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NANCY MARGAGLIANO, PAFM

Firm Administrator
Nancy Margagliano joined Caler, Donten, Levine, Cohen, Porter & Veil, P.A. in 2009 and was appointed Firm Administrator in 2013.  Prior to this appointment, Nancy had served as the Office Manager of the Firm.  Nancy previously worked for a Big Four CPA firm as a Location Manager in West Palm Beach. As Firm Administrator, Nancy oversees a range of the Firm’s management and structure, including finance, human resources, administration, facilities, internal technology and marketing efforts.  She is responsible for planning, organizing, and directing the day-to-day operations of the Firm.  In doing so, Nancy is committed to maintaining the Firm’s culture and supporting employees at all levels.  She formalizes the policies and decisions made by Firm’s management.  She oversees a team of administrative personnel that provides support for the Firm’s internal and external clients.

Certification

  • Public Accounting Firm Manager (PAFM)

Professional and Civic Affiliations

  • Florida Institute of Certified Public Accountants
  • CPA Firm Management Association (CPAFMA)
  • International Facilities Management Association
  • Society for Human Resource Management
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