Professional Overview
Bobbi Jo leads the firm’s Real Estate Industry Specialty practice, a team of dedicated individuals focused on providing advisory, tax, and assurance services for real estate developers and investment funds. Drawing on more than 15 years of experience serving the industry, Bobbi Jo works collaboratively with customers and the team using forward-looking strategies to identify opportunities for growth and improved efficiencies. Her knowledge, coupled with the full strength of the Real Estate and Consulting teams at Elliott Davis, help customers stay competitive and adapt to this fast-paced market with ever-changing regulations and tax laws.
Education, Credentials and Special Training
- Certified Public Accountant
- B.S., Accounting with an Economics minor, Plymouth State University
Professional Affiliations
- NAIOP Charlotte, Treasurer
- NAIOP, Tax Policy Committee Member
- Women Executives of Charlotte, Member
- Charlotte Regional Business Alliance, Member
- Urban Land Institute, Member
- Commercial Real Estate Women (CREW) Charlotte Chapter, Past National Delegate, Past President
- American Institute of Certified Public Accountants
- North Carolina Association of Certified Public Accountants
Civic and Community Activities
- Leadership Charlotte, Class 44
- Charlotte-Mecklenburg Police Foundation Board, Treasurer
- Charlotte-Mecklenburg Emergency Management Type III All Hazards Incident Management Team, Member
- Upstream Academy, Emerging Leaders Academy, Class of 2016
Awards
- Career Mastered Emerging Leader Award Recipient 2018
- Charlotte Business Journal 40 Under 40 Award Recipient 2016
- Mecklenburg Times 50 Most Influential Women Award Recipient 2015
- NCACPA Women to Watch, Emerging Leader 2014
- CREW Charlotte, Sponsor of the Year 2012
- Business Leader Women Extraordinaire, Award Recipient 2011
- CREW Charlotte, New Member of the Year 2010
