Bernadette Zatta

Bernadette Zatta

Analyst-Fixed Income chez AJ Wealth Strategies LLC

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Profil

Ms. Bernadette Zatta is a Tax Manager at AJ Wealth Strategies LLC.
She manages all tax work AJ Wealth handles for its clients.
Her work on income tax projections, returns and coordination with a variety of accountants, team members and clients, enables client teams to concentrate on other planning work for their clients.
Prior to joining the firm, she was a Senior Tax Accountant at EisnerAmper LLP in their Personal Wealth group for High Net Worth clients.
In addition, she worked at Anchin, Block & Anchin LLP where she handled the compliance needs for trusts, partnerships, corporations and private foundations.
She received a Bachelor of Science in Accounting from Siena College in 2012.

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SociétésPosteDébut
Analyst-Fixed Income 01/10/2016
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Siena College Undergraduate Degree

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