![Denice Soda](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Denice Soda, CPA, is Investment Accountant at David Vaughan Investments, Inc.
Ms. Soda joined David Vaughan Investments in March 2009.
Prior to that, she was an intern with Berbee Information Networks (now known as CDW) in Madison Wisconsin, and was employed with the Department of Public Properties in Pekin.
In addition to strong accounting credentials, her career path includes experience in auditing, project management and human resources.
Ms. Soda graduated from Bradley University with a bachelor’s degree in Accounting in 2007 and she is a member of the Illinois CPA Society.
She resides in Peoria Heights with her fiance and two teenage daughters.
In her free time, she enjoys being outdoors, jogging with her girls and cooking.
She also enjoys community involvement and has been a volunteer tax preparer.
| Sociétés | Poste | Fin |
|---|---|---|
Berbee Information Networks Corp.
 Berbee Information Networks Corp. Packaged SoftwareTechnology Services Provides information technology solutions | Corporate Officer/Principal | - |
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Comptroller/Controller/Auditor | - |
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Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Finance |
Berbee Information Networks Corp.
Berbee Information Networks Corp. Packaged SoftwareTechnology Services Provides information technology solutions | Technology Services |
Bradley University
 Bradley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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