Travis Lee
Owner at Moonstone CPA, LLC
- Role
- Owner at Moonstone Cpa, Llc
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Travis Lee
I have experience working with clients from a wide range of industries and backgrounds.…
Experience
Owner
May 2017 — Present · Salt Lake City, UT, US
Tax, Accounting, and Consulting Services for the VC and Private Equity space.
Education
Weber State University
Master of Taxation, Accounting
2011 — 2011
Dixie State University
Associates, Business
1999 — 2003
University of Utah
Business Administration, Accounting and Finance
Skills
- Financial Reporting
- Budgets
- Private Equity
- Finance
- Start-Ups
- Investments
- Forecasting
- Strategic Financial Planning
- Customer Service
- Retirement Planning
- Venture Capital
- Estate Planning
- Management
- Financial Planning
- Risk Management
- Financial Analysis
- Disability Insurance
- Crowdfunding
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