Loren Viere
Director of Mergers & Acquisitions at BerganKDV, Ltd.
- Role
- Consultant at Creative Planning Business Services
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Consultant
Creative Planning Business Services
Jul 2018 — Present
Education
St. Cloud State University
Bachelor of Science (BS)
Skills
- Succession Planning
- Consulting
- Financial Reporting
- Strategic Planning
- Financial Analysis
- Tax
- Team Building
- Management
- Income Tax
- Budgeting
- Auditing
- Leadership
- Accounting
- Mergers & Acquisitions
- Budgets
- Cpa
- Retirement Planning
- Customer Satisfaction
- Partnership Taxation
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