back to top

Our Team: Gloria Tan, MBA

back to team

Gloria provides a variety of accounting services to JDJ clients, including bill paying and expense reporting, credit card and bank account reconciliations, and financial reporting. Gloria possesses an outstanding work ethic and is dedicated to ensuring a high level of service for her clients. 

Before joining JDJ in 2021, Gloria was a Staff Accountant at a local technology start-up company where she managed accounts payable and receivable and maintained the chart of account. In addition, Gloria held the position of Cost Audit Analyst at a telecommunications firm. In this role she reviewed invoices for payment, analyzed costs to identify trends and discrepancies, and performed monthly audits on payments, reconciliations, and accruals.

Gloria earned a Bachelor of Science in Business Administration from the University of Rhode Island and a Master of Science in Accounting from Suffolk University. During college, she spent a semester studying abroad in Taiwan. Gloria earned a Master’s in Business Administration from Suffolk University.


Contact Us

Questions? Contact us to learn how JDJ can make a difference in your life.


© 2024 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru