Talia provides a broad range of financial services to JDJ clients, including detailed net worth reporting and analysis of expenses, investment account administration and reconciliation, payroll processing, charitable and philanthropic administration, as well as budgeting and cash flow planning. Talia’s dedication and positive attitude make her an integral part of our team.
Prior to joining JDJ, Talia was an account manager in the Rothstein Kass Family Office Group, where she provided administrative family office services to high net worth individuals. Talia honed her accounting skills as a senior general ledger accountant at Cambridge Systematics, where she was responsible for accounts receivable, accounts payable, and general ledger functions.
Talia graduated from Roger Williams University with a Bachelor of Science degree in Accounting, and a minor in Architecture.