Rosewood Family Advisors

We're #hiring a new Philanthropy Associate in Palo Alto, California. Apply today or share this post with your network.

We're #hiring a new Payroll Specialist in Palo Alto, California. Apply today or share this post with your network.

Rosewood Family Advisors is on the hunt for a talented Senior Accountant to join our team and serve one of our major clients. If you have a knack for financials, cash flow, and budget preparation, this Palo Alto-based role could be your next big move. Work closely with the Client Controller and pursue excellence in client services. https://lnkd.in/gJts9_rH

I am thrilled to share that I’ve joined Rosewood Family Advisors as their new Chief Operating Officer! As a former client, it was a true pleasure collaborating with the incredible RFA team. Their dedication to client success and commitment to excellence is truly inspiring. I’m incredibly excited to be part of Rosewood’s continued growth and contribute to their future success. I’m particularly looking forward to working closely with everyone at Rosewood. As the new COO, I’m eager to leverage my experience to help streamline operations, optimize processes, and ultimately empower the team to achieve even greater heights. Together we’ll ensure Rosewood Family Advisors continues to deliver exceptional value to our clients.

?? We're thrilled to welcome Mary McFadden Quisenberry, CPA, as our new COO! ?? The Rosewood Family Advisors team is excited to officially welcome Mary McFadden Quisenberry, CPA, as our new Chief Operating Officer! Mary brings a wealth of experience to the table, having honed her skills in accounting, finance, operations, and administration throughout her extensive career in the non-profit sector. We're particularly impressed by Mary's mid-career decision to pursue and obtain her CPA license, a testament to her dedication to growth and continuous learning. In her own words, Mary says: "I'm delighted that my path led me to joining Rosewood Family Advisors. I had the pleasure of working with Rosewood as a client for several years, and I am thrilled to have joined the exceptional Rosewood team." Mary's knowledge, strategic thinking, and collaborative spirit will be instrumental in shaping Rosewood's future success. Please join us in giving Mary a warm Rosewood welcome! #rfa #rosewoodfamilyadvisors #coo #cpa

Celebrating April Jevons, CPA and Women's History Month! We're thrilled to congratulate April Jevons, Tax Manager on passing her CPA exam! April's dedication and perseverance are truly inspiring, especially during Women's History Month. In April's own words: "While the thought of 4 exams may seem daunting and requires many sacrifices, it helps to have a timeline of each exam planned out before starting to study. That way you can stay focused and on track while also looking forward to something fun you have planned when it's over! It also helped to have the full support of my family, friends, and coworkers, who would check in with me frequently and try to ease my nerves." At Rosewood Family Advisors, we're committed to fostering a supportive environment where all employees can thrive and achieve their goals. April's accomplishment is a testament to the power of hard work, planning, and a strong support system. Congratulations once again, April! We're excited to see what you achieve next. #CPA #WomensHistoryMonth #achievement #accountant #womenempowerment #rfa #taxmanager