Donald has been a CPA practicing in New Mexico since 1998. He received a Master of Business Administration degree from the Anderson School of Management at the University of New Mexico in December of 1996. His concentration was in accounting. While at the Anderson School, he received the Anderson/Roberts Fellowship, the Paul J. Vollmer, Jr. Scholarship in Accounting, and the Anderson Foundation Board Fellowship.
Prior to earning his M.B.A, Donald received a Bachelor of Arts degree in English literature from Northwestern University in Evanston, Illinois. He graduated Phi Beta Kappa. Donald began his CPA career as a staff accountant at a local Santa Fe firm specializing in tax. He was the Controller and CFO of a Family Office in Santa Fe for eleven years.
In this capacity, he performed investment portfolio and private investment accounting and administration, cash flow projection and management, private foundation accounting, and administration of business entities and personal affairs.He also provided coordination and planning with outside legal, accounting, and investment advisors.
Prior to earning his M.B.A, Donald received a Bachelor of Arts degree in English literature from Northwestern University in Evanston, Illinois. He graduated Phi Beta Kappa. Donald began his CPA career as a staff accountant at a local Santa Fe firm specializing in tax. He was the Controller and CFO of a Family Office in Santa Fe for eleven years.
In this capacity, he performed investment portfolio and private investment accounting and administration, cash flow projection and management, private foundation accounting, and administration of business entities and personal affairs.He also provided coordination and planning with outside legal, accounting, and investment advisors.
Services
People who have significant wealth and are interested in philanthropy often set up a private foundation as a vehicle for their charitable giving.
Depending on the size of the foundation's endowment, the foundation may require a full office staff for program administration as well as accounting and investment administration.
However, in some situations, contracting with an outside firm for the financial administration of the foundation's affairs can be more effective.
The principals of Lake Peak have eighteen combined years of experience in accounting and administrative services for private and community foundations.
Depending on the size of the foundation's endowment, the foundation may require a full office staff for program administration as well as accounting and investment administration.
However, in some situations, contracting with an outside firm for the financial administration of the foundation's affairs can be more effective.
The principals of Lake Peak have eighteen combined years of experience in accounting and administrative services for private and community foundations.
The principals of Lake Peak have over twenty-five combined years of experience in accounting and administrative services for small and mid-size businesses including sole proprietorships, corporations, limited liability companies, partnerships, home-owners associations, and non-profit organizations.
Depending on the size and day to day activities of a business, the entity may require a full office staff for accounting and administration.
However, in some situations, contracting with an outside firm for the financial administration of the business affairs can be more effective and cost efficient.
Depending on the size and day to day activities of a business, the entity may require a full office staff for accounting and administration.
However, in some situations, contracting with an outside firm for the financial administration of the business affairs can be more effective and cost efficient.
Collaborative Divorce is the alternative divorce approach offering the parting couple the support, protection, and guidance of their lawyers and other professionals, without going to court.
With their Collaborative Divorce Team, the parties work together respectfully to negotiate a mutually acceptable settlement, creating shared solutions acknowledging the highest priorities of all.
A Divorce Financial Specialist works with attorneys, clients and other professionals in the divorce process to ensure information about the couple's finances is accurate, complete and understandable to everyone involved.
With their Collaborative Divorce Team, the parties work together respectfully to negotiate a mutually acceptable settlement, creating shared solutions acknowledging the highest priorities of all.
A Divorce Financial Specialist works with attorneys, clients and other professionals in the divorce process to ensure information about the couple's finances is accurate, complete and understandable to everyone involved.
Reviews
Be the first to review Lake Peak Associates.
Write a Review
