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    Keith Barreras

    I help businesses save on their taxes

    Keith Barreras is currently the Lead Account Executive at Source Advisors and GOAT.tax, a position he has held since May 2023. With over seven years of experience in sales, he specializes in R&D tax credit solutions, assisting businesses in maximizing their tax credits and enhancing their overall experiences with these services.123

    Professional Background

    Before joining Source Advisors, Barreras worked in various roles within the tech industry:

    • Strategic Account Manager at Pavilion (July 2021 - March 2023)
    • Account Executive at DTEN (June 2020 - April 2021)
    • Account Executive at Solvvy (April 2018 - May 2020)
    • Senior Business Development Representative at Workday Adaptive Planning (December 2015 - April 2018)

    His early career included a position as a Management Trainee at Enterprise Holdings.123

    Education

    Barreras holds a Bachelor's Degree in Cultural Anthropology from the University of California, Santa Cruz, which he completed in June 2015.1

    Approach and Philosophy

    In his current role, Barreras emphasizes building strong, trust-based relationships with clients through clear communication and effective solutions. His focus is on tailoring services to meet the specific needs of each business, particularly in navigating the complexities of tax credits.24

    Outside of work, he enjoys music, traveling, and outdoor activities.3

    Highlights

    Nov 7 · theorg.com
    Keith Barreras - Lead Account Executive - Goat.tax at ...
    Keith Barreras
    Jun 28 · sourceadvisors.com
    Meet Our Team

    Related Questions

    What specific R&D tax credit solutions does Keith Barreras specialize in?
    How has Keith Barreras' experience at Pavilion influenced his work at Source Advisors?
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    How does Keith Barreras build trust-based relationships with his clients?
    What unique challenges has Keith Barreras faced in the tech industry?
    Keith Barreras
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    Location

    Greater Sacramento