Ms. Penny Nagel has over 20 years of experience in providing financial and accounting services to ultra- high net worth families and to corporations. She is dedicated to maintaining accurate accounting records for her clients and their respective closely held companies, trusts and partnerships. She works closely with the firm’s management team and oversees day-to-day bookkeeping, provides cash flow management and budgeting for her clients and serves as a liaison between the client and their outside advisors.

Prior to joining Certuity, Ms. Nagel worked in corporate accounting for over six years. Her professional career began at IBM’s Information Network Headquarters in Florida.

Ms. Nagel earned a Bachelor of Science in Business Administration with an accounting concentration at the University of South Florida in Tampa, Florida.