Since 2005, Jane Ozuna has been the comptroller of the firm and its associate companies.
She handles all aspects of the firms' finances. She is also the accounting liaison for the firms' "Laureate Clients" and uses her extensive knowledge to gather and compile each client's information so that the firm and the client can reach their Estate Planning goals.
She has been involved in the Accounting/Bookkeeping field for over 20 years.
From the beginning of the year to the last portion of the first quarter, the Strazzeri Mancini office has been business as usual. Client case work, internal team training, visiting with new clients, and of course, educational opportunities.
This month the team took a day away from the office to enjoy a restful and relaxing day at the Mission Bay park. This "team event" day was held with every team member present. A few weeks prior to the team event, the Partners took their annual trip to Port Townsend, WA for an exclusive partner meeting.
Here is the month of March in Review:
March 1: Alex Matuk teaches with Financial Advisor Greg Banner entitled "Begin with the end in mind"
March 9: Joe Strazzeri and Stephen Mancini conduct a Compelling Message session for financial firm
March 13: Joe Strazzeri and Alex Matuk present at a Regional Conference for Edward Jones group in Carlsbad, CA