With over 15 years of senior management and consulting experience, Joan advises small businesses and social enterprises in sourcing working capital and disaster financing, developing business and e-commerce strategies, creating business plans, complying with legal entity governance, and resolving both federal and state accounting and tax issues.
During her employment tenure in the financial and account services sector, Joan held the positions of Regional Controller, Controller and Auditor in both Fortune 500 and entrepreneurial, high-growth companies.
Joan holds an MBA degree in Finance and Marketing from the University of California, Los Angeles, and BA degree in Business Economics and Accounting from the University of California, Santa Barbara. She is a California Certified Public Accountant (inactive).
Expertise: Accounting COVID-19 Regulations Finance