners

Appleton, WI, US

Advisor, Personal Office™

Current
Northrock Partners

Appleton, Wisconsin, United States

NorthRock Partners is a wealth advisory firm (a registered investment advisor) focused on providing comprehensive, integrated wealth management services to the affluent and emerging affluent marketplace. NorthRock serves clients throughout the United States; supporting our clients with a staff of professionals fully dedicated to our clients' financial.

Feb 2022 - Present

Manager Of Financial Reporting

Plexus Corp.

Neenah, WI

Technical Accounting: - Led a global team of 25+ cross-functional managers to implement the new revenue recognition standard and associated controls. Presented monthly progress reports to a team of C-suite executives.- Research accounting rules and clearly communicate impacts, including writing technical accounting memos for the CFO, Corporate Controller.

Dec 2016 - Dec 2018

Senior Sec Reporting Analyst

Plexus Corp.

Neenah, WI

SEC Reporting: - Prepared various SEC reports including 8-Ks, 10-Qs and 10-Ks, including drafting the documents and collaboration with internal and external accounting and legal teams.Technical Accounting: - Researched accounting rules and communicated findings, including writing technical accounting memos for the Corporate Controller and External.

Sep 2015 - Dec 2016

Senior Associate

Pwc

Greater Milwaukee Area

Earned a ‘Top Performer’ rating during the FY15 annual performance review (top 5% of my peers) resulting in promotion to senior associate.Earned an ‘Outstanding Performer’ rating during the FY13 and FY14 annual performance reviews (top 10% of my peers).Established a strong knowledge base of SEC and PCAOB financial statement requirements and an effective.

Aug 2012 - Sep 2015
Team & coworkers

Colleagues at NorthRock Partners

Other employees you can reach at northrockpartners.com. View company contacts for 209 employees →

CN Cole Nasby Cole Nasby Colleague at Northrock PartnersGreater Minneapolis-St. Paul Area, United States View → LG Laura Gilleland, M.A. Laura Gilleland, M.A. Colleague at Northrock PartnersSt Paul, Minnesota, United States, United States View → AG Amy Gimbel Amy Gimbel Colleague at Northrock PartnersAlexandria, Minnesota, United States, United States View → JH Joe Hird Joe Hird Colleague at Northrock PartnersMinneapolis, Minnesota, United States, United States View → CM Char Myren Char Myren Colleague at Northrock PartnersAlexandria, Minnesota, United States, United States View → GS Grant Soderberg, Cpa Grant Soderberg, Cpa Colleague at Northrock PartnersMinneapolis, Minnesota, United States, United States View → JL Jared Lorts Jared Lorts Colleague at Northrock PartnersGreater Minneapolis-St. Paul Area, United States View → SH Sean Hanson, Cfp®, Crpc™, Apma™ Sean Hanson, Cfp®, Crpc™, Apma™ Colleague at Northrock PartnersSan Francisco, California, United States, United States View → CT Chad Thalheimer, Cfp®, Cpwa® Chad Thalheimer, Cfp®, Cpwa® Colleague at Northrock PartnersGreater Chicago Area, United States View → HR Heather Rosen, J.D. Heather Rosen, J.D. Colleague at Northrock PartnersGreater Chicago Area, United States View →
1 education record

Jason Mahn, Cpa education

FAQ

Frequently asked questions about Jason Mahn, Cpa

Quick answers generated from the profile data available on this page.

What company does Jason Mahn, Cpa work for?

Jason Mahn, Cpa works for NorthRock Partners.

What is Jason Mahn, Cpa's role at NorthRock Partners?

Jason Mahn, Cpa is listed as Vice President, Advice Strategy and Advisor, Personal Office® at NorthRock Partners.

What is Jason Mahn, Cpa's email address?

AeroLeads has found 1 work email signal at @northrockpartners.com for Jason Mahn, Cpa at NorthRock Partners.

What is Jason Mahn, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 414 for Jason Mahn, Cpa at NorthRock Partners.

Where is Jason Mahn, Cpa based?

Jason Mahn, Cpa is based in Appleton, Wisconsin, United States while working with NorthRock Partners.

What companies has Jason Mahn, Cpa worked for?

Jason Mahn, Cpa has worked for Northrock Partners, Rbc Wealth Management, Plexus Corp., and Pwc.

Who are Jason Mahn, Cpa's colleagues at NorthRock Partners?

Jason Mahn, Cpa's colleagues at NorthRock Partners include Cole Nasby, Laura Gilleland, M.A., Amy Gimbel, Joe Hird, and Char Myren.

How can I contact Jason Mahn, Cpa?

You can use AeroLeads to view verified contact signals for Jason Mahn, Cpa at NorthRock Partners, including work email, phone, and LinkedIn data when available.

What schools did Jason Mahn, Cpa attend?

Jason Mahn, Cpa holds Bba, Majors In Accounting And Finance, Information Systems Minor from University Of Wisconsin-Eau Claire.

What skills is Jason Mahn, Cpa known for?

Jason Mahn, Cpa is listed with skills including Accounting, Auditing, Financial Reporting, Tax, Financial Accounting, Gaap, Sec Filings, and Tax Research.

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