Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
A Conversation with BULLWEALTH’s New VP, Accounting & Tax, Leanne Rodrigo
Insights Into Wealth
13 minutes 32 seconds
3 months ago
A Conversation with BULLWEALTH’s New VP, Accounting & Tax, Leanne Rodrigo
Today, Tammy Huitema, Managing Director at BULLWEALTH, introduces listeners to BULLWEALTH’s newest partner, Leanne Rodrigo. Leanne brings a wealth of experience from her years in the tax field, having worked at firms such as Grant Thornton and Cadesky Tax, where she advised families on a wide range of tax-related decisions. In this engaging conversation, Tammy and Leanne cover a variety of topics—from Leanne’s path to becoming an accountant, to the areas she focuses on in her daily work, to her personal life, including her two daughters and their activities.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
