FAQs
- What is your typical process for working with a new customer?
Interview questions to get to know the customer more. Ensure accurate contact information. Typically, onboarding takes place very quickly.
- What education and/or training do you have that relates to your work?
I graduated business management with concentration in finance, Summa Cum Laude and with honors. Thereafter, I worked the banking sector for 12 years, domestically and internationally. My experience and background prepared me to be keen to detail and be disciplined with rigorous financial. training.
- How did you get started doing this type of work?
As a child, I was passionate about math and numbers. Eventually, fast forward through time, I went to work for 2 of the largest financial institutions in the US and worked as an economic advisor before deciding to open up an accounting firm in 2014.