Ben Tamms
Financial Advisor at Thrivent - Capstone Financial Group
- Role
- Associate at Thrivent
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Ben Tamms
Capstone Financial Group provides Dedicated Planning Services to help you work toward your goals and dreams—and ultimately live your best life. Whether you want to plan for retirement, protect your family in case of an unexpected event or leave a legacy for the people and causes you care about, our dependable team can help.Capstone is defined as \"a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us. Our name also means “a multifaceted assignment that serves as a culminating academic and intellectual experience.” Through collaborative teamwork, we will strive to educate and prepare you for a financial future that honors your goals, values, family and community.
Experience
Associate
Jul 2019 — Present · Waukesha, WI, US
Education
University of Wisconsin-Whitewater
Bachelor of Business Administration (B.B.A.), Finance, General
2005 — 2010
Skills
- Peoplesoft
- Account Reconciliation
- Cash Flow
- Financial Statements
- Powerpoint
- Microsoft Excel
- Fixed Assets
- Customer Service
- Accounts Payable
- General Ledger
- Invoicing
- Cost Accounting
- Gaap
- Access
- Outlook
- Quickbooks
- Financial Reporting
- Time Management
- Budgets
- Finance
- Financial Accounting
- Star
- Balance Sheet
- Hyperion Enterprise
- Process Improvement
- Strategic Financial Planning
- Variance Analysis
- Pricing
- Spreadsheets
- Financial Analysis
- Human Resources
- Journal Entries
- Fund Accounting
- Microsoft Office
- Accruals
- Bank Reconciliation
- Analysis
- Forecasting
- Sarbanes-Oxley
- Accounting
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