William Preisz
Investment Fiduciary | Adviser | Advisor | 401(k) & Retirement Plan Services | Plan Design & Participant Services
- Role
- Director of Retirement Plan Services at Preisz Financial
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About William Preisz
The Director of Retirement Plan Services delivers Plan level strategy and design…
Experience
Director of Retirement Plan Services
Feb 2019 — Present · Portland, OR, US
Education
Questrom School of Business, Boston University
BS, Business Administration
2000 — 2004
Skills
- Financial Statements
- Cpa
- Financial Reporting
- Auditing
- Financial Accounting
- General Ledger
- Banking
- Credit
- Financial Modeling
- Strategic Planning
- Accounting
- Internal Controls
- Management
- Loans
- Budgets
- Finance
- Financial Analysis
- Leadership
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