Robert Davies Cpa, Pfs

Robert Davies, CPA, PFS has a diverse and extensive work experience. Robert began their career as a Senior Accountant and Computer Audit Specialist at Peat, Marwick, Mitchell & Co. in 1976. Robert then joined Beta Optical Company in 1980 and served as the Senior Vice President of Finance & Administration until 1988. Following this, they became a Principal and Director of Business Valuations at Kahn, Litwin, Renza & Co., Ltd. in 1988.

In addition to their corporate roles, Robert has also been actively involved in various organizations. Robert served as a Secretary and Board Member for Accountants for Public Interest of Rhode Island from 1978 to 1981. Robert was a founding Board Member for the Make-A-Wish Foundation in Rhode Island from 1994 to 2001. Robert also served as the Treasurer and Board Member for North Kingstown American Little League from 1998 to 2003. Moreover, Robert contributed their expertise as a Board Member for RI Quality Institute from 2004 to 2007.

Robert Davies, CPA, PFS attended Southern New Hampshire University from 1968 to 1972, where they obtained a Bachelor of Science degree in Accounting. In addition to their education, they have also obtained several certifications including Certified Public Accountant (CPA) from the RI Board of Accountancy, Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts (NACVA), and Personal Financial Specialist (PFS) from the Amercial Institute of CPAs (AICPA). The specific years and months of obtaining these certifications are not provided.