Angela joined CORE Wealth Advisors in 2018. In her current role as Strategic Project Manager, she handles multiple ventures simultaneously working to coordinate efforts and resources to bolster the success of the firm and its clients.
Angela’s consistent focus on process improvement ensures CORE is constantly advancing and enhancing the CORE client experience. She works diligently to launch new initiatives internally, and her role serves as a bridge between strategy, execution and vision realization.
Her attention to detail, organization, and passion for accounting help to provide the unique clients of CORE with exceptional service on highly specialized projects.
Angela holds a Bachelor of Science Degree in Accounting from the University of South Florida. Prior to joining CORE, Angela worked in various roles within the tax and non-profit accounting sectors.
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