Tricia M. Taitt holds an M.B.A from The Fuqua School of Business of Duke University, and a BS in Economics with a Finance concentration from The Wharton School at the University of Pennsylvania. For over 20 years, she has been a finance professional. Half of the time was spent working on Wall Street at Merrill Lynch & Citigroup, while the other half was spent in the trenches side by side with small business owners, helping them achieve their financial goals. A champion for financial freedom for business owners, particularly women entrepreneurs, Tricia often does speaking engagements and teaches workshops on Small Business Financial Management, Entrepreneurship, and Financial Sustainability both domestically and abroad.

Tricia is a self-proclaimed math nerd and a dancer, which may seem like an odd combination! Yet, there is a rhythm and flow to both that most don’t see. Her creative background informs her approach with clients in that she works to make sure every client not only grows a financially healthy business but is also confident and savvy around their numbers. Since 2007, Tricia has been a member of the NY based Forces of Nature Dance Theatre, and in 2013, she joined the cast of the Tony award-winning Broadway musical, Fela!