Kathleen Anez, CPA, AIF® in

Kathleen Anez, CPA, AIF®

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Chief Operating Officer at Certified Financial Group, Inc.
📍 Lake Mary, Florida, 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
18 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Lake Mary, Florida, United States
Personality Overview

How Kathleen 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 Kathleen cares about

Strategic Priorities
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Career

Work history

1-2020
Chief Operating Officer
Certified Financial Group, Inc.
11-2015 - 8-2019
Senior Assistant Controller
Marriott Vacations Worldwide
2-2013 - 12-2015
Business Manager
St. Francis of Assisi Catholic Church
8-2010 - 1-2013
Business Manager
Sweetwater Episcopal Academy
2-2007 - 1-2013
Certified Public Accountant
Self Employed
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration
Stetson University
Fifth Year Accounting Coursework
Florida Southern College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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