Flora Mustafaj
Flora joined the Trivium Point team in 2023. She graduated from Sacred Heart University with a major in finance. Since, […]
Team Members
Post Type Description
Sherry Sheng
Le (Sherry) came from China and graduated from University of Bridgeport with an MBA in Finance and MSF concentration in
Heather Thomas
Heather F. Thomas, AIF® is a Financial Advisor with over 30 years of experience and is passionate about helping business and individuals
Heran Xing
Heran Xing has expertise in income tax planning, compliance, and reporting. She joined Trivium Point in July of 2023, and
Holly Ciferri
With over 30 years of experience in tax and financial planning, Holly brings a wealth of knowledge and expertise to
Stephanie Ramirez
Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has
Vandana Khanna
Vandana Khanna has nearly 15 years of experience in tax compliance, specializing in high-net-worth clients and small businesses. She earned
James Salerno
“An investment in knowledge pays the best interest.” – Benjamin Franklin James Salerno is a Senior Financial Planner with
James A. Thompson
Throughout his extensive career, Jim has closely collaborated with a diverse array of clients, ranging from small businesses to high-net-worth
Joanna Wallis
Joanna is a seasoned financial services professional with over 8 years of experience. Recognized for her deep understanding of investment
