Administrative Assistant, Tax
Beatrice joined Clearstead in 2022 as a Tax Administrative Assistant. She provides direct support to the Private Client Group, which includes processing and distributing tax information and important documentation to clients and the group’s Client Service Associates.
Prior to joining Clearstead, Beatrice has worked as an Executive Assistant for Ciuni & Panichi, Inc and as an Administrative Assistant for Pappas & Bitounis, CPAs, BDO USA, LLP, and Winer & Bevilacqua, Inc., and earned her B.A. in Psychology from The University of Akron.
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Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.