Jose Cabrera

Jose Cabrera Email and Phone Number

Director of Investments at Dougherty Multi Family Office | Trust Company @ Dougherty
minneapolis, minnesota, united states
Jose Cabrera's Location
Wayzata, Minnesota, United States, United States
Jose Cabrera's Contact Details

Jose Cabrera personal email

n/a

Jose Cabrera phone numbers

About Jose Cabrera

Graduate of Saint John's University in Minnesota. Accounting major with Finance concentration. Student athlete at Saint John's.

Jose Cabrera's Current Company Details
Dougherty

Dougherty

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Director of Investments at Dougherty Multi Family Office | Trust Company
minneapolis, minnesota, united states
Employees:
4
Jose Cabrera Work Experience Details
  • Dougherty
    Director Of Investments
    Dougherty Dec 2024 - Present
  • Dougherty Multi Family Office | Trust Company
    Senior Investment Analyst
    Dougherty Multi Family Office | Trust Company Feb 2020 - Dec 2024
    Minneapolis, Mn
  • Dougherty Wealth Advisers Llc
    Client Manager
    Dougherty Wealth Advisers Llc Apr 2018 - Feb 2020
    Minneapolis, Minnesota
    Investment Management.
  • The Cause International
    Chief Financial Officer
    The Cause International Dec 2016 - Present
    Greater Minneapolis-St. Paul Area/Los Angeles
    I direct the Accounting & Finance department for The Cause International LLC. Developing and implementing accounting and finance processes for the company. Providing financial stability and regulation to the company. Advise the rest of the accounting and finance team, regarding deadlines and standards to be met, and general accounting and finance work.
  • So Cal Creation
    Director Of Finance
    So Cal Creation Jan 2019 - Jan 2020
    Los Angeles, California
  • 3M
    Pricing Analyst
    3M Jul 2017 - Mar 2018
    Maplewood, Mn
    • Worked in the HealthCare Business Group Department at 3M• Developing and Analyzing customer pricing reports • Making sure customers have the correct pricing and product contracts• Analyzing customer price changes and contract changes• Working specifically with Facilities Not Allowed, GPO’s, and Distributors • Working in Contract Management Systems, SAP, ERP, 3M Go Live• Supporting Chrageback, and Sales teams within the department• Developing programs in excel for data entry and analysis
  • College Of Saint Benedict And Saint John’S University
    Csb Club Sports Accountant
    College Of Saint Benedict And Saint John’S University Aug 2016 - May 2017
    Saint Joseph, Minnesota
    Accountant for the CSB Club Sports at the College of Saint Benedict. I partake in keeping track of all expenses that CSB club sports teams expend. As well as developing budgets for the school year for the Club sports teams. Developing financial reports to analyze the teams financial performance for the school year. I also work very closely with the schools business office to keep track of the overall funds for the teams. Meeting with the respective club sports and giving them advice on how to spend their money, as well as booking/buying anything they need.
  • College Of Saint Benedict And Saint John’S University
    It Services
    College Of Saint Benedict And Saint John’S University Sep 2015 - Aug 2016
    Saint Joseph, Mn
    IT Services office assistant, at the College of Saint Benedict and Saint John's University. Assist Students with technology problems regarding personal/school devices. Such as connection problems, software troubleshooting, and other miscellaneous problems. Answer phone calls for higher personnel as well as assisting them with any thing they need. Also keeping track of the departments laptop inventory, and scheduling our conference and training rooms through Microsoft excel and word.
  • Loon Cruise
    Chief Financial Officer
    Loon Cruise Apr 2016 - Nov 2016
    East Gull Lake, Mn
    Directed Financial Operations for the Loon Cruise LLC. Kept track of all financial records and transactions for the company. Developed quarterly reports for the company as well as budgets and forecasts for coming quarters. I also developed financial statements for the company, Balance Sheet, Income Statement, including other important accounting reports, such as depreciation schedules, loan schedules etc. I also helped prepare tax return forms for the company, working closely with the president.
  • Ssqtch
    Accounting And Finance Controller
    Ssqtch Apr 2016 - Sep 2016
    Collegeville, Minnesota
    Accounting and Finance Controller at SSQTCH media. At SSQTCH I currently am in charge of keeping track of all financial records for the company, working very closely with the CEO. I partake in all the bookkeeping for them, through the use of Wave Accounting software. I also make sure all transactions are recorded and verified. As well as sending invoices, receiving receipts and making sure all get processed. I also run their financial reports for their fiscal year. As well as preparing their tax documents. Also running analytics for their financial information and forecasting.
  • F.D. Thomas, Inc.
    Administrative Assistant
    F.D. Thomas, Inc. May 2015 - Aug 2015
    Central Point, Or
    Summer intern at F.D. Thomas, Inc. Help co-workers at the corporate office in various departments. Including HR dept, Project Management, and Accounting. Also working with Viewpoint Software, Microsoft office programs to enter employee data, project information/tracking, creating documents and spreadsheets for projects and running weekly reports regarding payroll for certain projects. As well as entering medical and training information for new employees and keeping files up to date, and entering payroll hours for employees on projects.
  • College Of Saint Benedict And Saint John’S University
    It Services Office Assistant
    College Of Saint Benedict And Saint John’S University Aug 2014 - May 2015
    Collegeville, Minnesota
    Help students with computer and connection problems. Answer phone calls for higher personnel, check out and sell laptops and Microsoft office respectively.
  • F.D. Thomas, Inc.
    Administrative Assistant
    F.D. Thomas, Inc. May 2014 - Aug 2014
    Central Point, Or
    Help Other Personnel in the corporate office with activities such as filing, scanning, paperwork organization, etc. Also working with Viewpoint Software for managing current projects in the company. Also using Microsoft office programs in the Accounting and Accounts Payable departments.
  • College Of Saint Benedict And Saint John’S University
    It Services Office Assistant
    College Of Saint Benedict And Saint John’S University Jan 2014 - May 2014
    Help students with computer and connection problems. Answer phone calls for higher personnel, check out and sell laptops and Microsoft office respectively.
  • Naumes Inc.
    Office Assistant
    Naumes Inc. Jun 2013 - Aug 2013
    Medford, Oregon
    Office Assistant for Naumes incorporated during the summer. Help the payroll department with input of daily time records for employees in the company. Use of Microsoft office and Microsoft dynamics.

Jose Cabrera Skills

Microsoft Office Microsoft Excel Customer Service Phone Etiquette Time Management Leadership Microsoft Dynamics Accounting Accounts Payable Payroll Telephone Skills Spanish Administrative Assistance Leader Microsoft Exchange Accounts Receivable Data Entry Office Administration Spreadsheets Office Management Administrative Assistants Invoicing Financial Accounting Visual Basic For Applications Visual Basic

Jose Cabrera Education Details

  • College Of Saint Benedict And Saint John'S University
    College Of Saint Benedict And Saint John'S University
    Accounting And Finance
  • South Medford High School
    South Medford High School

Frequently Asked Questions about Jose Cabrera

What company does Jose Cabrera work for?

Jose Cabrera works for Dougherty

What is Jose Cabrera's role at the current company?

Jose Cabrera's current role is Director of Investments at Dougherty Multi Family Office | Trust Company.

What is Jose Cabrera's email address?

Jose Cabrera's email address is jc****@****ets.com

What is Jose Cabrera's direct phone number?

Jose Cabrera's direct phone number is (310) 606*****

What schools did Jose Cabrera attend?

Jose Cabrera attended College Of Saint Benedict And Saint John's University, South Medford High School.

What skills is Jose Cabrera known for?

Jose Cabrera has skills like Microsoft Office, Microsoft Excel, Customer Service, Phone Etiquette, Time Management, Leadership, Microsoft Dynamics, Accounting, Accounts Payable, Payroll, Telephone Skills, Spanish.

Who are Jose Cabrera's colleagues?

Jose Cabrera's colleagues are Alex Wattermann, Sue Drury, Drake Hill, Mary Hoyt, Kristina Backes, Mba, Debra Lochner, Todd Witcraft, Cpa, Pfs.

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