Shana McMorran

Shana McMorran, MBA, is a seasoned tax professional with extensive experience in tax accounting and client relationship management. Currently serving as a Senior Tax Analyst at The Wonderful Company since February 2022, Shana is also the Founder of Kala Financial from January 2023. Previously, Shana held dual roles at HCVT, including Senior Tax Accountant and Advanced Tax Accountant, focusing on income tax returns for estates, trusts, and high-net-worth individuals, as well as providing tax planning and research. Additionally, Shana worked as a Licensed Relationship Banker at JPMorgan Chase & Co., managing relationships with high-net-worth individuals and delivering comprehensive financial solutions. Shana holds a Master's degree in Finance and Financial Management Services from California Lutheran University and a Bachelor’s degree in Marketing from Hawaii Pacific University.