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Shannon DeLorso

Accounting Coordinator at Connecticut Wealth Management, LLC

Shannon DeLorso has a diverse range of work experience. In their most recent role as an Accounting Coordinator at Connecticut Wealth Management, LLC, they provided financial planning and investment advisory services. Prior to that, they worked as a Tax Preparer at Federman, Lally & Remis, where they accurately prepared tax returns for corporations, partnerships, and individuals. Shannon'srole as a Bookkeeper at Overabove involved processing client invoices, reviewing aging reports, and managing vendor invoices. As a Business Manager at New England Auto Detailing, they implemented financial controls and streamlined the monthly closing process. In their earlier career, they served as an Executive Assistant in the Tax Department at Kostin, Ruffkess & Company, LLC, where they coordinated meetings, managed professional development, and interacted with clients and tax authorities. Shannon's professional journey began as an Administrative Coordinator at The Clubhouse.

Shannon DeLorso attended Central Connecticut State University from 1998 to 2003, where they pursued a Bachelor of Arts (BA) degree in Psychology.

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Timeline

  • Accounting Coordinator

    July, 2021 - present