Karen Green

Incoming Tax Associate at Mission Wealth

Role: Tax Associate at Mission Wealth
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Karen Green

I am very hardworking with all of my projects and always strive to finish them with…

Experience

Tax Associate
Mission Wealth
Jan 2024 — Present

Education

University of Houston, C.T. Bauer College of Business
Accounting
2019 — 2022

Contact information

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Work email
•••••@missionwealth.com
Personal email
•••••@•••••.com
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Current company

Mission Wealth

Financial Services · 219 employees · Founded 2000 · Santa Barbara, California, United States

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

missionwealth.com

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About Karen Green

Experience

Tax Associate

Education

University of Houston, C.T. Bauer College of Business

Find verified contacts for anyone on LinkedIn