Greysen Stefani

Tax Assistant

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Portland, Oregon Metropolitan Area

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Timeline
About me
Investment Adviser Representative
Education
- University of Oregon
  2013 - 2018
  Bachelor of Science (B.S.) Accounting
  Activities and Societies: Social Media Club
- Jesuit High School Portland
  2009 - 2013
  Activities and Societies: Chorus Team - Three years Community Service Award - 200+ hours completed between Junior and Senior year Campus Ministry JV2 Basketball
Experience
- Stefani Chaidez, LLP
  Jun 2010 - Aug 2011
  Tax Assistant
  Maintained electronic and paper filesMastered skills in Microsoft Office 360 Adapted to diverse working styles and provided personable and friendly service to clients and coworkers
- Moss Adams LLP
  Jun 2016 - Aug 2016
  Intern
  Summer Intern
- Moss Adams
  Jan 2018 - Nov 2019
  - Business Assurance Senior
    Jul 2019 - Nov 2019
  - Business Assurance Staff
    Jan 2018 - Jul 2019
- Level Foods
  Mar 2020 - Aug 2021
  Warehouse Manager & Data Specialist
  Manager warehouse product inventory and cycle countsGeneration requisition orders as needed to keep the warehouse adequately stockedCustomer ServiceBuild ad hoc custom reports to reflect the company's current needsImplement efficient and effective processes for future growthSupport operational efficiency and quality improvement
- Voya Financial
  Sept 2021 - Jan 2022
  Adviser Assistant
- Voya Financial
  May 2022 - now
  Investment Adviser Representative with Voya Financial Advisors
Licenses & Certifications
- Hootsuite
  May 2015
- Tableau Desktop Certified Professional Certification
  Tableau Software
Volunteer Experience
- Shopper
  Issued by Christmas For Kids on Dec 2008
  Associated with Greysen Stefani
- Treasurer
  Issued by Christmas For Kids Foundation on Jan 2018
  Associated with Greysen Stefani
- Mentor
  Issued by Boys & Girls Clubs of America on Jun 2012
  Associated with Greysen Stefani