Levi Polk

Levi Polk, CPA, has a diverse and extensive work history spanning various roles and responsibilities. Levi most recently held the position of VP of Finance at TricorBraun since July 2022. Prior to this, they served as the Corporate Controller at TricorBraun from October 2019 to July 2022.

Before joining TricorBraun, Levi worked at Charter Communications, where they held the role of Director, Accounting from January 2019 to October 2019 and Senior Manager, Accounting from March 2018 to December 2018.

Levi's earlier experience includes working at Scottrade, where they served as AVP - Assistant Controller from December 2015 to February 2018, Accounting Manager from January 2014 to December 2015, Accounting Supervisor from January 2013 to December 2013, and Senior Accountant from September 2012 to January 2013. Levi played a significant role in leading the shared service accounting function, project management, large complex transactions and contracts, process improvement, and back-office conversion projects.

Earlier in their career, Levi gained valuable experience at Ernst & Young LLP as a Certified Public Accountant (CPA) in Assurance Services. During their tenure from July 2009 to September 2012, they served as an audit engagement coordinator, primary client contact, and mentor for staff accountants.

Additionally, Levi had internship experience as a Tax Preparation Intern at Moeller Williams Edington from January 2009 to April 2009.

Levi's career began with customer service roles at Boone County National Bank and Tigers Credit Union from October 2006 to December 2008 and August 2007 to February 2008, respectively.

Levi also worked as a Shipping and Receiving Associate at Midway USA from February 2006 to August 2007, and as a Teller at Montgomery Bank from June 2005 to January 2006.

Levi's early professional experience includes an associate position at Lowe's Home Improvement from August 2003 to August 2004.

Overall, Levi Polk's work experience showcases their expertise in finance leadership, accounting, auditing, project management, process improvement, and customer service across a variety of industries and organizations.

Levi Polk, CPA, obtained a Masters in Accounting from the University of Missouri-Columbia from 2004 to 2009. During the same period, they also earned a Bachelor of Business Administration (B.B.A.) in Accounting and Business/Management from the same institution. In addition to their educational background, Levi holds additional certifications as a CPA and has also obtained a Series 27 certification.