Denise loves the dual focus at Meritage on fund accounting and tax return management. She has high standards for transparent reporting, particularly for tax. She’s eager to work with fund managers directly to better anticipate capital call needs, investment timing and distribution strategies. She is also our primary go-to coordinator for seamlessly collecting fund investor consents as needed.
Denise, a CPA, earned a Bachelor’s and Master’s of Business Administration, with an emphasis in Accounting, from the University of Colorado, Boulder. Previously, she worked at Deloitte Tax, LLP and Moss Adams, LLP, focusing on complex tax structures for clients that included mutual funds and large family offices. A love of finance and tax detail is in Denise’s DNA as a 2nd generation accountant, but she’s also our resident polyglot, dabbling in five languages.
Canine crush: Chuck and Shelby, both dachshund mixes, enjoy treats robotically launched from Denise’s phone app when she works late.