ABOUT
Jami L. FacchinelloCPA, MT, CFA, PFS
Managing Partner WTFCFO, LLC (WTFCFO.com)
Over thirty years in finance, accounting, investments, and business consulting:
CEO/CFO/COO Small Business Consultant
Including Strategic Planning, Operations, Finance, Accounting, Marketing, Administration, and Sales
Public Accounting (Tax Specialist)
Institutional Money Management
Corporate Pension Plan ($9B Trust and $1.4B stock portfolio management)
Government Pension Plan ($500M Trust and $100M bond portfolio management)
Private Money Management Firm – ($400M serving individuals, corporations, and trusts)
University Endowment Committee Member ($400M)
PROFESSIONAL
Certifications & Affiliations
- Chartered Financial Analyst
- CFA Institute
- CFA Society Colorado
- Certified Public Accountant, Colorado
- Certified Public Accountant, Arizona
- American Institute of Certified Public Accountants (AICPA)
- Colorado Society of Certified Public Accountants
- University of AZ Investment Committee Member (2000-2004)
Education
- University of Denver, Graduate Tax Program, Denver, CO
College of Law and College of Business Administration, Masters of Taxation - Louisiana State University, College of Business, Baton Rouge, LA
Bachelor of Science Degree, Major: Accounting - Award, College – Peat, Marwick, Mitchell & Co. Award for Highest Average in Basic Auditing
Contact Jami
480.527.5552
PO Box 4747, Sedona, AZ 86340
info@wtfcfo.com