Focus on what counts

Jamie B. Montanio

Partner, Citrin Cooperman Advisors LLC

jmontanio@citrincooperman.com
Education

Bachelor of Business Administration in Accounting, California Polytechnic State University, San Luis Obispo

Licenses

Certified Public Accountant in the State of California

"Each day I set out to learn something new so that I can be a valuable resource to my team members and be the trusted advisor our clients need to help them reach their goals."

Jamie Montanio is a partner in the firm’s Woodland Hills, CA office with 17 years of experience in public accounting. She is the co-leader of our Business Management and Family Office (BMFO) Practice. 

Experience

Jamie’s expertise includes tax compliance and tax planning for entertainers, owners and operators of real estate, professional service firms, and high net-worth individuals and their closely held companies.

Previously, Jamie was a partner at Winningham Becker & Company LLP, a top 25 accounting firm in the San Fernando Valley.

Education & Licenses
Education

Bachelor of Business Administration in Accounting, California Polytechnic State University, San Luis Obispo

Licenses

Certified Public Accountant in the State of California

Honors & Awards

2014 Women to Watch – Emerging Leader – California Society of Certified Public Accountants

Affiliations

Member, Society of Financial Service Providers

Member, American Institute of Certified Public Accountants (AICPA)

Member, California Society of Certified Public Accountants (CalCPA)

Outside The Office

In her free time, you will find Jamie spending quality time with her husband, family and friends. She enjoys traveling, wine tasting, watching baseball (she left her heart in San Francisco years ago and is an avid Giants fan), and running in local 5K and 10Ks.

"Each day I set out to learn something new so that I can be a valuable resource to my team members and be the trusted advisor our clients need to help them reach their goals."