The Finance and Accounting team at Osaic is responsible for managing the company's financial operations, ensuring accurate reporting, budgeting, and compliance with accounting standards. They provide critical financial insights to support strategic decision-making and oversee functions such as accounts payable, tax management, and financial analysis. This team plays a key role in fostering a sustainable financial environment that aligns with Osaic’s mission in wealth management.
Andrew Portuese
Senior Accounting Manager
Brittany Esfeld
Director Of Financial Reportin...
Charlotte Rocchio
Senior Accounting Manager
Evan Speck
Senior Accountant
Isaac Martinez
Sr. Manager- Finance Data & BI
Jacob Kniep
Senior Financial Analyst
James Kruger
Accounting Manager
Lee Underdahl
Finance Manager
Nicholas Bonfe
Senior Financial Analyst
Sam Scott
Senior Financial Analyst
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