![Dee R. Balch](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>)
Dee R. Balch
Corporate Officer/Principal at
The American Institute of Certified Public Accountants
Profile
Dee R.
Balch is a member of The American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Balch's former jobs include Executive Director at Ernst & Young LLP, CFO, Secretary, Treasurer, Director & CAO at Strategic Realty Trust, Inc., Financial Analyst at Citicorp, Inc., Principal at Florida Power & Light Co., Senior Auditor at KPMG Peat Marwick LLP, and Senior Vice President at Buchanan Street Partners LP.
Balch received an undergraduate degree from Florida Atlantic University and undergraduate and MBA degrees from the University of Miami.
Balch's current job(s) include membership in The American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Dee R. Balch active positions
| Companies | Position | Start |
|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants | Corporate Officer/Principal | - |
California Society of Certified Public Accountants
 California Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The California Society of Certified Public Accountants (CalCPA) serves current, past, and future CPAs and accounting professionals by offering continuing professional education, networking, career development, health programs, and professional protection. The non-profit company is based in Redwood City, CA. CalCPA supports CPA licensure and education with guidance on exam requirements, licensing steps, renewal processes, regulatory review courses, livestreams, and resources for licensing questions. The organization administers the AICPA peer review program for firms, provides directories and compliance support, and promotes financial empowerment and literacy through community outreach, educational presentations in schools, volunteer resources, and disaster victim counseling. CalCPA publishes the "California CPA Magazine," hosts conferences and virtual events on topics such as estate planning, AI, and crypto asset accounting, and offers advertising and sponsorship opportunities. It operates affiliated nonprofit entities that provide educational resources and professional development, and maintains transparency through published bylaws, financial statements, and policies. | Corporate Officer/Principal | - |
Former positions of Dee R. Balch
| Companies | Position | End |
|---|---|---|
| STRC RLTY | Director of Finance/CFO | 09/08/2013 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Director/Board Member | 01/01/2010 |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Corporate Officer/Principal | - |
Florida Power & Light Co.
 Florida Power & Light Co. Electric UtilitiesUtilities Generates and sells electric energy & provides payments services | Comptroller/Controller/Auditor | - |
KPMG Peat Marwick LLP
 KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Comptroller/Controller/Auditor | - |
Training of Dee R. Balch
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
Florida Power & Light Co.
Florida Power & Light Co. Electric UtilitiesUtilities Generates and sells electric energy & provides payments services | Utilities |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Strategic Realty Trust, Inc.
 Strategic Realty Trust, Inc. Real Estate Investment TrustsFinance Operates as a real estate investment trust | Finance |
KPMG Peat Marwick LLP
KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants | Commercial Services |
Florida Atlantic University
 Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Buchanan Street Partners LP
 Buchanan Street Partners LP Investment ManagersFinance Buchanan Street Partners invests in companies located in the United States. The firm targets companies operating in the fields of multifamily, retail, office, industrial, and self-storage sectors. It provides financing in the form of equity and debt for value-added, opportunistic direct investments and acquisitions. | Finance |
California Society of Certified Public Accountants
California Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The California Society of Certified Public Accountants (CalCPA) serves current, past, and future CPAs and accounting professionals by offering continuing professional education, networking, career development, health programs, and professional protection. The non-profit company is based in Redwood City, CA. CalCPA supports CPA licensure and education with guidance on exam requirements, licensing steps, renewal processes, regulatory review courses, livestreams, and resources for licensing questions. The organization administers the AICPA peer review program for firms, provides directories and compliance support, and promotes financial empowerment and literacy through community outreach, educational presentations in schools, volunteer resources, and disaster victim counseling. CalCPA publishes the "California CPA Magazine," hosts conferences and virtual events on topics such as estate planning, AI, and crypto asset accounting, and offers advertising and sponsorship opportunities. It operates affiliated nonprofit entities that provide educational resources and professional development, and maintains transparency through published bylaws, financial statements, and policies. | Commercial Services |
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