Kveta Giertl

Chief Compliance Officer @ GreenWood Investors

Country

City

United States

Industry

Investment Management

Skill

Internal Compliance, Compliance Oversight, Research Skills, Financial Controlling, Insurance Policies, Balance Sheet Review, Accounts Receivable (AR), Accounts Payable (AP), Compliance Regulations, Wealth Management Services, Financial Audits, Bookkeeping, Financial Statements, Financial Reporting, Operations, Operational Excellence, Operational Efficiency, Operational Cost Analysis, Internal Audits, Financial Analysis

Experience

Chief Compliance Officer

GreenWood Investors

2024-1 - Present · 2 yrs 9 mos

Chief Operating Officer

GreenWood Investors

2018-4 - Present · 8 yrs 6 mos

New York, New York

Accountant

Business Consulting and Tax Preparation

2002-4 - 2018-4 · 16 yrs 1 mo

Controller

Carr Securities Corporation Inc.

2011-2 - 2015-10 · 4 yrs 9 mos

Port Washington, New York, United States

Oversee the accounting operations of the firm. Coordinate with outside professionals and regulatory agencies. Monitor firm's financial condition.

Accountant

Arthur Andersen Business Consulting

2000-6 - 2002-4 · 1 yr 11 mos

Melville, New York, United States

Work on various consulting projects for high net worth clients. Prepare tax returns for companies and individuals. Assist in tax audits. Collaborate with management to ensure that clients receive the best advice, find solutions that meet the needs of employees and the business at the same time while achieving increased tax efficiency and the success of the organization.

Junior Accountant

Prime Financial Group

1998-5 - 2000-5 · 2 yrs 1 mo

Melville, New York, United States

Post journal entries, maintain accounts, receivables and payables. Administer payroll and assist in tax preparation for firm's clients. Assist clients with proficiency in QuickBooks and reconcile monthly transactions.