William Allen Preisz is a skilled professional, who works in Preisz Financial main office of which is in 101. on the position of Retirement Plan Education Specialist since 2017. William Allen Preisz has earned professional experience in more than seven positions at various companies. William Allen Preisz went to the Boston University and got education there from 2000 to 2004. William Allen Preisz has the following qualifications: Certified Public Accountant, Chartered Retirement Plans Specialist℠, and Series 6. Portland, Oregon is the area, where this expert was known to live. This expert's e-mail and phone can be easily accessed through this website on demand.
Name variants:
Wiliam Preisz,
Williem Preisz,
Bill Preisz,
Billy Preisz,
Billie Preisz,
Will Preisz,
Willie Preisz,
Willy Preisz,
Liam Preisz
Contact Information
Last Update
Jun 23, 2022
Email
wi**@preisz.com, wp**@hotmail.com, wi**@aspenvc.com
Location
Portland, OR
Company
Preisz Financial
Workplace
Retirement Plan Education Specialist
Work History
Retirement Plan Education Specialist
4525 southwest Condor Ave, Portland, OR 97239
Aug 2017 — Feb 2019
Director of Retirement Plan Services
4525 southwest Condor Ave, Portland, OR 97239
from Feb 2019
Corporate Controller
Oversaw accounting operations for a publicly traded and SEC registered mortgage REIT, an affiliated mortgage servicer entity, and 50+ minor deal entities including GL, A/P and Revenue Recog...
Dec 2015 — Jun 2017
Senior Vice President and Chief Financial Officer
Managed the accounting function including daily entries, quarterly report filing, interest rate risk modeling, budgeting, and providing direct support to outside financial and regulatory au...
Mar 2011 — Dec 2015
Assistant Vice President and Controller
Portland, OR
Managed the accounting function including daily entries, quarterly report filing, interest rate risk modeling, budgeting, and provided direct support to financial and regulatory auditors an...
Jan 2008 — Jan 2011
Senior Accountant
999 3Rd Ave SUITE 2800, Seattle, WA 98104
Planned and executed 10 audits annually while acting as the primary client contact in the field
Supervised staff accountants on all jobs and mentored one to a promotion to the Senior level...
Jan 2004 — Jan 2007
Education
2000 — 2004
Occupations
Executive
Director
Professor
Education Professional
Accountant
Finance and Accounting Specialist
Operations Manager
Instructor
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Internal Controls
Accounting
Financial Statements
Financial Reporting
Auditing
Banking
Financial Modeling
Cpa
Financial Accounting
Budgets
Finance
General Ledger
Credit
Leadership
Loans
Management
Strategic Planning
Fiduciary
Plan Design
Retirement Planning
Budgeting
Financial Planning
Securities
Investments
Mutual Funds
Microsoft Excel
Customer Service
Benchmarking
Co Fiduciary
FAQs about William Allen Preisz
What's the main profession of William Allen Preisz?
William Allen Preisz is a Director of Retirement Plan Services.
What are the main profession of William?
These person's professions are Executive and Director
Where does William Allen Preisz currently live?
Portland, Oregon is the place where William Allen Preisz lives
Does the expert have the email address?
wi**@preisz.com and wp**@hotmail.com is The expert's email address.
Where did William Allen Preisz work?
The professional worked at Preisz Financial, Preisz Financial.
Where has William Allen Preisz studied?
William studied at the Boston University from 2000 to 2004.
What are the certifications of William Allen Preisz?
The expert received the following certifications: Certified Public Accountant, Chartered Retirement Plans Specialist℠, Series 6, Series 63, Series 65, and Accredited Investment Fiduciary.
What languages does William Allen Preisz speak?
William Allen Preisz speaks French.