Q: Why did you choose Citrin Cooperman?
A: One of the reasons was that Joel [CEO] gave the sense that there is no limit to success. For someone with determination and an entrepreneurial spirit, the sky is the limit.
Q: What do you enjoy most about the firm culture?
A: No matter how big we get, we’ll still have a small firm atmosphere. Even though we all have a lot to do and we certainly keep busy, we always seem to find a few hours to chat, have a drink, have lunch, etc. It’s hard to balance growth and culture but this firm pulls it off.
Q: How does Citrin Cooperman help you focus on what counts?
A: When I was new to the firm I would overhear the partners talking to clients on the phone. I would hear conversations about kids, sports, vacations, business struggles, business successes, and everything in between. That taught me to focus on the relationship aspect of being a professional advisor.