I am a motivated CPA committed to exceeding my clients expectations and growing our practice. I have 20 years of experience in public accounting specializing with financial services' clients and business owners. I enjoy getting to know my clients well, meeting other diverse and thought-provoking professionals dedicated to their craft, mentoring professionals that care as much as I do, and providing tremendous service to those I am fortunate enough to serve.Specialties: financial statement audits of financial institutions, compliance for financial institutions, outsourced internal audit for financial institutions, financial services, family offices, multi-family offices, surprise custody exams, investment companies, broker/dealers, employee benefit plans, high net worth individuals, community banks, credit unions, 401k plans, non-qualified plans, ERISA audits.
Listed skills include Auditing, Accounting, Cpa, Internal Audit, and 19 others.