Brad Haston, CFP®, MBA

Staff Accountant, Financial Analyst at Novinger, Ball & Zivi, P.C.
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Contact Information
us****@****om
(386) 825-5501
Location
Knoxville, Tennessee, United States, US
Skills

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Nov, 2024
  • Series 65
    FINRA
    Aug, 2017
    - Nov, 2024
  • UT Bloomberg Master© (Acknowledged in Equities, Fixed Income, Foreign Exchange & Commodities)
    Haslam College of Business at the University of Tennessee

Experience

  • Novinger, Ball & Zivi, P.C. (NBZ)
    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant, Financial Analyst
      • Jan 2016 - Present

  • University of Tennessee
    • Higher Education
    • 700 & Above Employee
    • MBA Graduate 2015, Finance
      • Aug 2014 - Dec 2015

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Adviser Intern
      • May 2015 - Aug 2015

  • Miller Tanner Associates - WBENC Certified; Global Event/Meeting Planning Services
    • United States
    • Events Services
    • 1 - 100 Employee
    • IT Support
      • Aug 2012 - Jul 2014

    • Assistant to the Operations Manager
      • Aug 2011 - Aug 2012

  • Charles L Haston, Jr., CPA
    • Sparta, TN
    • Tax Associate
      • Feb 2011 - Apr 2011

      • Preparation of individual tax returns while completing a degree in accounting. • Preparation of individual tax returns while completing a degree in accounting.

  • Charles L Haston, Jr., CPA
    • Sparta, Tennessee
    • Bookkeeping and Payroll Clerk
      • May 2006 - Jul 2007

      • Ensured timely payments of outstanding invoices, and prepared weekly and monthly financial statements for 3 clients. • Computed and prepared payroll checks; ensured accurate and timely payment. • Ensured timely payments of outstanding invoices, and prepared weekly and monthly financial statements for 3 clients. • Computed and prepared payroll checks; ensured accurate and timely payment.

Education

  • University of Tennessee-Knoxville
    Master of Business Administration (M.B.A.), Finance and Financial Management Services
    2014 - 2015
  • Tennessee Technological University
    Bachelor of Business Administration (B.B.A.), Finance
    2012 - 2013
  • Tennessee Technological University
    Bachelor of Business Administration (B.B.A.), Accounting
    2008 - 2011

Community

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