Josh Bennett, CFP®, EA
Founder at Vincere Tax- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Francisco, California, United States, US
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Experience
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Vincere Tax
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United States
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Accounting
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1 - 100 Employee
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Founder
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Jan 2021 - Present
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Vincere Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Founder, CEO
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Jan 2018 - Present
San Francisco Bay Area
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Owner / Founder
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Jan 2017 - Present
San Francisco Bay Area
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Director
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Mar 2017 - Dec 2017
San Francisco Bay Area
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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VP, Financial Consultant
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Nov 2015 - Feb 2017
Corte Madera, CA
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Associate Financial Consultant
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Sep 2014 - Oct 2015
San Francisco Bay Area
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Equity Broker / Client Service Specialist
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Aug 2012 - Sep 2014
Indianapolis, Indiana Area
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Blackbaud
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United States
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Software Development
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700 & Above Employee
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Technical Support Analyst
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Jul 2011 - Jul 2012
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Lazer Frenzy Product Manager
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Oct 2010 - Oct 2011
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Intern
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2009 - 2009
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Intern
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2009 - 2009
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Education
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Indiana University Bloomington
Telecommunications, Business -
Carmel High School
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Carmel High School
Community
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