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Cromwell Baun, CPA, PFS, CFA, CFP, CIMA – 2017 40 Under 40 Honoree

Cromwell Baun, CPA, PFS, CFA, CFP, CIMA Age: 39 Employer: UBS Financial Services Inc. Title: First Vice President – Wealth Management City/State: Atlanta, GA Website: http://financialservicesinc.ubs.com/team/thestephensonbaunwmg/ Twitter: Professional Associations/Memberships: The Georgia Society of CPAs -Member, Leadership Council -President, Atlanta Chapter -Member, Estate and Financial Planning Advisory Council -Chair, Financial Literacy Task Force -Member, Diversity and […]

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Kelly Ward, CPA, CGMA, EA, MBA – 2017 40 Under 40 Honoree

Kelly Ward, CPA, CGMA, EA, MBA Age: 32 Employer: Robinson & Ward, PC Title:  Principal/CPA City/State: Fairbanks, Alaska Website: www.rwcpaak.com Twitter: kellywardcpa Professional Associations/Memberships: AICPA- Financial Literacy Committee; Student Recruitment Committee; PCPS Young Owners/Decision Makers Networking Group member Alaska Society of CPAs – President-Elect; Financial Literacy Committee, Chair; Leadership Committee; Relations with Education Committee Alaska […]

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Lindsay Stevenson, CPA, CGMA – 2017 40 Under 40 Honoree

Lindsay Stevenson, CPA, CGMA Age: 35Employer: 1st Financial Bank USATitle: Vice President – Finance & TaxCity/State: Dakota Dunes, South Dakota Listen to this podcastProfessional Associations/Memberships: (1) AICPA – (a) general council (member-at-large) 2018-2021; (b) YMLC (Young Members Leadership Committee) Vice Chair; (c) WIEC (Women’s Initiatives Executive Committee) member; (d) DIEP (Depository Institutions Expert Panel) member. […]

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Nick Pasquarosa, MST – 2017 40 Under 40 Honoree

Nick Pasquarosa, MST Age: 25Masters in TaxationEmployer: Bookkeeper360Title: Founder & Chief Executive OfficerLong Island, New Yorkwww.bookkeeper360.com Listen to this podcast   Professional Associations/Memberships: Xero Partner Advisory Council, Young Entrepreneur Council, Forbes Technology Council, Board Member of FLIP Society a 501(c)(3) Organization As founder and CEO of Bookkeeper360, Bookkeeper360 has grown to be recognized as the […]