Juelle Persad

Juelle has worked in our Audit practice since 2023.  Her experience includes one year of tax experience working primarily on individual tax returns, and two years of audit experience, mostly on construction audits with experience in Employee Benefit Plans.

Juelle graduated with a Bachelor’s degree in Business Administration and Management from UC Berkeley, Haas School of Business.

Isabel started working in the firms’ outsourced accounting practice in 2023.  Her experience includes working as a staff accountant at Hardypaw, and three years in payroll and accounts payable at HealthyPets, Inc.  In her free time she studies and spends time her cats, friends and family.

Isabel is studying accounting and business management from De Anza College.

Anthony has been working with the firm since late-2022.  He has prior experience working in an accounting department doing bill of ladings and reconciliations.  He is currently assisting our outsourced accounting department.

Anthony has a Bachelor’s degree in Accounting from Cal East Bay.

Tom has over 25 years of experience working in finance and accounting, as a Senior Accountant and an Accounting Manager and controller.  His experience includes general ledger accounts, cash management, accounts payable/receivable, inventory control, reconciliations, and reporting.  Tom recently joined our firm after the last three years in the printing industry. He also has accounting experience in Property Management, Mortgage Banking, and the Health Insurance industries.

Tom has also spent about 10 years in retail marketing/merchandising.

Tom received his associates degree in accounting of Sierra College, and has also attended University of Phoenix.

Osbaldo has been with the firm since 2021, working as an Audit Associate. He has worked in various accounting roles, in accounts payable, by implementing accounting procedures, and compiling capital expenditures.  Osbaldo has worked in accounting and finance in a variety of accounting roles.

Osbaldo earned an Associates degree in Business Administration from Diablo Valley College, followed up by a Bachelors degree in Business Administration, Finance from San Jose State University. He is currently working on his MBA.

Greg has been working in the marketing and communications field for over 25 years.  He started with SD Mayer in 2017, as the first and only marketing staff member, creating the department from the ground up.  Greg quickly began the process of rebranding the firm, creating a new website, marketing collateral and publishing two of Steve’s long-time projects, his books—5 Buckets, 4 Shovels, a Beach and a Map, and The Toughest Guy I Ever Knew and Other Short Stories.

Prior to SD Mayer, Greg worked for another accounting firm (Armanino), an accounting membership organization (CalCPA), and an investment firm (Franklin Templeton Investments), in various roles in their marketing/communications and web development departments. He also ran his own print and web development business for over 20 years.

Brian has worked at SD Mayer since 2014 as the firm’s Controller, also working in the Outsourced Accounting department as an outsourced Controller, as well as supervising the team. Overall, Brian has worked in Finance for nearly 20 years, including as the Finance Manager at another company.

Brian holds both a Bachelor’s Degree in Accounting/Business Management, as well as a Master’s Degree in Business Administration, Accounting & Finance.

Rowena has been with SD Mayer since 2013, and has worked with Steve since 2007 at his prior firm. As the client systems administrator, Rowena’s role is mainly focused on onboarding and client engagements, including drafting contracts, onboarding clients and handling firm wide billings.

Prior to SD Mayer, Rowena worked at BPM as an administrative assistant and at the Chalhoub Group as a marketing coordinator.

Ken manages projects in our outsourced accounting practice, working with the firm since 2014. He is certified in Quickbooks and is often the first call when we need an implementation for a new client. He provides services like monthly closes, preparing journal entries, monthly accruals and reconciling to the general ledger. Prior to SD Mayer, Ken worked for about 15 years at other companies in accounting, AP/AR.

Ken has a Bachelor’s degree in Economics from UC Davis.

Hien joined SD Mayer in early-2019, working in our Outsourced Accounting practice. He performs monthly bookkeeping, journal entries, bill pay and reconciliations. Hien has nearly 5 years of experience in accounting.

Hien has a Bachelor’s degree in Mathematics and Computer Science from San Jose State University.

Michael works in our Outsourced Accounting practice as a consultant. He has worked in the investment management industry, working with firms like Bertram Capital and Polkinghorne & Sereno.  Michael joined the firm in March 2020.

Michael graduated from California State University – Stanislaus and has a Bachelor’s Degree in Accounting.