Wealth Strategy Partners
Chad Wilson, CPA, serves as a Financial Advisor at WestPac Wealth Partners since May 2020, focusing on wealth management as a Registered Representative of Park Avenue Securities LLC. Prior to this role, Chad Wilson held the position of Director at Stapleton Group, Inc. and operated as a self-employed Financial and Accounting Consultant from July 2015 to May 2020. Experience also includes serving as Inventory & Operations Accounting Manager at Hyla Mobile from June 2013 to June 2015, where responsibilities encompassed comprehensive inventory accounting, team management, ERP implementation, and collaboration with operations teams. Earlier experience includes a role as Assurance Senior at Ernst & Young, leading audits for diverse industries and contributing to revenue recognition testing and SOX compliance. Chad Wilson earned a Bachelor of Accountancy degree from the University of San Diego in 2010.
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