Unifers.ai

Travis Schaat

Senior Financial Advisor | Chief Financial Officer

Role
Senior Financial Advisor Chief Financial Officer at Perspective Wealth Partners
Location
Boise, ID, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Travis Schaat

As a Lead Advisor at Perspective Wealth Partners, I work to help clients live meaningful…

Experience

  1. Senior Financial Advisor Chief Financial Officer

    Perspective Wealth Partners

    Apr 2018 — Present · Boise, ID, US

Education

  • Brigham Young University - Idaho

    BS Accounting, BS Business Management - emphasis in Finance

    2004 — 2011

Skills

  • Accounting
  • Auditing
  • Financial Analysis
  • Tax Preparation
  • Tax Accounting
  • Tax Returns
  • Financial Statements
  • Gaap
  • Sec Filings
  • Microsoft Excel
  • Generally Accepted Accounting Principles (Gaap)
  • Basketball
  • Leadership
  • Quickbooks
  • Us Gaap
  • Cpa
  • Wakeboarding
  • Corporate Tax
  • Financial Accounting
  • Audit
  • Excel
  • Tax

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for freeSee how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Travis Schaat — Senior Financial Advisor Chief Financial Officer at Perspective Wealth Partners in Boise, ID, US | Unifers