SPECIALISTS
Jamie B. Montanio
Partner, Citrin Cooperman Advisors LLC
Experience
Jamie Montanio is a partner with 17 years of experience in public accounting. She is also the co-leader of the firm's Business Management and Family Office (BMFO) Practice.
Jamie’s expertise includes tax compliance and tax planning for entertainers, owners and operators of real estate, professional service firms, and high net-worth individuals and their closely held companies.
Previously, Jamie was a partner at Winningham Becker & Company LLP, a top 25 accounting firm in the San Fernando Valley.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, California Polytechnic State University, San Luis Obispo
Licenses
Certified Public Accountant in the State of California
Honors And Awards
Trusted Advisor's 'Future of Business Management' (2023)
Variety 'Business Managers Elite' (2022)
2014 Women to Watch – Emerging Leader – California Society of Certified Public Accountants
Affiliations
Member, Society of Financial Service Providers
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
WORK-LIFE BALANCE
Outside The Office
In her free time, you will find Jamie spending quality time with her husband, family and friends. She enjoys traveling, wine tasting, watching baseball (she left her heart in San Francisco years ago and is an avid Giants fan), and running in local 5K and 10Ks.
Get in touch with Jamie B. Montanio today.
Fill out the form below to get in direct contact with Jamie B. Montanio and start your personalized consultation journey.
"Each day I set out to learn something new so that I can be a valuable resource to my team members and be the trusted advisor our clients need to help them reach their goals."
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Get in touch with Jamie B. Montanio today.
Fill out the form below to get in direct contact with Jamie B. Montanio and start your personalized consultation journey.
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