Denise wears many hats for this organization: tax preparer, operations manager, event organizer, marketing specialist, compliance monitor, auditing staff, human resource manager, billing and collections manager, xerox engineer, and snack monitor. Of course, she has been busier since Jessica arrived at the office because Jess has quite a sweet tooth.
Her multiple talents have made her an institution at the firm. Luckily, Denise is at our office year round so we can tap her operational, management and tax skills for a smooth tax season.
Denise also works as a Loan Officer for Alternative Mortgage Sources. We'd like to think that her years at the tax factory enhanced her skills involving money management, financing and lending. But the truth is that she was born to be the "Queen of Follow-Up" (and who better to ensure a successful loan process).
If you have any questions about a home purchase loan or refinance, you can reach her at her direct line shown below.
Professional Experience:
Over twenty years experience with a public accounting firm to include administration, tax preparation and audit field work. Ten years experience as a loan officer.
Education:
- Bachelor of Science, Biology, CSU, Hayward, CA
- AA Degree, Chemistry, Los Medanos College, Pittsburg, CA
Professional Affiliations:
Favorite color: green
Favorite quote: "Get a life"
Favorite other stuff: She is a great animal lover and it is
rumored she has a "Dalmatian" outfit. She is schedule for yet another tennis tournament this Spring.
Community and Professional Service:
- Sponsored the Ice-Cream Social Fundraiser for Ombudsman of Contra Costa
- Food Bank of Contra Costa and Solano County
- Best Friends Animal Sanctuary
