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Maria Kirkland

Director of Finance

Montis Financial LLC

United States, Massachusetts, Waltham

About Me

Maria Kirkland serves as the firm’s financial officer. Maria is in charge of ensuring that all financial transactions are accurate, including billing and accounts receivable. She works with our banks, insurance companies and other vendors negotiating contracts and keeping bills paid. She furnishes financial statements, works on our taxes with our CPA to make sure that taxes, reports and all necessary filings are made on time. She is key to delivering the budget for planning and tracking and throughout it all, she is cheery and professional. Maria graduated Bentley College and spent the first part of her career full-time at CPA firms. Only after years of building her expertise did she stri

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Profile Information

Director of Finance

Montis Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

Jan 11, 2025

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