Operations Manager
CurrentAP Wealth Management is an independent registered investment advisory firm based in Augusta, GA. We seek to empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy.
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@apwealth.com
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Sharon Head, Cpa is listed as Operations Manager at AP Wealth Management, LLC, a with 9 employees, based in Augusta, Georgia, United States. AeroLeads shows a work email signal at apwealth.com and a matched LinkedIn profile for Sharon Head, Cpa.
Sharon Head, Cpa previously worked as Vice President & Treasurer at New England Financial and Treasurer & Controller at Ing Nederland. Sharon Head, Cpa holds Bba, Accounting from Georgia State University.
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Sharon joined AP Wealth Management in 2011 and has 30+ years of experience in accounting, investments, and operations in the financial services industry where she was in traditional Controller and Treasurer roles for multi-billion-dollar international corporations. As a native of Atlanta, she began her career there, and then spent several years in Boston before moving to Augusta. She is a graduate of Georgia State University’s Robinson College of Business with a BBA in Accounting and became a CPA in 1987. Currently, she leads our office team in developing processes focused on security, consistency, and integrity of client data. One of her goals is to meet your needs and to make the financial management process as simple as possible. Her business experience provides the necessary skills to streamline AP Wealth’s systems while providing the highest level of customized services for our clients. “My goal when I come to work in the morning is to be accessible to our clients and to be thorough when answering questions. I enjoy finding financial solutions to make managing this part of life easier.” When not at work Sharon enjoys spending time with family, being involved in the community, and taking long walks with friends. She finds great peace and joy in staying regularly involved in studies that lead to a deeper understanding of Scripture. Three important virtues guide her life – faith, hope, and love! On the business front, she’s enjoyed following the Snacks Minute podcast, which is a 3-minute, entertaining breakdown of business and finance news stories of the day, and the Wall Street Journal podcast. “If you’re in search of a new podcast, I encourage you to check these out,” Sharon adds.
Listed skills include Cpa, Strategic Financial Planning, Financial Analysis, Financial Reporting, and 20 others.
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Augusta, Georgia, United States
AP Wealth Management is an independent registered investment advisory firm based in Augusta, GA. We seek to empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy.
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Sharon Head, Cpa works for AP Wealth Management, LLC.
Sharon Head, Cpa is listed as Operations Manager at AP Wealth Management, LLC.
AeroLeads has found 1 work email signal at @apwealth.com for Sharon Head, Cpa at AP Wealth Management, LLC.
Sharon Head, Cpa is based in Augusta, Georgia, United States while working with AP Wealth Management, LLC.
Sharon Head, Cpa has worked for Ap Wealth Management, Llc, New England Financial, and Ing Nederland.
Sharon Head, Cpa's colleagues at AP Wealth Management, LLC include Clayton Quamme, Cfp®, Pat Fair, Cfp®, and Millie Robinson.
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Sharon Head, Cpa holds Bba, Accounting from Georgia State University.
Sharon Head, Cpa is listed with skills including Cpa, Strategic Financial Planning, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, and Due Diligence.
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