Motivated finance professional seeking opportunities within family offices or broader roles in the financial services sector. Brings a strong foundation in accounting and financial operations developed through prior experience at Frank, Rimerman + Co. LLP. Known for communication, discretion, and a client-focused approach, with a keen interest in wealth management, investment analysis, and private financial planning. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Investing, Reading, Hiking, Fishing, Biking, Backpacking, Exploring, Volunteering, Golfing (sometimes)