Elizabeth provides a variety of accounting services to JDJ clients, including bill paying and expense reporting, investment and bank account reconciliations, financial reporting, and tax document organization. Elizabeth’s superb work ethic, combined with her professionalism and tremendous attention to detail, make her an asset to the JDJ team.
Before joining JDJ, Elizabeth was an associate at a multi-family office where she prepared tax returns for individuals, trusts, family partnerships, and S-corporations. In addition, she created customized financial reports for ultra-high net worth individuals that included net worth, asset allocation, investment performance, and other metrics. She also maintained detailed balance sheet and profit & loss statements for her clients.
Elizabeth was honored with JDJ's Capturing and Recognizing Excellence (CARE) award for her ongoing commitment to clients and colleagues. In early 2021, Elizabeth played a pivotal role in managing two busy and complex client relationships while another member of the team was out. Despite a number of special projects and expanded scope of work, Elizabeth executed everything with thoughtfulness and excellent followthrough. Elizabeth is respected for her teaching abilities, strong technical skills, and her care and concern for her colleagues.
Elizabeth graduated cum laude from Northeastern University with a Bachelor of Science degree in Mathematics and Economics.