Our Brokers

Paulette Spencer  -  Regional Developer
CPA, CGMA, CFP, MBA, MS
 
Contact Information
4000 Kruse Way Place Suite 2-245
Lake Oswego Oregon 97035
Phone: (503) 675-6272
Cell: (503) 781-3632

Biography:

Paulette has more than 24 years of experience in corporate finance and public accounting. Her background includes providing audit and income tax services for emerging and established businesses, ranging from development stage to Fortune 500 clients. She has researched business opportunities, drafted and implemented business plans, and worked with venture capitalists under Securities and Exchange Commission Regulations.

Paulette has worked with Linn Crader since 1996 as a Financial Analyst. Prior to that, she worked with the Big Six Public Accounting firm of Price Waterhouse with assignments in San Francisco, Boston and Portland. She also served as the Corporate Financial Officer for a start-up business that later successfully held an Initial Public Offering as PetSmart.

Paulette received a B.S. from the University of California at Berkeley, an M.B.A. in Finance from the University of San Francisco, a M.S. in Financial Planning and Taxation from Golden Gate University and holds a Certified Financial Planner Designation from the College for Financial Planning.

Paulette is a Certified Public Accountant and a Chartered Global Management Accountant and a member of the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She has taught continuing education courses for corporations, professional organizations and at various universities including Harvard and is active in a number of professional and licensing organizations.

 

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