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Casey Gee, CPA

Advisor Sacramento, California Area, US

Family Office Services Manager, Apercen Partners LLC. Previously Senior Accountant, Apercen Partners LLC.

Family Office Services Manager, Apercen Partners LLC. Previously Senior Accountant, Apercen Partners LLC.

followers
following
3 vouches

Involved In

Positions

Family Office Services Manager Apercen Partners LLC August 2013 - present
Senior Accountant Apercen Partners LLC March 2013 - August 2013
Audit Senior Crowe Horwath LLP July 2010 - February 2013
Assurance Associate Perry-Smith LLP August 2008 - July 2010

Education

University of California, Davis - Graduate School of Management Finance, Strategy & Entrepreneurship 2012 - 2015
University of San Francisco Accounting and Finance 2004 - 2008

Interested In

Advisor With
  • • Growth
  • • Healthcare
  • • App development
  • • Equity contracts
  • • Health Systems
  • • Marketing Strategy
  • • F
  • • Startup Funding
Markets of Interest
  • • Media
  • • Financial Services

You Should Know About Me

Key Accomplishments

Not completed yet

3
Vouches Received

1
Vouches Given

Think Casey is awesome?
Vouch for them.

Josh Fasulo
They're my school  •  Previously Advisory Board Member, Beacon. Previously Marketing Consultant, RF Biocidics (UC Davis IMPACT Project).
I worked with Casey on a number of graduate school projects. She's an analytical thinker and does a great job of backing up her creative ide ... as quantitatively. She's an excellent collaborator, always makes a team stronger and is hands down one of the best group mates I had in my time at school.
Sean Bunton
They're my school  •  SR Business Analyst, Sutter Health. Previously SR Financial Data Analyst, Sutter health. University of California, Davis grad.
Casey is awesome! I have worked on many project throughout my MBA with Casey and am always impressed with her quality of work. She always do ... es what it takes to get the job done, and always in an impressive fasion even when others fail in their commitments. If there was one business partner I could choose for a venture, it would be Casey.
Nick Sherrell
They're my current cofounder  •  Data Consultant, Kaiser Permanente. Previously Quality Specialist, Kaiser Permanente.
Casey is a business powerhouse! She has great vision, intelligence, and an amazing ability to build rapport with everyone she meets. Casey i ... s the go-to for strategy development, company structure, and ensuring that things get done...and done correctly!

Sean Bunton
They're my current cofounder  •  SR Business Analyst, Sutter Health. Previously SR Financial Data Analyst, Sutter health. University of California, Davis grad.
Sean and I have worked together on numerous projects throughout the MBA program at UC Davis. He is extremely reliable and always follows th ... ough with his contribution as well as offers to assist with any unfinished areas. Sean is not afraid to take charge when needed in order to get the job done.