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Tricia Meola
Director, Cfo Advisory at Wiss
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Work Experience
Jun 2020 - Present · 4 years and 7 months
Director, Cfo Advisory
Jul 2023 - Present · 1 years and 6 months
Senior Manager, Cfo Advisory
Jul 2021 - Jul 2023 · 2 years
Manager, Cfo Advisory
Jun 2020 - Jul 2021 · 1 years and 1 months
Company Details
201-500 Employees
Hello. We are Wiss. A team of passionate accountants and financial experts who go beyond balancing the books. We empower businesses to secure and sustain financial futures by building operational frameworks around accounting, tax optimization, family office, and wealth management. For over 50 years, we’ve built long-standing relationships with two distinct customers: privately held, investor-backed companies and family-run businesses. Servicing the middle market, our expertise spans from advisory and wealth management to accounting and assurance, with a keen focus on data analytics to drive outcomes. Beyond the numbers, our culture is rich with social impact programs designed to benefit our employees and local communities. When people find Wiss, they stay for the long haul. While we love to talk numbers, we thrive on hearing the stories that propelled you to success while tackling obstacles for growth. Connect with one of our practice leads to see how we can magnify your business. And leave the accounting to us!
Year Founded
1969
Social Media
LinkedinFacebookTwitter
Industry
Accounting
HQ Location
352 Park Avenue South, 9th Floor New York, NY 10010, US
Keywords
AccountingCFO AdvisoryWealth ManagementEstate PlanningBusiness StrategyDigital StrategyDatAnalyticsAutomatioBusiness Process Review
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