Shelli Arnold is the first Chief Administrative Officer at the firm. In her role, Shelli manages all administrative, accounting, and human resource functions firmwide. Shelli has an extensive background managing shared service functions as she served as the Chief Operating Officer at the Graduate Management Admission Council, an international non-profit organization best known for owning the GMAT exam and most recently as the[...]
Marian has been the Controller at Metz Lewis Brodman Must O’Keefe LLC since September 2016. In her role at the firm, she manages all accounting functions including time/billing, accounts payable, accounts receivable, benefits and financial reporting. Prior to her current position, Marian served in the Professional Services Industry as the Controller for Monaloh Basin Engineers, Zimmer Kunz PLLC, and Alpern Rosenthal (currently BDO[...]
Natalie is a member of the firm’s tax, trusts, and estates group. She primarily prepares pass through and individual tax returns for the firm’s high net worth and ultra-high net worth clients. Prior to joining Metz Lewis, Natalie was a Tax Manager with Schneider Downs & Co., Inc. specializing in tax compliance for passthrough entities.
Monika is a member of the firm’s Tax, Trusts, and Estates Group. She primarily prepares individual, trust, and foundation tax returns for the firm’s high net worth and ultra-high net worth clients. Prior to joining Metz Lewis, Monika was a Fiduciary Tax Manager with Charles Schwab Trust Company, but a majority of her wealth management tax experience was gained during her time with[...]
Lauren is a member of the firm’s Tax, Trusts, and Estates Group. She primarily prepares individual, trust, and foundation tax returns for the firm’s high net worth and ultra-high net worth clients. Prior to joining Metz Lewis, Lauren was a senior tax analyst at large accounting firms specializing in trust tax compliance and reporting.
Rosanna is an experienced Paralegal and Title Agent with a demonstrated history of working in all aspects of commercial real estate transactions. Rosanna currently supports the firm's Real Estate Practice Group as well as coordinates all efforts for the firm’s title agency Smithfield Settlement Services, LLC. She believes that in order to serve our clients well, it is important to understand both sides[...]
Dawn has been a paralegal with MLBMO since the firm was established in 1998 and is a member of the Corporate and Banking Groups. Dawn has extensive experience in business transactions, including mergers and acquisitions, corporate reorganization, and secured lending. She routinely handles the formation and foreign qualification of business entities, entity conversions, domestications and dissolutions, corporate governance matters and the maintenance of[...]
We deliver experienced, solutions-driven lawyers across several practice areas and industries. Our corporate and transactional lawyers serve as primary outside counsel to companies based both in Pennsylvania and globally.
