GARY GRAB & ASSOCIATES - Key Persons
Job Titles:
- Administrative Team Member
Job Titles:
- Vice President of Operations
Jill has been with our firm since 2013. A University of Buffalo graduate, she has a Bachelor's degree in Economics as well as an extensive background in the financial field.
She brings with her 6 years of experience as a record keeper and pension consultant for a publicly traded 401k TPA, and has 12 years of being a licensed financial advisor assistant .
Jill has been a key component at our firm, proving herself exceptional in both customer service and in organizational leadership and abilities. She is an integral part of our everyday operations
Susan is an Enrolled Agent and has over twenty-five years of providing exceptional accounting and tax services to clients. During her career, she has worked broadly with large and small businesses and individuals on a wide range of tax, accounting, and multistate issues. Susan previously worked for a national CPA firm primarily serving international tax clients. She enjoys opportunities to strategize on how to efficiently conduct operations and minimize tax burdens and has a passion for collaborating with clients to establish long-lasting relationships. Susan has a BS in Accounting and a Master's in Business Administration.