Financial Planner
CurrentI help clients keep their money by avoiding rip-offs, mistakes, and taxes. Think of me as an auditor on your side.
Jan 2022 - Present
AeroLeads people directory · profile
R Persichitte, Cpa/Pfs, Cfe, Cfp® Email & Phone Number
Financial Planner | Tax accountant
at
Delagify Financial
1 work email found
@denvergov.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner | Tax accountant
Location
Arvada, Colorado, United States
Who is R Persichitte, Cpa/Pfs, Cfe, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
R Persichitte, Cpa/Pfs, Cfe, Cfp® is listed as Financial Planner | Tax accountant at Delagify Financial, based in Arvada, Colorado, United States. AeroLeads shows a work email signal at denvergov.org and a matched LinkedIn profile for R Persichitte, Cpa/Pfs, Cfe, Cfp®.
R Persichitte, Cpa/Pfs, Cfe, Cfp® previously worked as Financial Planner at Delagify Financial and Affiliate Faculty at Metropolitan State University Of Denver. R Persichitte, Cpa/Pfs, Cfe, Cfp® holds Master'S Certificate In Data Science from Harvard University.
Company email context
Email format at Delagify Financial
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*@denvergov.org
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AeroLeads found 1 current-domain work email signal for R Persichitte, Cpa/Pfs, Cfe, Cfp®. Compare company email patterns before reaching out.
Profile bio
About R Persichitte, Cpa/Pfs, Cfe, Cfp®
Experienced auditor with a demonstrated history of working in government. Skilled in Internal Audit, Analytical Skills, Microsoft Word, Management, and Report Writing. Strong audit professional with a Master’s Degree focused in Financial Forensics and Fraud Investigation from Metropolitan State University of Denver.
Listed skills include Professional Phone Skills, Public Speaking, Budgets, Presentations, and 25 others.
Current workplace
R Persichitte, Cpa/Pfs, Cfe, Cfp®'s current company
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10 roles
R Persichitte, Cpa/Pfs, Cfe, Cfp® work experience
A career timeline built from the work history available for this profile.
Affiliate Faculty
CurrentVITA Site Coordinator for services based learning classes.-Site coordinator for two VITA sites assisting over 300 taxpayers and getting over $550,000 for members of the communityPrinciples I-Teaching new accountants the basics of accounting.
Jan 2017 - Present
Lead Data Analytics Auditor
Collaborate with audit teams to find efficient ways to use data.Building sampling plans by balancing audit resources and the need for accurate information.Visualize and build dashboards for potential issues using advanced visualization tools such as Power BI, D3 API, and Tableau.-Write and implement software that automatically performs audit tests to.
Sep 2019 - Jan 2022
Senior Data Analytics Auditor
Feb 2019 - Sep 2019
Senior Auditor
Jan 2017 - Feb 2019
Financial Concierge
-Analysis of financial documents-Coordination with brokerage firms-Coordination and advice on charitable contributions
Feb 2016 - Dec 2016
Financial Education Practice Dedicated Counselor
-Deliver financial planning and tax planning information in a call center environment.-Guide employees making calls based on my review of calls and the current business needs.-Prioritize multiple tasks with overlapping deadlines.-Create content for online and in person presentations regarding financial planning.-Mange technology for delivering online.
Sep 2014 - Feb 2016
Auditor
-Compile attestation reports of conservator reports.-Create and manage a database to track caseload and audit findings.-Conduct audits and investigations related to probate estates.
Feb 2013 - Sep 2014
Collections Invesigator - Internship
- Assessed financial information including bank records, tax returns, budgets, and business documentation for pre-sentencing investigation reports.
- Evaluated financial ability to pay restitution with uncooperative probation clients.
- Located concealed bank accounts and other assets using state databases, public records, and provided documents.
- Submitted written reports with expert opinion to the District Attorney for probation violation hearing.
Aug 2012 - Jan 2013
Tax Examiner-Internship
- Addressed taxpayer concerns, answered taxpayer questions, and resolved verbal protest issues.
- Exceeded personal quotas by assisting over 400 taxpayers per week including those with complicated tax issues.
- Resolved various issues involving individual income, oil and gas severance, wage withholding, sales, and retailer’s use taxes.
Mar 2012 - Aug 2012
4 education records
R Persichitte, Cpa/Pfs, Cfe, Cfp® education
Master'S Certificate In Data Science
Harvard University
Master’S Degree, Financial Forensics And Fraud Investigation
Metropolitan State University Of Denver
Bachelors, Economics; Accounting
Regis University
Education record
Ralston Valley High School
FAQ
Frequently asked questions about R Persichitte, Cpa/Pfs, Cfe, Cfp®
Quick answers generated from the profile data available on this page.
What company does R Persichitte, Cpa/Pfs, Cfe, Cfp® work for?
R Persichitte, Cpa/Pfs, Cfe, Cfp® works for Delagify Financial.
What is R Persichitte, Cpa/Pfs, Cfe, Cfp®'s role at Delagify Financial?
R Persichitte, Cpa/Pfs, Cfe, Cfp® is listed as Financial Planner | Tax accountant at Delagify Financial.
What is R Persichitte, Cpa/Pfs, Cfe, Cfp®'s email address?
AeroLeads has found 1 work email signal at @denvergov.org for R Persichitte, Cpa/Pfs, Cfe, Cfp® at Delagify Financial.
Where is R Persichitte, Cpa/Pfs, Cfe, Cfp® based?
R Persichitte, Cpa/Pfs, Cfe, Cfp® is based in Arvada, Colorado, United States while working with Delagify Financial.
What companies has R Persichitte, Cpa/Pfs, Cfe, Cfp® worked for?
R Persichitte, Cpa/Pfs, Cfe, Cfp® has worked for Delagify Financial, Metropolitan State University Of Denver, City And County Of Denver, Ghp Investment Advisors, Inc., and Pwc.
How can I contact R Persichitte, Cpa/Pfs, Cfe, Cfp®?
You can use AeroLeads to view verified contact signals for R Persichitte, Cpa/Pfs, Cfe, Cfp® at Delagify Financial, including work email, phone, and LinkedIn data when available.
What schools did R Persichitte, Cpa/Pfs, Cfe, Cfp® attend?
R Persichitte, Cpa/Pfs, Cfe, Cfp® holds Master'S Certificate In Data Science from Harvard University.
What skills is R Persichitte, Cpa/Pfs, Cfe, Cfp® known for?
R Persichitte, Cpa/Pfs, Cfe, Cfp® is listed with skills including Professional Phone Skills, Public Speaking, Budgets, Presentations, Research, Accounting, Microsoft Excel, and Customer Service.
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