Ona A Bolton has been a Director in Mai Capital Management, Llc since 2019. Additionally, Ona has on-the-job experience at more than four companies in the relevant field. Ona has a total work experience of 11+ years. Ona A Bolton studied at the George Mason University from 1996 to 1997. Currently they live in Fairfax, Virginia region. Find this expert's current contacts through SoftwareOfficial search.
Name variants:
Ona Bolton
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 5, 2022
Email
fa**@verizon.net
Location
Fairfax, VA
Company
Workplace
Colleagues
Work History
Director
1360 east 9Th St SUITE 1100, Cleveland, OH 44114
Managing client engagements by preparing, reviewing and delivering comprehensive personal financial planning analysis. This includes personal financial statements, periodic cash flow/budget ...
from Jun 2019
Senior Wealth Manager
7475 Wisconsin Ave SUITE 600, Bethesda, MD 20814
Managing client engagements by preparing, reviewing and delivering comprehensive personal financial planning analysis. This includes personal financial statements, periodic cash flow/budget ...
Mar 2014 — Jun 2019
Owner
Family Financial specializes in family office services. I perform various services for my clients, some of which include bill paying, expense tracking, payroll, and tax services. These tax s...
from Aug 2002
Education
1996 — 1997
1988 — 1992
Occupations
Executive
Owner
Director
Accountant
Finance and Accounting Specialist
Manager
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Personal Financial Planning
Tax
Family Office
Personal Tax Planning
Insurance Planning
Gift Tax
Estate Tax Planning
Strategic Financial Planning
Payroll
Quickbooks
Bookkeeping
Accounting
FAQs about Ona A Bolton
What's the main profession of Ona A Bolton?
This professional's job is Owner
What are the main profession of Ona?
These person's professions are Executive and Owner
Where is Ona A Bolton currently located?
Ona is currently located in Fairfax, Virginia.
What is the professional's email?
Ona's email is fa**@verizon.net.
How many companies did Ona A Bolton work at?
The professional worked at four jobs.
Where has Ona A Bolton studied?
Ona studied at the George Mason University from 1996 to 1997.
What languages does Ona A Bolton speak?
Ona A Bolton speaks English.
Are there any industries Ona A Bolton is connected to?
Ona works in Financial Services industry.