Penny Fleming, CFP®, currently serves as the Director of Family Office Services at EisnerAmper, a role held since December 2021, after previously functioning as a Senior Manager in the same department. Prior to EisnerAmper, Penny held the position of Manager in Family Office Services at Caler, Donten, Levine, Cohen, Porter & Veil PA from April 2019 to December 2021. With extensive experience in financial management, roles included Controller and Product Controller at III Capital Management from April 2007 to March 2019, Assistant Controller at GenSpring - SunTrust Private Wealth from July 2002 to March 2007, and Accounting Manager/Controller at Unocal Oriental Energy Co. Ltd from November 1996 to December 2000. Educational qualifications include an MBA in Finance from Nova Southeastern University and a Bachelor's Degree in Accounting from Zhengzhou Institute of Aeronautical Industry Management.
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