W. Ashley Thiem
Principal at Diversified Trust Company
- Role
- Principal at Diversified Trust
- Location
- Charleston County, SC, US
- LinkedIn followers
- 500 followers
Experience
Principal
Jul 2022 — Present · Charleston, SC, US
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility. Our goal is simple - helping our clients focus on what\'s important to them.
Education
Charleston Southern University
MBA
2003 — 2004
University of Georgia - Terry College of Business
BBA, Accounting
1998 — 2002
Skills
- Tax Accounting
- Bookkeeping
- Tax Preparation
- Accounting
- Cpa
- Sales Tax
- Auditing
- Partnership Taxation
- General Ledger
- Tax Research
- Gaap
- Financial Analysis
- Quickbooks
- Corporate Tax
- Financial Statements
- Internal Controls
- Income Tax
- Financial Accounting
- Sec Filings
- Tax
- Investment Advisory
- Financial Reporting
- Tax Returns
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.
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.