Frank, Rimerman + Co. Executive and Leadership Team

Courtney Coddington, the Manager, Accounting & Chief Financial Officer, Advisory at Frank, Rimerman + Co., directs critical financial operations and client advisory services. Coddington oversees the accounting functions, ensuring accuracy and compliance for a diverse client base. This leadership position involves guiding teams in delivering expert consulting on financial strategy and operational efficiency. By focusing on client needs, Courtney Coddington drives the delivery of tailored solutions that support business growth and stability. The role demands a deep understanding of accounting principles and a proactive approach to financial management, ensuring the firm's advisory services remain at the forefront of the industry. Coddington's oversight extends to managing project timelines and resource allocation, guaranteeing high-quality service delivery.

Steve Baroni, the Counsel & Chief Financial Officer, Accounting & Advisory Practice at Frank, Rimerman + Co., provides strategic legal and financial guidance. Baroni's responsibilities encompass overseeing the legal aspects of the firm's operations and ensuring financial integrity within the accounting and advisory practices. This dual role requires a comprehensive understanding of both corporate law and financial management. Steve Baroni works closely with other leaders to navigate complex regulatory landscapes and mitigate risk. The focus is on maintaining the highest standards of professional conduct and client service. By integrating legal counsel with financial oversight, Baroni strengthens the firm's advisory capabilities and safeguards its reputation. This executive drives the strategic direction for financial compliance and ethical business practices across the organization.

Melanie Kidder, the Partner, Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., leads strategic client engagements and firm development. Kidder's expertise centers on providing high-level financial advisory services, guiding clients through complex accounting challenges and financial planning. This partner role involves cultivating client relationships and identifying opportunities for service expansion. Melanie Kidder collaborates with internal teams to ensure seamless service delivery and uphold the firm's reputation for excellence. The position demands a forward-thinking approach to financial management and a commitment to driving client success. By leveraging extensive experience, Kidder enhances the firm's advisory offerings and contributes significantly to its market position. Strategic oversight of advisory projects ensures optimal outcomes for businesses seeking financial acumen.

Clarissa Dench, the Director, Operations & Chief Financial Officer, Accounting & Advisory Services at Frank, Rimerman + Co., manages the operational framework and financial health of the advisory division. Dench directs internal operations, optimizing resource allocation and workflow efficiency to support client service delivery. This role is crucial for ensuring the smooth functioning of the accounting and advisory teams. Clarissa Dench works to implement best practices in operational management and financial oversight. The objective is to enhance productivity and maintain service quality across all engagements. By focusing on operational excellence, Dench contributes to the firm's ability to scale and meet evolving market demands. Strategic management of operational processes underpins the firm's capacity to deliver consistent, high-value advisory services.

Sophia Hanna-Chiang, the Manager, Accounting & Chief Financial Officer, Advisory at Frank, Rimerman + Co., spearheads client financial management and advisory initiatives. Hanna-Chiang guides clients in navigating intricate accounting matters and developing robust financial strategies. This management position involves leading project teams and ensuring the successful execution of advisory services. Sophia Hanna-Chiang focuses on delivering actionable insights and fostering client trust through expert financial counsel. The role requires a keen understanding of financial reporting and compliance standards. By driving client success, Hanna-Chiang reinforces the firm's commitment to providing exceptional accounting and advisory support. Strategic guidance in financial planning supports client objectives and firm growth.

Justine Hsu, the Manager - Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., oversees key client accounts and financial advisory projects. Hsu directs teams in delivering comprehensive accounting solutions and strategic financial guidance. This managerial role emphasizes client relationship management and the successful implementation of financial strategies. Justine Hsu ensures that advisory services align with client objectives and industry best practices. The focus is on providing clear, data-driven recommendations to enhance financial performance. By managing project lifecycles, Hsu guarantees the timely and effective delivery of expert advice. This leadership contributes to strengthening the firm's advisory capabilities and client satisfaction.

Ned Connell, the Senior Accountant In Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., provides expert accounting services and financial analysis. Connell supports client engagements by performing detailed financial reviews and preparing accurate accounting reports. This senior role involves contributing technical expertise to advisory projects and ensuring compliance with accounting standards. Ned Connell plays a vital part in developing financial models and offering insights to clients. The focus is on delivering high-quality accounting support that informs strategic decision-making. By meticulously managing financial data, Connell ensures the integrity of client financial information. This dedication to accuracy strengthens the firm's advisory offerings and client confidence.

Samantha Perlmutter, the Manager - Accounting and Chief Financial Officer Advisory at Frank, Rimerman + Co., leads client-facing financial advisory engagements. Perlmutter directs teams in providing strategic accounting support and financial planning services. This management role involves fostering strong client relationships and ensuring the delivery of tailored financial solutions. Samantha Perlmutter focuses on enhancing client financial operations through expert guidance and analysis. The objective is to drive efficiency and profitability for businesses seeking specialized accounting advice. By overseeing project execution, Perlmutter ensures that advisory services meet the highest standards of quality and impact. This leadership contributes to the firm's reputation for delivering exceptional financial counsel.