Profil
Ms. Paula Rocha is a Financial Analyst at Moisand Fitzgerald Tamayo LLC.
She joined the firm in 2019 after working as a summer intern.
She assists the Financial Planning Department with developing client financial plans and retirement models and the Tax Department with the preparation of tax returns and tax projections.
She earned a Bachelor of Science degree in Personal Financial Planning from the University of South Florida.
Aktiva positioner av Paula Rocha
| Företag | Position | Start |
|---|---|---|
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns. | Analyst-Equity | 2019-09-01 |
Paula Rochas utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of South Florida
University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns. | Finance |
















