Gabriel Martinez

Compliance Specialist
Gabriel

Gabriel Martinez

Compliance Specialist

Gabriel Martinez is a dedicated Administrative Assistant, and a valuable member of our administrative, bookkeeping, and tax preparation teams. Gabriel is currently pursuing an accounting degree to further enhance his knowledge and skills in finance. He is also a Certified QuickBooks ProAdvisor in QuickBooks Desktop, Online, and Payroll, which showcases his expertise in financial software solutions.





Experience


With a strong background in finance, Gabriel has held key roles as an Operations Specialist at JP Morgan Chase, a Relationship Banker at Bank of the West, and Banc of California. His experience in the banking industry has equipped him with a profound understanding of financial systems and client relationship management.

In his current role, Gabriel provides essential support to our admin team, billing team, bookkeeping team, and tax preparation team. His multitasking abilities, attention to detail, and proficiency in QuickBooks have streamlined our financial processes and improved efficiency across various departments.

Outside of work, Gabriel is a passionate soccer player and enjoys spending quality time with his daughter and family. He believes in maintaining a healthy work-life balance and finds inspiration in his loved ones