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Gerly Lopez

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About Gerly Lopez

Gerly Lopez is Tax Staff of Welgaard CPAs & Advisors based in 916 West 16th Street Pella, IA 50219, US. Previously worked at The Back Office, LLC as a Accountant. Welgaard CPAs & Advisors is a Business Services, Accounting Services company in 916 West 16th Street Pella, IA 50219, US with 47 employees.

Gerly Lopez has 18 years of professional experience, with an average of 2 years per position throughout their career. Their recent employment history shows 2 changes in the past 3 years, with medium job stability. they have Fortune 500 company experience.

Gerly Lopez holds a degree from Grand View University, with 4 years since graduation. Their career does not include experience at a global enterprise, with a base location in Ankeny, Iowa, United States, us.

Gerly Lopez Social
Gerly Lopez Work
Gerly Lopez have been working for 18 years. Currently Gerly Lopez is the Tax Staff @Welgaard CPAs & Advisors, with experience in Accountant @The Back Office, LLC
Tax Staff
May 2023 - Present · 2 years and 3 months
Accountant
May 2022 - Jun 2023 · 1 years and 1 months
Administration & Bookkeeping at Boelman Shaw
Jun 2020 - Jun 2023 · 3 years
About Gerly Lopez's Current Company
51-200 Employees

Welgaard CPAs & Advisors is founded in 1979, operates from its headquarter in 916 West 16th Street Pella, IA 50219, US. The company operates in the Business Services, Accounting Services sector.

Welgaard CPAs & Advisors specializes in Tax preparation, Effective record keeping, Effective accounting systems, Business problem solving, Estate planning, Financial planning, Investment advisory, Insurance services, and offers services including Tax preparation services, Record keeping systems, and Accounting systems.

Year Founded
1979
Social Media
LinkedinFacebookTwitter
Total Funding
$350000
Primary Industry
Business Services, Accounting Services
HQ Location
916 West 16th Street Pella, IA 50219, US
Expertise
Tax preparationEffective record keepingEffective accounting systemsBusiness problem solvingEstate planningFinancial planningInvestment advisoryInsurance services
Solutions
Tax preparation servicesRecord keeping systemsAccounting systemsBusiness problem solvingEstate planning servicesFinancial planning servicesInvestment advisory servicesInsurance services
Keywords
CpaAccountingTaxAuditAssurance ServicesFinancial ServicesTax PreparationTax ComplianceFinancial ReportingBookkeeping
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Gerly Lopez Education

Gerly Lopez completed at Grand View University (2020-08 - 2022-08) , at Des Moines Area Community College (2018 - 2019) , etc

Grand View University
Aug 2020 - Aug 2022
Des Moines Area Community College
2018 - 2019
Gerly Lopez Skills
Financial
QuickBooks, Financial Services, Loans
Project and Plan Management
Accounting, Banking
Customer Relations and Sales
Sales
Other
Insurance, Credit, Loan Origination, Residential Mortgages, Refinance, Casualty Claims, Auto Claims, Insurance Adjusting

Gerly Lopez Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Gerly Lopez found in 2025.

  • Email AddressG**@welgaardcpa.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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