Cara DiLorenzo

Tax Supervisor at Bederson LLP
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Fairfield, New Jersey, United States, JE

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Bederson LLP
    • Accounting
    • 1 - 100 Employee
    • Tax Supervisor
      • Oct 2022 - Present

    • Senior Tax Associate
      • Feb 2013 - May 2023

  • Paychex
    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Payroll Specialist
      • Nov 2011 - Feb 2013

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Finance Intern
      • Jan 2011 - May 2011

      Prepared Investment Performance Reports and various client reports/graphs. Compiled portfolios including performance reviews, asset allocation summaries, and equity summaries. Organized new account packages for new and existing clients. Assisted advisors in day-to-day tasks. Trained replacement intern once internship concluded. Prepared Investment Performance Reports and various client reports/graphs. Compiled portfolios including performance reviews, asset allocation summaries, and equity summaries. Organized new account packages for new and existing clients. Assisted advisors in day-to-day tasks. Trained replacement intern once internship concluded.

Education

  • Sacred Heart University, John F. Welch College of Business
    Bachelor, Science Accounting Major

Community

You need to have a working account to view this content. Click here to join now