23 JAN 2024 / PEOPLE UPDATES

Haskell & White Announces January 2024 Promotions Across Audit and Tax Teams

- MYCPE ONE Insights Team

Summary

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Haskell & White LLP, one of Southern California's largest independent public accounting firms, has promoted several individuals in its Tax Services and Audit and Business Advisory Services departments as part of its ongoing investment in professional development. Sharon Lin, Bernadeth Marshall, Derek Nguyen, Arisve Ordaz, and Jolina Zhou will undertake new roles, reflecting the firm's commitment to talent nurturing and acknowledging significant contributions to client service and overall success.

Haskell & White LLP, one of Southern California’s largest independent public accounting firms, has announced a new round of promotions in its Tax Services and Audit and Business Advisory Services (ABAS) departments. The January 2024 promotions reflect the firm’s ongoing investment in professional development and its recognition of individual contributions to client service and firm success.

“These promotions are not just a recognition of individual achievements, but also a reflection of our firm’s commitment to nurturing talent and fostering a culture of excellence,” said Managing Partner Wayne Pinnell. “We are excited to see Derek, Arisve, Jolina, Sharon, and Bernadeth thrive in their new roles and contribute to our firm’s and clients’ continued success.”

Sharon Lin, CPA, has been promoted to Manager in the Audit and Business Advisory Services department. Lin transitioned from private industry to public accounting in 2019 and has since advanced rapidly at Haskell & White. Her expertise spans life sciences, real estate, and nonprofit sectors. A graduate of the University of California, Riverside, Lin is recognized for her leadership and consistent performance.

Bernadeth Marshall, CPA, has been promoted to Manager in the Tax Services department. Since joining the firm in October 2022, she has demonstrated excellence in client service, tax planning, and mentoring new professionals. She holds a Bachelor of Science in Commerce from Father Saturino Urios University, an MBA from Southwestern University, and a Master’s in Taxation from Golden Gate University.

Derek Nguyen has been promoted to Senior in the Tax Services department. Since joining in August 2022, Nguyen has deepened his knowledge of partnerships and the real estate industry. He holds a Bachelor of Science in Accounting from California State University, Long Beach.

Arisve Ordaz has advanced to Senior in the Tax Services department. With prior public accounting experience, Ordaz joined Haskell & White in July 2022 and has become a valued team member for her expertise in partnerships, multi-state filings, and year-end planning. She earned her Bachelor of Science in Accounting from UC Riverside.

Jolina Zhou, CPA has been promoted to Senior in the Audit and Business Advisory Services department. Zhou brings diverse experience from private industry and public accounting, including IPO readiness consulting. She now focuses on clients in manufacturing, life sciences, and technology. Zhou holds a Bachelor’s in Accounting and Business Economics from Ohio University and a Master’s in Accounting from California State University, San Bernardino—graduating with honors from both institutions.

These promotions demonstrate Haskell & White’s commitment to cultivating internal talent and advancing professionals who exemplify the firm’s core values and high standards of client service.

Until next time…

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Haskell & White Announces January 2024 Promotions Across Audit and Tax Teams

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