
Bree Waltman

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About me
Bookkeeper at Levy Tax & Consulting LLC
Education

Colorado School of Mines
2008 - 2012Bachelor of Science (B.S.) EconomicsActivities and Societies: Society of Physics Students, Society of Women Engineers
Experience

Colorado School of Mines
Jan 2009 - May 2012As 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 2012Desk Assistant - Student Life
May 2009 - May 2012Teaching assistant
Jan 2010 - Dec 2011Desk Assistant - Residence Life
Jan 2009 - May 2011

Northwestern Mutual
May 2012 - Mar 2013Manage 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 2013College Financial Representative
May 2012 - Aug 2012

Ramey Environmental Compliance Inc
Aug 2013 - Oct 2014Assistant BookkeeperAccounts Payable, Accounts Receivable, Payroll, as well as other projects as assigned.

Wilklow & Associates CPA PC
Feb 2015 - nowBookkeeperA 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 - nowBookkeeper
Licenses & Certifications

Colorado Notary
Notary Public ColoradoNov 2013
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