Verena joined First western in 2005 and serves as a principal operator for the Accounting and Family Office Division, which offers customized accounting and bookkeeping for trusts, foundations, partnerships, small businesses and individuals. Verena oversees the daily accounting operations of the firm and manages various family office services on an individual client-need basis. Prior to joining First Western, Verena worked at the California Science Center Foundation. She also worked at Broidy Capital Management and Mellon Bank where she was an assistant client relationship manager of the Private Asset Management Group Division.
Credentials
- Bachelor of Science from the University of Massachusetts, Amherst
- CPA License
Involvement
- Church Choir, East Sarang Church in Chino
- Volunteers at her church by serving meals to the homeless.
Interests
- Verena and her husband reside in Hacienda Heights and enjoy playing golf.