Keith Wong Email and Phone Number
Keith Wong work email
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Keith Wong personal email
Have experience in tax at a public accounting firm for all different types of entities and individuals. Some other experience I have is building financial models for private equity, hedge funds and venture capital firms. These models value their private investment portfolio companies and merger and acquisition deals.
Ymca Of The Usa
View- Website:
- graystoneca.com
- Employees:
- 6
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Certified Personal Trainer, Group Fitness TrainerYmca Of The UsaEncinitas, Ca, Us
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AssociateGraystone Capital Advisors Sep 2024 - Present -
Senior Accounting ConsultantRealty Income Corporation Jul 2024 - Aug 2024Helped with transfer tax projects of acquisition deals needing to pay off remaining taxes in their prospective regions. -
AnalystVrc (Valuation Research Corporation) Feb 2022 - Jan 2024Building financial models for private equity, hedge fund and venture capital companies. Valuing private portfolio investments and merger and acquisition deals. -
Staff Ii Accountant, Eisner Advisory Group Llc At EisneramperEisneramper Nov 2020 - Feb 2022Preparing tax returns for sole proprietors, partnerships, LLCs, s-corps, c-corps, and all other business entities. Build client trial balances, help with tax planning for the future and help clients game plan for approaches to take when starting businesses. -
Procurement AgentUc Santa Barbara Sep 2019 - Jul 2020Used the school network and visual compliance software to verify federal compliance guidelines with current vendors of the University of California, Santa Barbara. Additionally helped with office filing and side projects such as presentations for eco-friendly products to be endorsed for going green initiatives across college campuses. -
Delivery DriverLeucadia Pizza Rsf Inc Mar 2017 - Dec 2019Rancho Santa Fe, CaliforniaProvide customer service over the phone and in person, as well as quick deliveries for food. Have 6 months of bussing experience as well. -
Accounting ConsultantAdaptium Technology Feb 2019 - Jun 2019Matched and sorted company expenses on Quickbooks in preparation for tax purposes.Remotely worked with the CEO to identify company expenses through invoice expenses on Stripe. -
Social Media Marketing InternPacific Sotheby`S International Realty May 2018 - Jan 2019Rancho Santa Fe, CaliforniaManaged Social Media accounts such as Linkedin, Instagram, Facebook, etc. for real estate agent Norma Walter.Aided in the showing of open houses during the week, as well as assisting in computer related issues for the realtor. -
Research And Administrative AssistantCarter Financial Aug 2018 - Sep 2018Rancho Santa Fe, CaliforniaResearch ETFs and Mutual funds, to comprise data in the creation of portfolio summaries on Morningstar containing chart data as well as percentage growth summaries at different rates of aggression.Acquired and dispatched mail to the post office, calligraphed handwritten letters as well as drafted emails.Assisted in the research of making presentations for clients. -
InternPerfectna, Inc. Jul 2018 - Aug 2018Carlsbad, CaResearch intern at Fintech company Perfectna. Used Excel to comprise a list of Venture Capital firms and upper management to reach out to for Series B funding. -
Business DevelopmentOpus Productivity Solutions Jun 2018 - Aug 2018Research Venture Capital firms for contact and background information on their clients, specifically reaching out to VP of sales or Chief Revenue Officers to offer our personality assessment test in the hopes of assisting them in the hiring process for any positions within their company.Inputting this information into the OPUS database where I would work with the President Bob Kreisberg on following up with these potential clients. -
Delivery DriverPizza Nova Aug 2016 - Feb 2017Solana Beach, CaliforniaProvided customer service over the phone and in person, as well as quick deliveries for food.
Keith Wong Skills
Keith Wong Education Details
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Economics And Accounting
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Economics And Accounting
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Allied Real Estate SchoolReal Estate -
Torrey Pines High SchoolHigh School Diploma
Frequently Asked Questions about Keith Wong
What company does Keith Wong work for?
Keith Wong works for Ymca Of The Usa
What is Keith Wong's role at the current company?
Keith Wong's current role is Certified Personal Trainer, Group Fitness Trainer.
What is Keith Wong's email address?
Keith Wong's email address is ke****@****mper.sg
What schools did Keith Wong attend?
Keith Wong attended Uc Santa Barbara, Uc Santa Barbara, Miracosta College, Allied Real Estate School, Torrey Pines High School.
What skills is Keith Wong known for?
Keith Wong has skills like Leadership, Team Building, Social Media, Accounting, Business, Great Mindset, Data Entry, Microsoft Powerpoint, Data Analysis, Business Development, Communication, Strategic Planning.
Who are Keith Wong's colleagues?
Keith Wong's colleagues are Adam Vranian, Matthew Hardke, Kevin Cosandey, Jocelyn Hope Garcia, Ryan Clakley, Brent Zoller, Ayman Younan.
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Keith Wong
San Francisco, Ca4yahoo.com, kiip.me, adobe.com, adobe.com4 +141562XXXXX
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Keith Wong
San Diego, Ca -
Keith Wong
New York City Metropolitan Area -
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2ebigcorp.com, ebigcorp.com2 +183258XXXXX
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