For Immediate Release:
Plumb Family CFO Appoints New Client Relationship Manager
Kristen Patterson Brings over 25 years of Accounting and Financial Experience to Strengthen Resources for Division
La Jolla, CA – May 2015 – Plumb, Southern California’s premier outsourced accounting and enterprise software consultancy firm is proud to welcome Kristen Patterson to the team as Client Relationship Manager for the Family CFO division. In this role, Patterson will work directly with clients, providing controller-level services, including financial reporting and analysis for corporate clients and high-net-worth families. She will also focus on new business development and manage a team of Client Associates, responsible for bookkeeping, account reconciliation and bill pay services.
“We are thrilled to announce a new strategic hire for our Family CFO division,” said Anneke Stender, Executive Vice President of Plumb. “Kristen brings a valuable combination of accounting and managerial experience, with proven success across multiple industries in order to support our growth.”
Prior to joining Plumb, Patterson worked as a Chief Financial Officer, Corporate Controller and Financial Consultant, specializing in managerial accounting and financial reporting in real estate development and investment firms, asset management and property management. She has been an active participant at the senior team level and within management strategy groups.
Patterson has a wealth of experience in many facets of financial management, including implementing corporate policies and procedures related to human resources, payroll and insurance functions. She has worked extensively with system implementations and conversions to support key initiatives to increase profitability.
Patterson earned a B.S. degree in Economics, from the University of California, Los Angeles. She completed the Form E Requirement and passed all parts of the CPA examination.
Founded in 1996, Plumb’s mission is to help entrepreneurial companies and high-net-worth individuals achieve their business and financial goals by providing unparalleled array of customized, effective and trusted accounting services, software and counsel. Through proprietary systems, Plumb becomes a highly effective extension of internal client operations, ensuring timely, dependable and cost-effective results. In addition to outsourced accounting services, Plumb is an Authorized Sage Partner and NetSuite Solution Provider.
Plumb is headquartered in La Jolla, CA, with additional offices in Newport Beach, CA, Rancho Santa Fe, CA and Reno, NV.
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