Jeannette Crawshaw

Director of Operations, CPA, William Allan Wealth Management

Jeannette Crawshaw is a Certified Public Accountant and co-founder of William Allan, where she has served as Director of Operations since 2010. Jeannette specializes in financial oversight, operational efficiency, and compliance, helping maintain high standards across client tax, advisory, and fiduciary services.

Her career began in institutional finance, including roles at Bank Paribas and Farmers Insurance Group, where she led major initiatives. Her experience spans securities accounting, internal audit, reconciliations, and regulatory reporting for complex portfolios.

Jeannette holds a B.S. in Accounting from Colorado State University and is a licensed CPA and member of the AICPA. She has served as Finance Chair on the board of Chaminade College Preparatory and was inducted into the Colorado State University Athletic Hall of Fame. Jeannette enjoys playing golf with her husband and three sons, cycling classes and watching bald eagles.

• Firm office: One World Trade Center, 8th Floor, Long Beach, CA 90831
• Phone: (800) 677-5309