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@karpasadvisors.com
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2 phones found area 714
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LinkedIn matched
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Katherine Wheaton is listed as Director Of Business Operations at Kanani Advisory Group, a company with 4 employees, based in Lake Forest, California, United States. AeroLeads shows a work email signal at karpasadvisors.com, phone signal with area code 714, and a matched LinkedIn profile for Katherine Wheaton.
Katherine Wheaton previously worked as Business Consultant at Karpas Advisors and Division Business Officer, AVP at Hntb. Katherine Wheaton holds Bachelor Of Science (Bs), Accounting And Business/Management from State University Of New York College At Buffalo.
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AeroLeads found 1 current-domain work email signal for Katherine Wheaton. Compare company email patterns before reaching out.
Finance and Business Operations Leader who excels in assisting clients develop and implement best business practices resulting in business growth, higher profit margins, and exceptional cash flow. Skilled at formulating initiative strategies and implementing through tactical execution to achieve results. A problem solver who enjoys new challenges and promotes an environment of collaboration.
Listed skills include Finance, Budgets, Cash Management, Business Process, and 20 others.
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Irvine, CA
Kanani Advisory Group creates wealth management and sound retirement income strategies for individuals in or nearing retirement. Business operations executes the elements of the designed financial strategy and provides a customized client service experience for each of our clients.
Corona Del Mar, CA
Business advisory services linking accounting with business operations to achieve optimum results. All areas of general accounting, budget/forecast/reporting, process & workflow improvement. Assessment and action plan development through execution to align with client needs. Staff recruiting and development, team building, change management, succession.
Santa Ana, CA
Direct Financial/Business Operations for West Division:Implementation of a plan to achieve double digit earnings and revenue growthCreate and develop a business organization and practices to achieve financial and operational resultsManage business operations to aggressively build margin and maximize cash Direct defined annual business process to achieve.
Irvine, CA
Management of finance and operations for Promotional Merchandise division of an international full-service marketing agency. Directed strategic business planning and execution resulting in double digit divisional growth in sales and profits.
Anaheim, CA
Management of finance and administration for a wholly owned subsidiary of the Coors Brewing Company. Directed budget, forecasting, and general accounting functional areas while streamlining processes and reducing overhead costs.
Other employees you can reach at kananiadvisorygroup.com. View company contacts for 4 employees →
Neda Kanani
Colleague at Kanani Advisory GroupSanta Monica, California, United States, United States
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LP
Leila Parvaneh
Colleague at Kanani Advisory GroupIrvine, California, United States, United States
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VF
Veronica Felipe
Colleague at Kanani Advisory GroupFullerton, California, United States, United States
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Quick answers generated from the profile data available on this page.
Katherine Wheaton works for Kanani Advisory Group.
Katherine Wheaton is listed as Director Of Business Operations at Kanani Advisory Group.
AeroLeads has found 1 work email signal at @karpasadvisors.com for Katherine Wheaton at Kanani Advisory Group.
AeroLeads has found 2 phone signal(s) with area code 714 for Katherine Wheaton at Kanani Advisory Group.
Katherine Wheaton is based in Lake Forest, California, United States while working with Kanani Advisory Group.
Katherine Wheaton has worked for Kanani Advisory Group, Karpas Advisors, Hntb, Alcone Marketing Group, and Coors Distributing Company.
Katherine Wheaton's colleagues at Kanani Advisory Group include Neda Kanani, Leila Parvaneh, and Veronica Felipe.
You can use AeroLeads to view verified contact signals for Katherine Wheaton at Kanani Advisory Group, including work email, phone, and LinkedIn data when available.
Katherine Wheaton holds Bachelor Of Science (Bs), Accounting And Business/Management from State University Of New York College At Buffalo.
Katherine Wheaton is listed with skills including Finance, Budgets, Cash Management, Business Process, Business Process Improvement, Change Management, Contract Management, and Internal Controls.
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