Major Product/SVS:
Professional accounting; Auditing; Tax and management advisory services
Hobbies/Sports:
Spending time with her children; Reading; Skiing
Education Degrees:
Master's Degree in Taxation, Golden Gate University, CA (2003); Bachelor's Degree in Accounting, The University of Southern California (1995)
Affiliations Awards:
California Society of CPAs; American Institute of CPAs
Number Of Years In Profession:
13
What Does He/She Attribute Success To:
She attributes her success to having that professional curiosity and wanting to understand everything.
Why did you become involved in your profession or industry?:
She became involved in her profession as she had always enjoyed working with numbers; she took a tax class and a few accounting classes.
Position Responsibilities and Duties:
Managing the engagement of clients; Coordinating upcoming work; Overseeing staff of six; Ensuring the movement of products; Facilitating and training; Calling clients back; Meeting clients one-on-one
Where Will You Be In 5 Years:
In five years, Ms. Bermudez wants to become a partner and grow the firm.