Dominic Defreece

Your Partner in Wealth Building | CEO of DeFreece Financial Solutions

Role
your Partner in Wealth Building CEO of Defreece Financial Solutions at Defreece Financial Solutions
Location
Reading, PA, US
LinkedIn followers
500 followers

About Dominic Defreece

I perform comprehensive reviews of processes and data for clients. Working together we create a customized strategy which can eliminate loss and grow positive results.

Experience

  1. your Partner in Wealth Building CEO of Defreece Financial Solutions

    Defreece Financial Solutions

    Jan 2020 — Present

    Perform comprehensive reviews for clients in relation to identified financial goals. Design and define analytics for presentation to achieve their optimal design objectives

Education

  • Penn State University

    Bachelor of Science (B.S.), Professional Accountancy

    1999 — 2001

Skills

  • Operational Risk
  • IT Audit
  • Strategy
  • Executive Management
  • Information Security
  • Finance
  • Financial Risk
  • Financial Analysis
  • Enterprise Risk Management
  • Operational Risk Management
  • Internal Controls
  • Process Improvement
  • Financial Modeling
  • Veterans
  • Risk Assessment
  • Sarbanes-Oxley Act
  • Auditing
  • Leadership
  • Governance
  • Business Process Improvement
  • Financial Services
  • Banking
  • Risk Management
  • Internal Audit
  • Six Sigma

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Dominic Defreece — your Partner in Wealth Building CEO of Defreece Financial Solutions at Defreece Financial Solutions in Reading, PA, US | Unifers