Jimmy Owsley
Wealth Management Associate at Schaefer Financial Management
- Role
- Wealth Management Associate at Schaefer Financial Management at Schaefer Financial Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jimmy Owsley
Masters in Accounting and Bachelors in Finance. Leeds Scholars Alumni.Passionate about Individual, Estate, Gift, and Trust Taxation, international travel, backpacking, and fly fishing.
Experience
Wealth Management Associate at Schaefer Financial Management
Feb 2025 — Present
Education
University of Colorado Boulder
Masters of Science in Accounting, Bachelor of Science in Business Administration with an emphasis in Finance and Accounting
2012 — 2017
Cass Business School
Accounting and Finance
2014 — 2015
Skills
- Social Networking
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Public Speaking
- Leadership
- Morningstar
- Bloomberg Terminal
- International Tax
- Microsoft Word
- Gosystems
- Teamwork
- Corporate Tax
- Financial Analysis
- Federal & State Income Tax Compliance
- Sec Filings
- Time Management
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