Dat

Role
Partner at Motta Financial
Location
Las Vegas, NV, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Dat

With over 10 years of work experience in accounting, finance, and tax, I am a passionate…

Experience

  1. Partner

    Motta Financial

    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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Dat — Partner at Motta Financial in Las Vegas, NV, US | Unifers