operations

TUAN NGUYEN

Tax Associate Prior to joining Spiegel Accountancy as a Tax Associate, Tuan Nguyen acquired four years of experience in general accounting practices. Tuan’s professional background includes working as an inventory control analyst, billing analyst, and accounting assistant. He now looks forward to becoming an expert in taxation and audit by …

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STEVE SCOTT

Fund Accounting Supervisor Steve Scott joined Spiegel in 2022 as the Fund Accounting Supervisor. Previously, Steve spent fifteen years in fund accounting with one of the world’s largest fund administration companies. During that time, he developed an extensive knowledge of hedge funds and mutual funds.   In 2006, Steve graduated …

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RAYMOND TRAN

Operations Associate   As Operations Associate, Raymond Tran is responsible for client data intake and organization, generating client QuickBooks reports, and project coordination, as well as overseeing or assisting with various operational and administrative tasks. Raymond joined Spiegel in 2018 after earning his A.A. in Accounting from Laney College.   …

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JANIS ROE

Director of Administration   As Director of Administration, Janis Roe is responsible for all day-to-day administrative operations. Her primary responsibilities within the company cover financial management, HR management, strategic planning, and communication with firm management. She provides the administrative leadership for the office, including the administration team.   Prior to …

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