Cali Eisenman, CPA - Email & Phone Number

Tax Advisor at Loring, Wolcott & Coolidge Trust, Llc

Cali Eisenman, CPA is based out of United States and works at Loring, Wolcott & Coolidge Trust, Llc as Tax Advisor.

Cali Eisenman, CPA's Contact Information

Latest update

May 11, 2024

Location

United States

Cali Eisenman, CPA's Work History

Tax Advisor

Loring, Wolcott & Coolidge Trust, LLC

Aug 2022 - Present

Senior Tax Manager - Private Client Services

BDO USA

Aug 2021 - Aug 2022

Tax Manager - Private Client Services

BDO USA

Aug 2019 - Aug 2021

Senior Tax Associate - Private Client Services

BDO USA

Aug 2017 - Aug 2019

Experienced Tax Associate - Private Client Services

BDO USA

Dec 2015 - Aug 2017

Tax Associate

PwC

Jan 2014 - Nov 2015

Cali Eisenman, CPA's Education

Northeastern University

Master of Science in Accounting

2013 - 2013

Stonehill College

Bachelor of Science

2009 - 2013

Cali Eisenman, CPA's Skills

Accounting

Leadership

Financial Accounting

Data Analysis

Microsoft Excel

Microsoft Word

Cali's current employer

Loring, Wolcott & Coolidge Trust, Llc

Description

Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come.

Website

lwcotrust.com

HQ Location

Boston, MA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Loring, Wolcott & Coolidge Trust, Llc

Frequent questions about Cali Eisenman, CPA

What company is Cali Eisenman, CPA working for?

Cali Eisenman, CPA works for Loring, Wolcott & Coolidge Trust, Llc.

What is Cali Eisenman, CPA's function at Loring, Wolcott & Coolidge Trust, Llc?

Cali Eisenman, CPA is Tax Advisor at Loring, Wolcott & Coolidge Trust, Llc.

Where is Cali Eisenman, CPA based?

Cali Eisenman, CPA is based out of United States.

Who are Cali Eisenman, CPA's co-workers?

Cali Eisenman, CPA's colleagues are Kathryn Howie, Thomas Francione, Brian Tow, Lauren Thompson, Jessica Benjamin, Alison Newcomb, Bethany Shukie, Jonathan Korb, Melissa Welch, James Reddy, Kelsey Fitzpatrick, Jo-Ann Capobianco, Jeffrey Cole, Julie Mackin, Sean Kennedy, Alexandra Lowe, Andy Mims, Courtney Monteleone, Elizabeth Dornburgh, Kerri Caulfield, David Cuetos, Wendy Holding, Lucy Martins-Jackson, Laura Reidy, Benjamin Cantor, Christine Izzo, Mary Duffey, James Landor, Leslie DeNino, Mary Harn, Melanie Gulden, Sheila Daly, Amory Logan, Andrew Reed.

Cali's co-workers

Kathryn Howie

Trustee Assistant to Lawrence Coolidge

Thomas Francione

Head of Fiduciary Services

Brian Tow

Head Equity and Fixed Income Trader

Lauren Thompson

Head of Tax

Jessica Benjamin

Head of the Sustainability Group

Alison Newcomb

Head of Investment Operations

Bethany Shukie

Lead Tax Advisor

Jonathan Korb

Managing Director and General Counsel

Melissa Welch

Head Of Human Resources

Investment Operations Specialist

Senior Trust Administrator

Mary Duffey

Associate Trust Counsel

Human Resources Manager

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