Todd Pence, Cfa, Cpa

Todd Pence, Cfa, Cpa Email and Phone Number

Chief Financial Officer at Virtera Partners LLC @ Virtera Partners
Todd Pence, Cfa, Cpa's Location
Greater Cleveland, United States
Todd Pence, Cfa, Cpa's Contact Details

Todd Pence, Cfa, Cpa personal email

n/a
About Todd Pence, Cfa, Cpa

Todd Pence, Cfa, Cpa is a Chief Financial Officer at Virtera Partners LLC at Virtera Partners. He possess expertise in finance, investments, microsoft excel, financial accounting, microsoft word and 16 more skills.

Todd Pence, Cfa, Cpa's Current Company Details
Virtera Partners

Virtera Partners

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Chief Financial Officer at Virtera Partners LLC
Todd Pence, Cfa, Cpa Work Experience Details
  • Virtera Partners
    Chief Financial Officer
    Virtera Partners Jan 2021 - Present
    Cleveland, Ohio, United States
    Virtera Partners provides investment advisory services to a handful of ultra-high net worth families. We provide confidential, customized advice and solutions based on each family's unique situation. As an independently owned platform, we can provide client-focused investment advice free from conflicts of interest. We specialize in constructing portfolios that are diversified across asset classes and include allocations to alternative investments such as private equity, venture capital, real estate, hedge funds, and commodities.
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  • Parkwood Llc
    Director Of Investment Operations And Risk Manager
    Parkwood Llc Oct 2020 - Jan 2021
    Cleveland, Ohio, United States
    Parkwood is a large, single family office located in Cleveland Ohio and is responsible for managing a highly sophisticated investment portfolio that is diversified across asset classes. I was responsible for providing oversight to all aspects of the firm's investment operations and served as the risk manager for the investment portfolio.
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  • Parkwood Llc
    Director Of Investment Operations
    Parkwood Llc Mar 2019 - Oct 2020
    Cleveland/Akron, Ohio Area
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  • Parkwood Llc
    Manager Of Investment Operations
    Parkwood Llc Aug 2017 - Mar 2019
    Cleveland/Akron, Ohio Area
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  • Parkwood Llc
    Investment Analyst
    Parkwood Llc Jul 2014 - Aug 2017
    Cleveland/Akron, Ohio Area
    Family Office
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  • Parkwood Llc
    Internal Auditor
    Parkwood Llc May 2013 - Jul 2014
    Cleveland/Akron, Ohio Area
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  • Cohen Fund Audit Services
    Senior Accountant
    Cohen Fund Audit Services Aug 2011 - May 2013
    Cleveland/Akron, Ohio Area
    Conduct audits for mutual fund and hedge fund clientsPrepare tax provision work for mutual fund clientsImprove financial statement disclosure and presentationAssist clients throughout the financial reporting process
  • The Timken Company
    Tax Intern
    The Timken Company May 2009 - Jul 2011
    Assisted in preparation of federal and state tax returns Developed work papers supporting the tax returns filed by the company and its subsidiariesAssisted in providing information for IRS audits
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  • Cohen & Company
    Intern
    Cohen & Company Jun 2010 - Aug 2010
    Worked primarily with Cohen Fund Audit Services doing audit work for various mutual funds and hedge funds across the country.
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Todd Pence, Cfa, Cpa Skills

Finance Investments Microsoft Excel Financial Accounting Microsoft Word Teamwork Microsoft Office Equity Trading Investment Strategies Capital Markets Analysis Quantitative Investment Strategies Etfs Exchange Traded Derivatives Time Management Powerpoint Financial Reporting Accounting Auditing Internal Audit Tax Quickbooks

Todd Pence, Cfa, Cpa Education Details

Frequently Asked Questions about Todd Pence, Cfa, Cpa

What company does Todd Pence, Cfa, Cpa work for?

Todd Pence, Cfa, Cpa works for Virtera Partners

What is Todd Pence, Cfa, Cpa's role at the current company?

Todd Pence, Cfa, Cpa's current role is Chief Financial Officer at Virtera Partners LLC.

What is Todd Pence, Cfa, Cpa's email address?

Todd Pence, Cfa, Cpa's email address is sa****@****att.net

What schools did Todd Pence, Cfa, Cpa attend?

Todd Pence, Cfa, Cpa attended University Of Mount Union.

What skills is Todd Pence, Cfa, Cpa known for?

Todd Pence, Cfa, Cpa has skills like Finance, Investments, Microsoft Excel, Financial Accounting, Microsoft Word, Teamwork, Microsoft Office, Equity Trading, Investment Strategies, Capital Markets Analysis, Quantitative Investment Strategies, Etfs.

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