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200: Interview with CPA and investment advisor at Cain Watters & Associates, Brittany Frazier

29:22
 
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Manage episode 339047545 series 1927328
Sisällön tarjoaa Mommy Dentists In Business and Dr. Grace Yum. Mommy Dentists In Business and Dr. Grace Yum tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Brittany is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish and a Master of Science in accounting.

Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas office. There, as a senior associate, she worked extensively in tax compliance and consulting services in both the financial and private-company service industries. She joined the CWA team in 2013.

Brittany is a Certified Public Accountant an Investment Advisor Representative and a proud mommy to her two young sons. She founded CWA’s Women in Financial Planning organization in 2020, aimed to help professional women collaborate to reach success both in the workplace and home life. Brittany is passionate about financial education, which is exemplified through her volunteer work with the 3to1 Foundation, which teaches financial literacy to youth in Dallas and beyond.

  continue reading

102 jaksoa

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iconJaa
 
Manage episode 339047545 series 1927328
Sisällön tarjoaa Mommy Dentists In Business and Dr. Grace Yum. Mommy Dentists In Business and Dr. Grace Yum tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Brittany is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish and a Master of Science in accounting.

Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas office. There, as a senior associate, she worked extensively in tax compliance and consulting services in both the financial and private-company service industries. She joined the CWA team in 2013.

Brittany is a Certified Public Accountant an Investment Advisor Representative and a proud mommy to her two young sons. She founded CWA’s Women in Financial Planning organization in 2020, aimed to help professional women collaborate to reach success both in the workplace and home life. Brittany is passionate about financial education, which is exemplified through her volunteer work with the 3to1 Foundation, which teaches financial literacy to youth in Dallas and beyond.

  continue reading

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