Bree Waltman

Bree Waltman

location of Bree WaltmanMonroe, Tennessee, United States

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  • Timeline

  • About me

    Bookkeeper at Levy Tax & Consulting LLC

  • Education

    • Colorado School of Mines

      2008 - 2012
      Bachelor of Science (B.S.) Economics

      Activities and Societies: Society of Physics Students, Society of Women Engineers

  • Experience

    • Colorado School of Mines

      Jan 2009 - May 2012

      As a Community Service Officer I was a friendly presence on campus that provided extra security for buildings, events, and gatherings. I also was an approachable representative of the department of Public Safety. As a Desk Assistant I was the greeting face at the Student Life Office. I directed visitors and calls, sorted mail, performed minor office tasks, and assisted as necessary. As a Teaching Assistant I was a presence in the EPICS 2 - AutoCAD class. I answered questions, demonstrated the AutoCAD program, gave homework help, and held office hours. As a Desk Assistant I was a friendly, after hours greeter at the Residence Life Office in Thomas Hall. My tasks included answering questions, giving out cleaning materials and games, sorting and distributing mail, and providing an after hours service to Freshmen in the Traditional Residence Halls.

      • Community Service Officer (CSO)

        Nov 2010 - May 2012
      • Desk Assistant - Student Life

        May 2009 - May 2012
      • Teaching assistant

        Jan 2010 - Dec 2011
      • Desk Assistant - Residence Life

        Jan 2009 - May 2011
    • Northwestern Mutual

      May 2012 - Mar 2013

      Manage files, calendar, email and phone communication for multiple financial representatives. With Northwestern Mutual, I make all of the products, benefits, and resources of the company available to people I meet.

      • Associate Financial Representative

        Aug 2012 - Mar 2013
      • College Financial Representative

        May 2012 - Aug 2012
    • Ramey Environmental Compliance Inc

      Aug 2013 - Oct 2014
      Assistant Bookkeeper

      Accounts Payable, Accounts Receivable, Payroll, as well as other projects as assigned.

    • Wilklow & Associates CPA PC

      Feb 2015 - now
      Bookkeeper

      A full service CPA firm that believes firmly that every company deserves a CFO. Let us help you manage your personal and business financials so you can rest easier.

    • Levy Tax and Consulting, LLC

      Mar 2023 - now
      Bookkeeper
  • Licenses & Certifications

    • Colorado Notary

      Notary Public Colorado
      Nov 2013