Jonina Friedman, CPA in

Jonina Friedman, CPA

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Senior Manager, Family Office/CAS Leader at Navolio & Tallman LLP
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
19 Years
Current Role
Senior Manager, Family Office/CAS Leader
Job Level
Mid-senior
Location
San Francisco, California, United States
Personality Overview

How Jonina shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jonina cares about

Strategic Priorities
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Career

Work history

11-2023
Senior Manager, Family Office/CAS Leader
Navolio & Tallman LLP
6-2023 - 11-2023
Travel
Career Break
9-2020 - 6-2023
Director, Client Services Accounting
Fremont Group
12-2019 - 9-2020
Vice President, Client Treasury & Reporting
ICONIQ Capital
1-2019 - 12-2019
Co-Head, Client Treasury & Reporting
ICONIQ Capital
In the press

Media appearances

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Education
2002 - 2006
B.S.
Gies College of Business - University of Illinois Urbana-Champaign
1998 - 2002
Education details unavailable
Stevenson High School, Lincolnshire, IL
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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