Senior Manager
Jun 2012 - May 2017
AeroLeads people directory · profile
Sandy (Walling) Kroll Email & Phone Number
Retired from KPMG
1 work email found
@kpmg.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 71%
Role
Retired from KPMG
Location
St Charles, Illinois, United States
Who is Sandy (Walling) Kroll? Overview
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Quick answer
Sandy (Walling) Kroll is listed as Retired from KPMG based in St Charles, Illinois, United States. AeroLeads shows a work email signal at kpmg.com and a matched LinkedIn profile for Sandy (Walling) Kroll.
Sandy (Walling) Kroll previously worked as Senior Manager at Kpmg Us and Chief Compliance Officer/General Manager at Stevens Wealth Management. Sandy (Walling) Kroll holds Tax Cerificate, Accounting from University At Buffalo.
Company email context
Email format at kpmg.com
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*@kpmg.com
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AeroLeads found 1 current-domain work email signal for Sandy (Walling) Kroll. Compare company email patterns before reaching out.
Profile bio
About Sandy (Walling) Kroll
Sandy (Walling) Kroll is a Retired from KPMG.
8 roles
Sandy (Walling) Kroll work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer/General Manager
Stevens Wealth Management
Registered Investment Advisory firm offering fee-only comprehensive financial planning services and asset management services.Chief Compliance Officer 2008-2009- Oversaw SEC reporting, compliance review and procedures for two companies - Automated compliance review creating electronic compliance spreadsheets to monitor trade errors, track receipt of client.
May 2007 - Jun 2009
Domain Lead/Delivery Group Manager
Managed 20+ NASD licensed associates providing investment solutions and counseling to outsourcing clients on their retirement options, education planning and fee-only advisor referrals. - Domain lead interacting extensively with internal outsourcing leadership, client teams and clients on brokerage and educational offerings (call center, web-based, and.
Sep 2004 - Nov 2006
Director
Personal Financial Services/Financial Planning Solutions – a provider of broad-based employee financial education, counseling and communications programs to top tier organizations.Managed nationwide client support and consultant group call centers of 20+. Client support group scheduled workshops and counseling sessions, processed client financial plans and.
Dec 1998 - Aug 2003
Manager
Manager (Seasonal) – Personal Financial Services Group - Reviewed and signed individual, gift, trust and partnership returns for corporate executives. - Trained staff on work paper presentation and tax compliance software
Jan 1998 - May 1998
Manager
Managed Individual, Corporate, Estates and Trusts, Not-for-Profit compliance clients for second largest CPA firm in Buffalo. Consulted with high Net-Worth clients on their estates and financial plans.- Trained preparers on tax compliance software.- Collaborated with attorneys on clients’ estate and gift returns and financial planning needs. - Reviewed.
Aug 1988 - May 1996
Tax Manager
Wiggle, Semanchin And Wetter, Co
Small local firm no longer together– Managed compliance for individuals, trusts and estates and gifts
Jan 1987 - Dec 1987
Staff/Tax Senior
Individual, Corporate, Estates/Gifts and Trusts, Not-for –Profit compliance.- Instrumental in starting financial planning group to compliment compliance clients.- Research, tested and implemented initial tax compliance software
Jul 1980 - Jun 1986
3 education records
Sandy (Walling) Kroll education
Tax Cerificate, Accounting
Bachelor Of Science (B.S.), Accounting
Education record
Wlliamsville South H.S.
FAQ
Frequently asked questions about Sandy (Walling) Kroll
Quick answers generated from the profile data available on this page.
What is Sandy (Walling) Kroll's role at their current company?
Sandy (Walling) Kroll is listed as Retired from KPMG.
What is Sandy (Walling) Kroll's email address?
AeroLeads has found 1 work email signal at @kpmg.com for Sandy (Walling) Kroll.
Where is Sandy (Walling) Kroll based?
Sandy (Walling) Kroll is based in St Charles, Illinois, United States.
What companies has Sandy (Walling) Kroll worked for?
Sandy (Walling) Kroll has worked for Kpmg Us, Stevens Wealth Management, Hewitt Associates, Pricewaterhousecoopers, and Price Waterhouse Coopers.
How can I contact Sandy (Walling) Kroll?
You can use AeroLeads to view verified contact signals for Sandy (Walling) Kroll, including work email, phone, and LinkedIn data when available.
What schools did Sandy (Walling) Kroll attend?
Sandy (Walling) Kroll holds Tax Cerificate, Accounting from University At Buffalo.
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