People in Business, Dec. 3
Investment-specialist CPA firm Ashland Partners & Co., announced four promotions:
Carrie Zippi, CPA, to senior manager;
Benjamin Wright to senior associate;
Natalie Como, CPA, to senior associate; and
Lindsey Farrell to senior associate.
Zippi began her career at Ashland Partners in 2005 and is a licensed Certified Public Accountant in Oregon. She is based in Jacksonville and oversees the firm's surprise custody exam service, and supervises other various attest, assurance, and verification services. Zippi also helps facilitate Ashland Partners' internship program and the Oregon office's recruiting efforts.
Zippi earned her Bachelor’s degree in business administration and accounting as well as her MBA from Southern Oregon University. She also holds certificates in applied finance and economics and accounting information systems.
Wright is a graduate of Pacific University and began his career with Ashland Partners in 2011. He specializes in working with firms and their compliance with Global Investment Performance Standards as well as other performance attestation services and investment analysis. Wright has worked on some of the firms largest engagements and has written two articles for the firm’s newsletter.
Como previously worked as a senior fund accountant at a Chicago-based fund administrator and was responsible for NAV calculations, performance analysis, preparation an issuance of monthly and semi-monthly financial statements, and the preparation of annual GAAP financial statements in conjunction with clients’ external auditors. She earned a Bachelors of
Farrell is an associate at Ashland Partners and has been with the firm since 2012. She specializes in GIPS verification, with a majority of her work being focused on bringing non-compliant firms into compliance and working with these firms to maintain their claim of compliance. Prior to joining the Ashland team, Farrell worked for a financial adviser in Charleston, S.C., where she earned degrees in business administration, with a focus in finance, and Spanish from the College of Charleston.
Kimberly Edwards has joined Ashland Insurance's Medford branch. Edwards has 19 years of experience selling and servicing insurance policies of all types to complex commercial firms and non-profit agencies. Most recently, she was an account manager with Beecher Carlson. Previously, she was a commercial account manager for Brown & Brown Northwest, and an account manager for United Risk Solutions. She can be reached at 541-857-0679.
Ryan Kulback has joined the law firm of Hornecker Cowling as an associate attorney. Kulback graduated from the University of Oregon School of Law. While in law school he participated in the Oregon Child Advocacy Project externship program in Clatsop County Circuit Court. Kulback will focus on domestic issues, including marriage dissolution, asset valuation, and child custody.
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