Linda provides a broad range of accounting and financial services to JDJ clients, including investment administration, detailed net worth reporting and analysis of expenses, investment account reconciliation, budgeting and cash flow planning, payroll administration, and tax planning coordination. Linda possesses an outstanding work ethic and is dedicated to ensuring a high level of service for her clients.

Before joining JDJ, Linda worked at Loomis Sayles & Company for more than eight years, most recently in the position of senior accountant. In this role, she performed general ledger duties, including journal entries to profit & loss and balance sheet accounts. She managed the company’s salary and benefit accounts for 650 employees, responsible for the analysis, forecasting, and review of spending on compensation. Previously, Linda was the finance coordinator at a New York-based fashion company where her duties included the preparation and analysis of the firm’s financial statements, profit and loss statement, budget, and forecasting reports.

Linda earned a Bachelor of Science in Finance from Bentley University and a Master in Business Administration from Northeastern University. She is pursuing certification as a Certified Public Accountant. Linda is fluent in both Mandarin and Cantonese, and as a certified English tutor she performs volunteer language tutoring at the Boston Chinatown Neighborhood Center.