Jeff Ly

Accountant IV-Grants at Massachusetts State Police
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Skills

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Experience

  • Massachusetts State Police
    • United States
    • Law Enforcement
    • 400 - 500 Employee
    • Accountant IV-Grants
      • Nov 2022 - Present

  • Worcester District Attorney Office
    • Worcester, Massachusetts
    • Fiscal Administrator
      • Nov 2018 - Aug 2021

  • AAF Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Specialist
      • Apr 2015 - Nov 2018

  • AAFCPAs
    • United States
    • Accounting
    • 200 - 300 Employee
    • Assistant Wealth Advisor
      • Nov 2008 - Nov 2018

      I joined AAFCPAs since 2008 and was working in the tax department until 2013. I also joined the wealth management team in 2012 and stay with the WM team until now. My responsibilities are client services and office operations, client onboarding set up, prepare & data entry for the financial plans, prepare for client meetings, maintain and update client account and personal information on Fidelity Wealth Central and Morningstar Office, documentations & compliance follow up, quarterly report & fee calculations, assist with year-end income projections and tax plan, train and develop new team member and to support our WM team. Show less

Education

  • Worcester State University
    Bachelor of Business Administration (B.B.A.), Accounting and Finance
    2003 - 2008

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