Joe Bergstrom

Joe Bergstrom, CPA, has extensive work experience in finance and accounting roles. Joe began their career at LarsonAllen as a Manager, where they provided services such as audits, reviews, compilations, and income tax planning. Joe then moved on to NativeX, where they served as the Director of Finance and Controller, overseeing financial and accounting functions and maintaining banking relationships. Joe later became the VP of Account Development at NativeX, leading and overseeing the Account Development teams. Currently, they are working at Preferred Credit, Inc. as the Chief Financial Officer, responsible for financial governance, reporting, budgeting, treasury management, taxation, and strategic planning. Joe has also held the position of Chief Operating Officer at Preferred Credit, Inc. Overall, Joe Bergstrom has a strong background in finance and accounting with a focus on leadership, strategic oversight, and financial management.

Joe Bergstrom, CPA obtained a Bachelor of Science (B.S.) degree in Accounting from Minnesota State University, Mankato, where they studied from 1998 to 2002. Joe has also earned additional certifications, including the Executive Forum from the Anderson Center, and is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA) through the AICPA. The specific months and years of obtaining the CPA and CGMA certifications are not provided.