Russell Smith, Cpa Email and Phone Number
Russell Smith, Cpa is a Barge Leasing & Construction Management at Daulton - Barge Leasing, Sales, & Management. He possess expertise in management, financial advisory, systems analyst, bloomberg terminal, construction and 10 more skills.
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Coo/CfoDaulton - Barge Leasing, Sales, & Management Jun 2020 - Present- Support company vision and strategic plans for growth- Day to day operations & barge management- Business Development- Oversight of financials, cash flow, and budget- Ongoing adjustments to financial forecasting based on newly developed scenarios- Custom financial reporting and analysis specific to the maritime equipment leasing and logistics business- Capital raising and support- Continuous improvement around cost-saving strategies and revenue generation- Build out of all accounting and financial related functions -
Managing MemberSmithreed Asset Management Sep 2018 - PresentProviding management consulting which includes business development, financial analysis, and strategic management for closely held companies and high net worth families. We provide support for family businesses as they navigate change, growth, acquisition, or transition of the company for sale.www.SmithReed.com -
Senior Associate - Financial ServicesPwc Jan 2019 - Jul 2020GbPrivate Equity - Global Credit -
Associate - Financial ServicesPwc Jul 2016 - Sep 2018GbTax associate in the financial services group specializing in real estate, private equity, and hedge funds. In addition to involvement with public and private REITs from a compliance and consulting perspective, I also have experience in US Outbound and Inbound structuring and related reporting obligations. -
Financial AdvisorSmithreed Asset Management Aug 2014 - Jun 2016•Trained with a seasoned investment professional with over $40 million in assets under management•Passed the Series 65 Uniform Investment Advisor Law Exam•Researched tax, retirement and estate planning strategies for senior advisors acting in a fiduciary capacity•Achieved Bloomberg certification as a master in equities, fixed income, commodities and foreign exchange trading•Analyzed and traded equities utilizing proprietary trading program
Russell Smith, Cpa Skills
Russell Smith, Cpa Education Details
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University Of Tennessee, KnoxvilleAccounting - Tax -
University Of Tennessee, KnoxvilleAccounting
Frequently Asked Questions about Russell Smith, Cpa
What company does Russell Smith, Cpa work for?
Russell Smith, Cpa works for Daulton - Barge Leasing, Sales, & Management
What is Russell Smith, Cpa's role at the current company?
Russell Smith, Cpa's current role is Barge Leasing & Construction Management.
What schools did Russell Smith, Cpa attend?
Russell Smith, Cpa attended University Of Tennessee, Knoxville, University Of Tennessee, Knoxville.
What are some of Russell Smith, Cpa's interests?
Russell Smith, Cpa has interest in Poverty Alleviation, Disaster And Humanitarian Relief.
What skills is Russell Smith, Cpa known for?
Russell Smith, Cpa has skills like Management, Financial Advisory, Systems Analyst, Bloomberg Terminal, Construction, Investments, Social Media, Problem Solving, Public Speaking, Accounting, Advertising, Custom Remodeling.
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