CEFO Advisors is thrilled to welcome Megan Arnone to the team as Director of Staff. Megan brings seven years of public accounting experience within industries including asset management, broker dealers, government, charitable foundations, higher education and defined contribution and defined benefit employee benefit plans. She also has experience with financial reporting and report analysis, conducting and executing audits, investor relations and committee presentations, and coaching and mentoring team members.
“CEFO Advisors’ company culture aligns with my core values and passion of helping others grow and succeed and I’m excited to grow both professionally and be a part of our client’s growth as well,” Megan said.
Megan’s goal is to understand client needs and objectives and help them develop strategies to effectively achieve them. In her free time, Megan enjoys spending time with her fiancé and their golden-doodle, Remi, either on the boat or outdoors hiking. She has also been spending more time cooking and learning new recipes.
Stay updated on CEFO Advisors and follow us on LinkedIn: https://www.linkedin.com/company/cefo-advisors/.