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Bio

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Vickie Tarantino is a seasoned finance professional with 21+ years of experience in accounting, business analysis, and portfolio management. She has worked with various companies, including TransWorld Manufacturing Company, Victoria Tarantino Consulting, LLC, and Wealthfront Inc., providing services in bookkeeping, business analysis, and portfolio administration. Vickie holds a degree in Business Administration and Accounting and Bookkeeping Specialist certification from Las Vegas-Professional Institute of Technology and Accounting.

Credentials

  • QuickBooks Certified User-Pro/Premier 2012
    Certiport
    Sep, 2013
    - Apr, 2026
  • Series 7 license, previously held
    National Association of Security Dealers

Experience

    • Bookkeeping
      • Apr 2016 - Present
      • Las Vegas Valley, NV

      Accounting activities pertaining to weekly, monthly, annual operating activities.

    • Senior Business Analyst and Portfolio Accounting/Administration
      • Jul 2003 - Present

      Business Analyst/Project Manager-Hybrid: Act as interface between the business sponsor and design team to interpret the project vision, develop business and functional requirements, project plan development/ maintenance, keep events current and visible to achieve milestones through project completion. Functional/ procedural policy review/revision, training script creation, issues resolution.Portfolio Accounting/Administration: Portfolio accounting software implementation/migration, analyze existing scripts and custom reports as translates to reporting, initial portfolio valuations from historical start date, portfolio activity reconciliations. Training and extensive documentation of all processes developed and implemented.

    • Portfolio Accounting and Bookkeeping
      • Jan 2011 - Present
      • Henderson, NV

      Portfolio Accounting and Bookkeeping for family office; Advent/Axys portfolio accounting software and general ledger module (GLX) implementation. Maintain portfolio accounting system and general ledger module when necessary.

  • Wealthfront Inc.
    • Redwood City, CA
    • Consultant - Business Analyst
      • Sep 2015 - Feb 2016
      • Redwood City, CA

  • BMO Harris Private Banking
    • Greater Chicago Area
    • Consultant - Business Analyst
      • Feb 2012 - May 2012
      • Greater Chicago Area

    • Consultant - Investment Management & Trust (IM&T)
      • Apr 2009 - Apr 2011

    • Business Analyst and Portfolio Accounting/Administration
      • 1999 - 2009

Education

  • 1977 - 1979
    San Francisco State University
    B.A., Business Administration, Marketing
  • Las Vegas-Professional Institute of Technology and Accounting
    Accounting and Bookkeeping Specialist

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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