Administrative Staff | Talley & Co

Administrative Staff

		Debbie Cooper Director of Operations
		Professional Experience
		Debbie manages all administrative services and firm operations for the Talley Group of Companies. Her specialty areas include strategic planning, operational improvement, profit enhancement, and business process innovation.

		Michael Ausman Director of Project Management
		Professional Experience
		Michael is the Director of Project Management for Talley and has been with the company since 2011. Michael has over 10 years experience in sales support and marketing. His current responsibilities include the coordination of marketing initiatives for Talley, LLP and its affiliates, the development and execution of print and digital marketing campaigns, as well as assisting the partner group with sales support.

		Prior to working with Talley, Michael was employed as an accounting/administrative assistant to one of the largest law firms in California. Michael’s current interests and hobbies include working out, basketball, reading, and computers/technology.

		Education Bachelor of Arts, Political Science – International Relations, University of California, Santa Barbara Certificate of Applied Project Management, University of California, Irvine

		David Nguyen Chief Technology Officer
		Professional Experience
		As Chief Technology Officer, Mr. Nguyen’s expertise in developing and building the technological infrastructure necessary to stimulate business growth makes him indispensable to Group 11 Advisors’ clients. With 15 years of experience, David not only understands today’s technology- driven business, but also knows how to deliver optimal solutions that fit the distinct needs of each business owner. His expertise is rooted in cloud-based technologies as well as software development and customization, which leads to the most efficient business operations. For smaller companies, the impact of customized software platforms can be astounding, as technology can level the playing field against larger business counterparts and their resources.

		David’s business experience includes national and international companies within the manufacturing, distribution, textiles, and technology industries. With technology forming the backdrop for companies to attain maximum accuracy and efficiency in their financial reporting processes, Mr. Nguyen brings access to technological insights and applications to Group 11 Advisors and its clients that can drive the course of business.

		David holds a Bachelor of Science in Computer Science from the California State University, Long Beach

		Kenny Luu IT Support Technician
		Professional Experience
		Kenny is an integral part of our IT team and provides technical support and advice regarding problems related to the hardware and software systems. He also supports, configures, maintains, installs, and upgrades corporate IT equipment and ensures the security and efficiency of Talley’s IT infrastructure. Kenny’s professional experiences involve seven years as an IT Specialist for the United States Navy and three years as an Electrical and Environmental Aircraft Technician for the United States Air Force. His educational background comes from the Naval basic and advance information technology school. His hobbies include spearfishing, scuba diving, snowboarding, off roading, and any other outdoor activities.

		Kathleen Quinn Accounting Manager
		Professional Experience
		Kathleen has extensive experience in corporate accounting from privately-held to public companies ranging from small businesses to Fortune 500 companies. She has served in a variety of industries including real estate, architectural, engineering, construction, manufacturing, distribution, marketing, mortgage services, and non-profit organizations. She also has experience working for a public accounting firm working with small businesses, non-profits, and trusts; also providing support services as well as preparing compilations and tax returns for corporations, partnerships, and sole proprietorships. Kathleen developed her passion for accounting since high school when after completing four bookkeeping courses in one semester, she landed her first job for an auto parts distribution company at the age of 15. She thrives at taking a hands-on approach to assisting her clients in achieving their accounting and business goals.

		Kathleen holds a BS degree in Business Administration with an emphasis in Accounting from California State University in Fullerton and is a Certified Public Accountant, a Certified Management Accountant, and a Certified Global Management Accountant. She serves on the board at the Orange County Chapter of the Institute of Management Accountants. She is actively involved in making quilts for local charitable organizations throughout Orange County. Other times she enjoys being with her husband and three grown children.

		Professional Organizations American Institute of Certified Public Accountants, member since 2012. California Societies of Certified Public Accountants, member since 2010 QuickBooks ProAdvisor (QBO, Pro, Premier, Enterprise) member since 2009 Institute of Management Accountants, member since 2003.

		Education Bachelor of Arts in Business Administration with an emphasis in Accounting, California State University, Fullerton Certified Management Accountant since 2011 Certified Public Accountant since 2012 Certified Global Management Accountant since 2012

		Leslie Pizzolato Executive Assistant
		Professional Experience
		Leslie is the executive assistant to Andrew Talley and has been with Talley since 2014. Her additional responsibilities include both recruitment and benefits administration. Leslie brings with her a wealth of experience in accounting, payroll, bookkeeping, management, communications and computer technology.

		Prior to working with Talley, Leslie was an Executive Assistant at a company located in San Clemente, CA.

		Leslie earned her bachelor’s degree in Communications from the University of Nevada Las Vegas. Her certifications include Quickbooks and ProSeries. Leslie continues to renew her certification in Computer Repair & Technology since 1999.

		In her spare time, Leslie volunteers for organizations such as Salvation Army, Orangewood Foster Home, and Saddleback Church Media Team. She is passionate about music and family. She loves to camp, visit new places, go wine tasting, work out, and surf with her husband.

		Maria “Lupe” Martinez Administrative Assistant
		Professional Experience
		Lupe is an integral member of the administrative staff at Talley. Her current responsibilities include billing and accounts receivable.

		Prior to working at Talley, Lupe was an office manager for 8 years at a psychology practice.

		In her off time, Lupe enjoys reading, and spending time with her husband and two lovely children.

		Liz Champieux Admin Assistant
		Professional Experience
		Liz Champieux serves Talley on a part-time basis as an Administrative Assistant. Liz’ primarily responsibilities include maintaining client files and archiving client records using the company’s electronic document management program. She also assists the administrative department in various ways as needs arise. Liz, whose husband Tom is also part of the Talley staff, joined the team in January of 2007 after helping to set up the scanning department at her previous place of employment.

		When not at Talley, Liz enjoys spending time with her husband and three grown sons (Brandon, Justin, and Andrew), and participating in activities that involve sun, sand and water, whether sitting on the beach, jet skiing, water skiing, or house-boating. She also loves traveling to Vegas or to anywhere there’s a beach.

		Lisa Jo Administrative Assistant
		Professional Experience
		Lisa brings a wealth of experience in AP, customer service, collections, management, bookkeeping, and tech from her experiences in fast-paced working environments. At her previous firm, she worked in the accounting department as a billing clerk and adapted to a continuously changing accounting system. She appreciates structure and a good work-life balance. In her free time, she enjoys pursuing her passion for painting.

		Roberta Jeske Administrative Assistant
		Professional Experience
		Roberta’s primary responsibilities include answering phones, shipping & receiving, coordinating company events, assisting the partners day-to-day, and supporting the billing department.

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