Top Supervising Senior Accountants in Greater Denver Area
Jon Zeschin, CPA/PFS, CFP®
Partner/CEO
Greater Denver Area
Partner/CEO
Independent Trustee and Chairman of the Board
Vice Chair, IDC; Member, ICI Board of Governors
Chairman of the Board of Trustees -- DCA Total Return Fund
Panel Member
President
Panel Member
Board Member, Rocky Mountain Chapter
Panel Member
President
Executive Vice President
Senior Vice President
Supervising Senior Accountant
Northwestern University - Kellogg School of Management
University of Michigan - Stephen M. Ross School of Business
Recommendations: 1
Investments
Mutual Funds
Personal Financial Planning
Portfolio Management
Audit Committee
Board Governance
Hedge Funds
Asset Allocation
j****[email protected]
Michael Bell
President & CEO - retail asset management subsidiary
Greater Denver Area
President & CEO - retail asset management subsidiary
Chief Administrative Officer & Chief Legal Officer
Chief Legal Officer
Executive Management
Board Member, President & CEO - Variable Series Trust Mutual Fund
Supervising Senior Accountant
Board Member, President & CEO - Series Trust Mutual Fund
Chief Executive Officer
President & CEO - self clearing broker-dealer subsidiary
Corporate Attorney
University of Virginia
West Virginia University College of Law
Recommendations: 0
Asset Allocation
Securities
Mutual Funds
Business Development
Alternative Investments
Investments
Series 7
Equities
m****[email protected]
Adam Fenster
Vice President and Corporate Controller
Greater Denver Area
Vice President and Corporate Controller
Corporate Controller
Consultant
Interim Chief Financial Officer and Consultant
Senior Director for Operations Finance
Audit Supervising Senior Accountant
University of Arizona
Recommendations: 0
PeopleSoft
Business Development
NetSuite
Movex
Forecasting
ERP
Financial Modeling
Start-ups
a*****@awfensterco.com
a****[email protected]
