Dat
- Role
- Partner at Motta Financial
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Dat
With over 10 years of work experience in accounting, finance, and tax, I am a passionate…
Experience
Partner
Aug 2023 — Present
Motta Financial is a national CPA firm founded by a team of former Big Four professionals who are passionate about helping underserved individuals, businesses, and non-profit organizations who are in desperate need of high quality tax, accounting, finance, and business advisory services. We are rooted in the idea that the primary objective of Accounting, Finance, and Tax functions are not to generate revenue but to assist with cost savings through efficient use of capital. Our role is to be your trusted partner for all of your tax, accounting, and finance needs to ensure your resources are efficiently fueling growth for your company.
Education
Suffolk University
Master of Science, Accountancy
2012 — 2013
Suffolk University
BSBA, Accounting/Finance DBL Major
2008 — 2012
Skills
- Banking
- Microsoft Excel
- Budgets
- Series 7
- Life Insurance
- Powerpoint
- Microsoft Powerpoint
- Social Media
- Microsoft Office
- Investments
- Management
- Time Management
- Microsoft Word
- Series 63
- Leadership
- Finance
- Customer Service
- Underwriting
- Commercial Banking
- Financial Analysis
- Auditing
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