Account H
Deputy Finance Director at Moss Adams | Mandaue, Central Visayas, Philippines
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In my current role as Deputy Finance Director at Moss Adams, I bring a comprehensive understanding of financial management combined with a strategic mindset to support the firm’s growth and operational excellence. My responsibilities extend beyond traditional finance functions, as I collaborate closely with senior leadership to develop and implement financial strategies that align with Moss Adams’ overall business objectives. This involves overseeing budgeting, forecasting, and financial analysis to ensure optimal resource allocation and profitability, particularly within the Los Angeles market. My expertise in market research and investment products enables me to provide valuable insights into industry trends and investment opportunities, helping the firm make informed decisions that maximize client value and operational efficiency.
Drawing on my extensive background in customer service and sales, I excel at building strong relationships with clients and internal stakeholders, fostering a collaborative environment that encourages innovative financial solutions. My analytical skills and research capabilities allow me to identify financial risks and opportunities proactively, supporting strategic initiatives that drive sustainable growth. Additionally, my proficiency in working with investors and understanding stocks and market dynamics enhances my ability to contribute to Moss Adams’ investment strategies and financial planning processes. With a focus on continuous improvement and going the extra mile, I am committed to leveraging my skills in market research, financial analysis, and cross-cultural communication—particularly in bilingual contexts—to support the firm’s mission of delivering exceptional value to clients and stakeholders alike.
Deputy Finance Director at Moss Adams in January 2012 to Present
Senior Consultant at Fidelity Investments in January 2008 to January 2012
Financial Analyst at Fidelity Investments in January 2004 to January 2008
Business Consultant at Merrill Lynch in January 2002 to January 2004
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Renmin University of China, Bachelor's degree
University of Chicago, Master of Science - MS
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Market Research
Chinese
English
Research Skills
Investment Products
Working with Investors
Stocks
Analytical Skills
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Discover more about Moss AdamsWhat is Account H email address?
Email Account H at [email protected]. This email is the most updated Account H's email found in 2026.
How to contact Account H?
To contact Account H send an email to [email protected]. (updated on April 29, 2025)
What company does Account H work for?
Account H works for Moss Adams
What is Account H's role at Moss Adams?
Account H is Deputy Finance Director
What is Account H's Phone Number?
Account H's phone (**) *** *** 119
What industry does Account H work in?
Account H works in the Management Consulting industry.
Account H Email Addresses
Account H Phone Numbers
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