Melissa Platt

Staff Accountant at Horan Wealth

Role
Staff Accountant at Horan Wealth
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Melissa Platt

Since 1948, HORAN Wealth has been crafting customized plans that protect and enhance your wealth. Our mission, however, extends far beyond mere nancial planning. We believe that true wealth creates a better quality of life for our clients and their families. We strive to build genuine, lasting relationships and provide an exceptional experience with every interaction, helping you achieve your goals and aspirations. Our comprehensive wealth services for individuals, families and employers address essential needs, including Investment Management, Financial Planning, Retirement Plan Consulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell, Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states. Through our premier national partnerships with M Financial Group and Retirement Planning Advisory Group, we bring the best services, resources and value to our clients. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services. Visit to learn more.

Experience

  1. Staff Accountant

    Horan Wealth

    Nov 2023 — Present · Cincinnati, OH, US

Education

  • University of Cincinnati

    Bachelor’s Degree, History

    1993 — 2000

  • Cincinnati State Technical and Community College

    Certificate, Paralegal Studies

    2005 — 2007

Skills

  • Event Planning
  • Accounts Receivable
  • Payroll
  • Human Resources
  • Microsoft Word
  • Microsoft Office
  • Sales
  • Event Management
  • Quickbooks
  • Accounts Payable
  • Training
  • Microsoft Excel
  • Customer Service
  • Marketing
  • Inventory Management
  • Time Management
  • Management
  • Team Building

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Melissa Platt — Staff Accountant at Horan Wealth in Cincinnati, OH, US | Unifers