DAWN M. TROUT
Tax accounting expert Dawn M. Trout, EA, MSA, has been a co-equity partner and an enrolled agent at Gallagher and Rhodes PA since 2019.
Tax accounting expert Dawn M. Trout, EA, MSA, has been a co-equity partner and an enrolled agent at Gallagher and Rhodes PA since 2019.
As North American (NA) Treasury Trade Desk support with BMO, Sandra Williams has more than two decades of experience in the financial sector.
Cori Macri, a senior business relationship manager at JPMorgan Chase & Co., has built a successful career in banking for more than 20 years.
Cathy C. Bonczek, owner of CCB Communications LLC, excels in executive coaching by helping senior leaders enhance their communication skills.
Shelley A. Svoren is the chief executive officer and founder of Infinite Branches, helping start-up businesses within the aviation industry.
An inspiration to aspiring pros, Katie Maria Chikonde, MBA, is a vice president and director of capital markets with Dart Bank in Colorado.
Daniela Mejias Cacace, senior accountant and financial analyst with Aventiv Technologies, LLC, oversees treasury management, assets and more.
Georgia L. Smith, vice president of finance at Fiserv Inc., leverages her deep base of experience as an established asset to the company.
Rola Hajeb, MBA, RFC, principal of Emerald Blue Advisors in California, leverages more than 25 years of expertise in the financial industry.
Industry veteran Anna M. Bailey has found her niche as the managing partner of Chestnut Capital Management LLC based in Jonesville, Virginia.
Lori A. Phillips, director of business strategy at Discover Financial Services, helps the information risk department manage deliverables.
Sophie Zhang Bedoya, MBA, CPA, is head of valuations, private equity, venture capital, infrastructure and real estate at H.I.G. Capital, LLC.
Kathleen M. Naraghi, chief operating officer and chief financial officer at WelComm, Inc., in California, oversees accounting and tax duties.
Bringing a wealth of experience, Jenna Williams is vice president and U.S. SBA business development officer at Heritage Bank of Commerce.
Rachel E. James Hainaut, CPA, is director of investor reporting for the Logistics Property Company LLC, leveraging her accounting expertise.
Certified financial planner Veronica Karas is the principal, financial advisor, and FA team manager at CAPTRUST in New Hyde Park, New York.
Crystal Lin is a successful chartered financial analyst and an attorney whose mother inspired her early to achieve high professional pursuits.
Gail Pinkham Nelson is the owner of G&G Connections LLC, a notary public, and director of training and quality assurance at CEA Fresh Farms.
Capiz K. Calloway is a VP and business development consultant at Advanced Financial Strategies and consultant at Raymond James Financial Inc.
Linda A. Hamilton, CPA, is also a certified exit planning advisor, SYSTEMologist,® and the founder and CEO of Linda A. Hamilton, CPA, LLC.
Cutting-edge expert Carol Grunberg, MBA, is the chief business officer with Yuno, a payments orchestration and financial technology company.
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM