William Wallace
Financial Analyst at Moisand Fitzgerald Tamayo, LLC
- Role
- Financial Analyst at Moisand Fitzgerald Tamayo, Llc
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About William Wallace
I am a proud graduate of Florida State University (Class of 2021 - Go Noles!) with a Bachelor of Science in Finance. My passion lies in exploring the intricate complexities of financial markets, understanding their broader economic impacts, and serving the needs of commercial real estate (CRE) professionals. Recently, I earned the Enrolled Agent (EA) designation,enabling me to represent taxpayers in front of the Internal Revenue Service (IRS). As I continue to expand my professional credentials, I will soon begin preparing for the Certified Financial Planner (CFP) designation to deepen my knowledge and serve clients with comprehensive financial guidance.I am dedicated to achieving success both personally and professionally, always striving to enhance my business acumen and optimize my skill set. My goal is to bring value through continuous learning, adaptability, and a forward-thinking approach in the ever-evolving financial landscape.Let me know how me or my team can serve you!
Experience
Financial Analyst
Moisand Fitzgerald Tamayo, Llc
Mar 2023 — Present · Orlando, FL, US
Education
Florida State University
Finance
2017 — 2021
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