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Tony Vicari | Elance
 
176985602337900
Last Sign-in: Sep 21, 2015

Tony Vicari

Finance, Systems and Capital Raising
   United States
  |   Santa Ana, CA
  |  6:51 pm Local Time

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Tony Vicari's identity has been verified.  Learn More

Overview

Minimum Hourly Rate $49

I have over 20 years experience in corporate finance, accounting, investment management and tax. My goal is to provide a comprehensive solution to emerging and start-up companies.

Industry experience includes:

Financial Services
Software
Life Sciences
Manufacturing
Transportation
Real Estate
Distribution

Services Include:

QuickBooks set-up and implementation
Ongoing accounting and financial services
Capital raises; equity, traditional debt and venture debt
401(k) plan set up and...

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Skills (8)

Tested

Service Description

Services Include:

QuickBooks set-up and implementation
Ongoing accounting and financial services
Capital raises; equity, traditional debt and venture debt
401(k) plan set up and implementation

Read More »

Employment

Self Employed
Principal
2014 - Present
Financial and Investment Consultant for Closely Held Businesses. Services include Capital Raising, QuickBooks Consulting, Investments and Tax Planning.
Fisher Investments
Regional Vice President
2013 - 2014
Defined Retirement Solutions, LLC
Principal
2012 - 2013
Providing investment advisory, fiduciary compliance and tax planning solutions to 401(k) plan sponsors and their participants.
Capital Advisors Group
Senior Vice President
2007 - 2011
Self Employed
Principal
2003 - 2007
Business Development and Financial Consultant for Life Science Clients.
Provasis Therapeutics, Inc.
Treasurer, Controller and Corporate Secretary
2002 - 2003

Education

Babson College
Bachelor of Science (B.S.)
-
Overview  |  Job History  |  Resume/C.V.

Keywords

Quickbooks Capital Investments Finance Accounting
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Identity
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anthonyvicari
Type
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Member Since
November 2014
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Tony Vicari | Elance

Tony Vicari