Portfolio
Amy T., CPA (Inactive), is a finance professional with extensive experience in financial reporting and management across various organizations. Currently serving as Director of Finance for Portfolio, Amy T. oversees the preparation of financial statements, manages annual and standalone audits, and supports M&A activities. Prior roles include Managing Consultant at ATH Consulting, where efficiencies in the financial close process were enhanced, and Assurance Senior at EY, specializing in audits for the insurance and banking industries. Amy T. has a strong foundation in accounting principles, with in-depth knowledge of GAAP and Sarbanes-Oxley regulations, complemented by a Master's and Bachelor's degree in Accounting from the University of Southern California.
Portfolio
Portfolio delivers Dealers' Choice Award-winning reinsurance and F&I programs to U.S. auto, RV and powersports dealers. We work with agents and dealer attorneys, CPAs and financial advisors to maximize production and ensure transparency and compliance. Our products protect consumers with real value, reliable coverage and prompt, professional claims adjudication. Go with the industry leader. It's your Portfolio.