Joanna Email & Phone Number
Partner, Family Office @ Frank, Rimerman + Co. LLP
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Joanna Location
- Portland, OR, US
Joanna Work
- 2024 -now Partner, Family Office @
- 2023 -2024 Director, Family Office @
- 2020 -2023 Senior Manager, Family Office @
- 2018 -2020 Manager, Family Office @
- 2018 -2018 Controller @
- 2016 -2018 Controller Consultant @
- 2013 -2016 Manager, Tax @
- 2010 -2013 Senior Associate, Tax @
- 2008 -2010 Associate, Tax @
- 2007 -2007 Accounting and Finance Intern @
- 2006 -2007 Faculty Support @
Joanna Education
- University of Oregon - Charles H. Lundquist College of Business
Master of Science (M.S.), Accounting
2007-2008 - University of Oregon Lundquist College of Business
Bachelor of Arts (B.A.), Accounting Major with a concentration in Finance
2003-2007
Joanna Skills
- Leadership
- Quicken
- CPA
- Planning
- Accounting
- Tax Planning
- Tax Provision
- Account Management
- Tax
- Bank Reconciliation
- Account Reconciliation
- Financial Accounting
- Microsoft Excel
- Audit
- Financial Analysis
- Monthly Close
- Tax Accounting
- QuickBooks
- Tax Preparation
- Management
- Financial Reporting
- Financial Statements
- General Ledger
- Tax Returns
- Tax Return Preparation
- Stock Option Planning
- Tax Research
- Mathematics
- Auditing
- Wellness
- SAP PS
- Concepts
- Pls
- Winter
- C
- Valuation
- Cost Accounting
- Community
- Undergraduate
- Self Defense
- Applications
- Differential Scanning Calorimetry
- Managerial Finance
- Taxations
- Investments
- Academic
- Sexuality
- Finance
- Env
- Software
- Information System
- Strategy
- American Politics
- Hatha Yoga
- Macro
- Degrees
- Fin
- Operations Management
- Credit
- Legal
- SoC
- Business Statistics
- China
- Bus
- HTTPS
- Culture
- Hood
- Science
- Jazz
- Cycling
- French
- Hip Hop
- International Finance
Joanna Summary
- Joanna, based in Portland, OR, US, is currently a Partner, Family Office at Frank, Rimerman + Co. LLP. Joanna brings experience from previous roles at Frank, Rimerman + Co. LLP and Workplay Ventures. Joanna holds a 2007 - 2008 Master of Science (M.S.), Accounting @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Leadership, Quicken, CPA, Planning, Accounting and more. Joanna has 2 emails and 2 mobile phone numbers on RocketReach.
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