CEO and Managing Director, CPA
Partner, Accounting/FinOp
Partner, CPA, FinOp
Elizabeth Attanasio holds a Bachelor’s Degree in Accounting from St. John’s University in 2001. She is a Certified Public Accountant, Financial Operations Principal (FINRA Series 27, 99) and Certified Anti-Money Laundering Specialist. She has had extensive training in public accounting and auditing for over 16 years at broker-dealer-oriented firms such as Rothstein Kass, Anchin, Block and Anchin and WithumSmith+Brown.
Elizabeth is familiar with all facets of management and financial reporting and regulatory (SEC & FINRA) compliance. She has been a licensed FinOp for broker-dealers for over eight years and has acted as their outsourced chief financial officer. Elizabeth is currently an active member of the Stock Brokerage Committee of the NYSSCPA and a member of the AICPA and ACAMS. She also volunteers with Autism Speaks and is the chairperson of her local committee.
Partner, CPA, FinOp