Annie Lamont

Investor Services Representative

Role: Investor Services Representative i at Kaufman Rossin
Location: Miami, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investor Services Representative i
Kaufman Rossin
Sep 2024 — Present · Miami, FL, US

Education

Canadian Securities Institute
Finance and Financial Management Services
Western University
Bachelor's degree, Business Management & Organizational Studies, Specialization in Consumer Behavior
2016 — 2020

Contact information

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Work email
•••••@kaufmanrossin.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Kaufman Rossin

Accounting · 804 employees · Founded 1962 · Miami, Florida, United States

Kaufman Rossin is one of the 50 largest CPA and advisory firms in the U.S. and the largest independent firm in Florida. We've been here since 1962 — partner-owned by choice, and free to focus on our purpose: leaving people better off. We've believed from the beginning that when work is genuinely good for the people doing it, people make things genuinely better for everyone around them. This focus shapes how we work. It's grounded us since the beginning — and it's our independence that gives us the freedom to stay true to who we've always been. More than 700 Kaufman Rossin professionals provide accounting, tax, advisory, and wealth management services to investors, high-net-worth individuals, and the people who make mid-market businesses run. We work with founders and builders, growth-minded entrepreneurs, mid-market companies, and families building something for future generations. Proudly headquartered in Miami, we serve clients across the U.S. and around the world. Our independence is an advantage we refuse to give up. It means we answer to no one but the people we serve. No investor timeline behind the advice. No parent company redefining what good service looks like. No agenda other than yours. That's why we're here. And why we're here to stay.

kaufmanrossin.com

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Experience

Investor Services Representative i

Education

Canadian Securities Institute

Western University

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