Senior Tax Consultant
Wealthstone Tax Advisors
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Paul Breen Email & Phone Number
Senior Tax Consultant
at
WealthStone Tax Advisors
1 work email found
@sequoia-financial.com
2 phones found area 614
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Tax Consultant
Location
Columbus, Ohio, United States
Who is Paul Breen? Overview
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Quick answer
Paul Breen is listed as Senior Tax Consultant at WealthStone Tax Advisors, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at sequoia-financial.com, phone signal with area code 614, and a matched LinkedIn profile for Paul Breen.
Paul Breen previously worked as Senior Director at Sequoia Financial Group and Managing Partner at Wealthstone Tax Advisors. Paul Breen holds Ba, Accounting from University Of Notre Dame.
Company email context
Email format at WealthStone Tax Advisors
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{first_initial}{last}@sequoia-financial.com
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AeroLeads found 1 current-domain work email signal for Paul Breen. Compare company email patterns before reaching out.
Profile bio
About Paul Breen
Experienced Treasurer with a demonstrated history of working in the financial services industry. Skilled in Tax Preparation, Accounting, Retirement Planning, Financial Accounting, and Financial Reporting. Strong finance professional with a BA in Accounting focused in Accounting from Univ. of Notre Dame. --The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Listed skills include Financial Analysis, Financial Modeling, Retirement Planning, Financial Reporting, and 7 others.
Current workplace
Paul Breen's current company
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6 roles · 46 years
Paul Breen work experience
A career timeline built from the work history available for this profile.
Senior Director
Managing Partner
Wealthstone Tax Advisors
Treasurer
Wealthstone, Inc.
Describe your position
1981 - Jul 2021
Senior Financial Consultant And Treasurer
Wealthstone, Inc.
Senior financial consultant quarterbacking comprehensive financial planning for individuals and companies, including asset management and tax planning and compliance services.
Aug 1981 - Jun 2021
Tax Manager
In charge of tax planning and compliance services for both individual and various entiites.
Jun 1973 - Aug 1981
2 education records
Paul Breen education
Ba, Accounting
Ba In Accounting, Accounting, Summa Cum Laude
Univ. Of Notre Dame
FAQ
Frequently asked questions about Paul Breen
Quick answers generated from the profile data available on this page.
What company does Paul Breen work for?
Paul Breen works for WealthStone Tax Advisors.
What is Paul Breen's role at WealthStone Tax Advisors?
Paul Breen is listed as Senior Tax Consultant at WealthStone Tax Advisors.
What is Paul Breen's email address?
AeroLeads has found 1 work email signal at @sequoia-financial.com for Paul Breen at WealthStone Tax Advisors.
What is Paul Breen's phone number?
AeroLeads has found 2 phone signal(s) with area code 614 for Paul Breen at WealthStone Tax Advisors.
Where is Paul Breen based?
Paul Breen is based in Columbus, Ohio, United States while working with WealthStone Tax Advisors.
What companies has Paul Breen worked for?
Paul Breen has worked for Wealthstone Tax Advisors, Sequoia Financial Group, Wealthstone, Inc., and Kpmg Peat Marwick.
How can I contact Paul Breen?
You can use AeroLeads to view verified contact signals for Paul Breen at WealthStone Tax Advisors, including work email, phone, and LinkedIn data when available.
What schools did Paul Breen attend?
Paul Breen holds Ba, Accounting from University Of Notre Dame.
What skills is Paul Breen known for?
Paul Breen is listed with skills including Financial Analysis, Financial Modeling, Retirement Planning, Financial Reporting, Cpa, Accounting, Business Valuation, and Auditing.
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