Joey Wood
Executive Assistant at Capstone Asset Management Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Canada, CA
Languages
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English Native or bilingual proficiency
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Credentials
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Certified Professional Bookkeeper
Certified Professional Bookkeepers of Canada (CPB Canada)Jan, 2010- Nov, 2024 -
QuickBooks Desktop Accountant
Intuit -
QuickBooks Online Accountant
Intuit
Experience
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Capstone Asset Management Inc.
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Canada
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Investment Management
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1 - 100 Employee
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Executive Assistant
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Mar 2021 - Present
Executive Assistant to Portfolio Manager, Maria Dawes Executive Assistant to Portfolio Manager, Maria Dawes
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It Figures Tax & Accounting Inc.
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Surrey, BC
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Senior Accounting & Tax technician
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Jan 2010 - Dec 2021
Owner / Operator Owner / Operator
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Envision Financial, a division of First West Credit Union
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Canada
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Financial Services
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200 - 300 Employee
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Financial Advisor
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2018 - 2021
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Bankruptcy firm
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Surrey, British Columbia, Canada
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Senior Tax Technician
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2009 - 2012
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Avisar Chartered Professional Accountants
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Canada
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Accounting
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1 - 100 Employee
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Tax Technician
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2007 - 2009
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Manufacturing company
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Richmond, British Columbia, Canada
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Director of Finance
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2002 - 2005
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Educational company
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Surrey, British Columbia, Canada
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Project Manager
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1999 - 2002
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East & Company Chartered Accountants
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Vancouver, British Columbia, Canada
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Office Manager
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1992 - 1999
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Education
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2005 - 2007
Kwantlen Polytechnic University
Accounting Diploma -
IFSE Institute
Diploma, Canadian Investment Funds Course
Community
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