Type Of Business:
Certified public accountant
Expertise:
Tax and accounting; New business development; Estate planning
Major Product/SVS:
Accounting; Financial services
Hobbies/Sports:
Traveling; Working out; Yoga; Cooking; Spending time with her grandchildren
Education Degrees:
Bachelor of Science in Accounting, SUNY College at Old Westbury (1990)
Affiliations Awards:
New York State Society of CPAs; National Organization of Accounting Practitioners; The Chamber of Commerce of the Massapequas; US Chamber of Commerce
How would you like to be remembered by your peers?:
I would like to be remembered as a proactive professional who is client centric, actively maintains a close relationship with my client and who constantly looks to educate myself in ways that will benefit the them.
Throughout the duration of your career, what was the one highlight that stood out the most?:
I have mentored several college students that have made Accounting their career choice
Charity:
Community Counseling; Local Church; Local Blood Drives; mentoring college students
Number Of Years In Profession:
25
Number Of Years In Current Position:
18
What Does He/She Attribute Success To:
She attributes her success to her sense of responsibility and accountability as well as following her career outlook "Creating Lifetime Partnerships"
Why did you become involved in your profession or industry?:
She became involved in her profession because of an internship she received while in college that led to a permanent position.
Position Responsibilities and Duties:
Practice development; Client relations; Maintaining staff; Accounting
Awards/Honors:
Nominated by the Chamber of Commerce for Distinguished Businessperson of the Year (2012)