Joanna Email & Phone Number
Partner, Family Office @ Frank, Rimerman + Co. LLP
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Joanna Location
- Portland, OR, US
Joanna Work
- Partner, Family Office @ (July 2024 - Present)
- Director, Family Office @ (August 2023 - July 2024)
- Senior Manager, Family Office @ (August 2020 - August 2023)
- Manager, Family Office @ (May 2018 - August 2020)
- Controller @ (January 2018 - January 2018)
- Controller Consultant @ (January 2016 - January 2018)
- Manager, Tax @ (August 2013 - February 2016)
- Senior Associate, Tax @ (August 2010 - August 2013)
- Associate, Tax @ (September 2008 - August 2010)
- Accounting and Finance Intern @ (January 2007 - January 2007)
- Faculty Support @ (January 2006 - January 2007)
Joanna Education
- University of Oregon 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
- Account Reconciliation
- Accounting
- Audit
- Auditing
- Bank Reconciliation
- Business Process Improvement
- CPA
- Cash Flow Forecasting
- Client Relationship Strengthening
- Estate Planning
- Expensify
- Financial Accounting
- Financial Analysis
- Financial Reporting
- Financial Statements
- General Ledger
- Google Drive Suite
- Leadership
- Management
- Microsoft Excel
- Microsoft Office Suite
- Monthly Close
- Performance Management
- Planning
- Project Management
- QuickBooks
- Risk Management
- Sage Intacct
- Stock Option Planning
- Tax
- Tax Accounting
- Tax Preparation
- Tax Research
- Tax Return Preparation
- Tax Returns
- Team Building
- Training
- Quicken
- Tax Planning
- Tax Provision
- Account Management
- Mathematics
- 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.) in Accounting @ University of Oregon Lundquist College of Business. With a robust skill set that includes Account Reconciliation, Accounting, Audit, Auditing, Bank Reconciliation and more. Joanna has 2 emails and 1 mobile phone numbers on RocketReach.
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