Gareth Beaty, CPA

Gareth Beaty, CPA

Staff

Followers of Gareth Beaty, CPA1 followers
location of Gareth Beaty, CPALansing, Michigan, United States

Connect with Gareth Beaty, CPA to Send Message

Connect

Connect with Gareth Beaty, CPA to Send Message

Connect
  • Timeline

  • About me

    Financial Executive | Financial Officer | Investment Accounting | Financial Reporting

  • Education

    • Western Michigan University

      2002 - 2002
      Master of Science - MS Accounting
    • Albion College

      1998 - 2002
      Bachelor of Arts - BA Economics and Management
  • Experience

    • Deloitte Tax LLP

      Jan 2003 - Oct 2006
      Staff
    • Jackson

      Oct 2006 - now

      Oversee the Investment Accounting department including operational aspects, journal entries, and related disclosures.Asset Classes and Accounting Concepts: *Debt securities - government securities, public and private corporate securities, commercial mortgage-backed securities, residential mortgage-backed securities, and other asset-backed securities. *Mortgage loans - commercial and residential *Equity securities - common stock, preferred stock, and mutual funds *Limited partnerships *Derivatives - options, futures, interest rate swaps, and currency swaps *Securities lending *Repurchase agreements *Consolidation of certain investments *Accounting for funds held liability Show less

      • Assistant Vice President

        Mar 2018 - now
      • Director

        Mar 2013 - Mar 2018
      • Accounting Manager

        Oct 2006 - Mar 2013
  • Licenses & Certifications

    • Certified Public Accountant

      State of Michigan
      Mar 2012