David Whiting

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  • Legal & Finance

  • New York, NY

I have been a business consultant for 8 years. I am a Registered Investment Advisor. Focused on Retirement Plan Consulting. I offer businesses a free Retirement Plan Analysis Study so they can determine where your retirement plan is ranked, possible alternatives, potential cost savings, various investment options. I educate and inform individuals on getting more out of their 401k plan for a more secure future. Experienced in Finance and Tax Consulting of Fortune 500 & Private Companies for 20 years in the Public & Private Sector. Registered Investment Adviser. My skills include: Excellent writing and verbal communication skills. Strong finance and tax technical knowledge and research expertise. Ability to manage and grow strong client relationships. I also have the ability to quickly learn different types of accounting software and detect problems in audit and tax compliance. Worked as a Senior Tax Auditor for The State of California for 10 years. Worked as a Financial Auditor for the State of New York for 6 years. Also 8 years consulting in Various tax departments for medium and large corporations in NYC area. Finance/Accounting professional with over 20 years experience as a Tax Accountant/Auditor. Passed SERIES 65 UNIFORM INVESTMENT ADVISER LAW EXAM (IAR).Certified Master in Taxation (CMI) Member Sarbanes Oxley Compliance Professional Association. Specialties: financial, fiduciary, estates, trusts, auditing, budgeting, CertCapture, concise, data entry, file management, financial, general ledger, legal, Microsoft access, Microsoft excel, Microsoft office, Microsoft word, payroll processing, pdf, personnel, policy analysis, QuickBooks, quicken, research, Reuters, sales, sarbanesoxley, shipping, sound, spreadsheets, supervisory skills, tax planning, vertex, year end accounts.