- Vanguard (Malvern, PA)
- …discusses appropriate savings or spending strategies, and provides additional financial planning solutions such as retirement and wealth-building strategies. + ... investment approach. + Develops a comprehensive understanding of client financial situations through consultative conversations and uncovering key information. +… more
- Wipfli LLP (Radnor, PA)
- …attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner ... in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in… more
- Wipfli LLP (Radnor, PA)
- …organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior ... of new GAAP accounting standards. + Provide authoritative guidance on the financial impact of accounting developments and complex transactions. + Review and approve… more