Senior Operations Officer
Ivy serves as a Senior Operations Officer for RBO & Co, focusing on client service and firm accounting. Ivy began her career in the banking industry serving in the areas of customer service and commercial lending. Prior to joining RBO, Ivy spent seven years in public accounting – managing and performing all aspects of year-end audit, review, and tax-return preparation for non-profit corporations.
Ivy enjoys singing, performing music, and participates in various artistic endeavors.