Joan is a Staff Accountant with the CFO Services team. She is responsible for processing bill payments, reconciling accounts, and preparing reports for the clients.
Prior to joining AdvicePeriod, Joan worked as an accountant and purchasing specialist in a lighting manufacturing company. She holds a Bachelor’s Degree in Accountancy from California State University, Long Beach.
In her free time, Joan likes to go to museums, Disneyland, the movies, and go to karaoke bars.