CPA
415-217-6909
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Spott, Lucey & Wall, Inc. CPAs (1999 to Present)
- San Francisco, California
Accounting and compliance services provided to various businesses and high net worth individuals investing in sophisticated portfolios including multi-state professional service corporations, closely held corporations, foreign corporations, foreign governments, etc. Manages the firms' high net worth individual practice.
San Francisco State University, San Francisco, California
- Bachelor of Science Degree in Accounting awarded 1999
Certified Public Accountant, California 2003
Golden Gate University, San Francisco, California
- Masters in Taxation awarded 2005 with a Certificate in International Taxation (2006).
2006 Student of the Year - Golden Gate University Masters' Program. Her thesis is on Passive Foreign Investment Companies (Summer 2006)
- Member of the California Society of Certified Public Accountants
- Hong Kong Associations of Northern California
- Singapore American Business Association
- Fluent in Spanish and Cantonese
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