Shareholder in CBIZ CPAs P.C. (formerly known as Mayer Hoffman McCann P.C.), a national, independent CPA firm providing audit, attest and other accounting services. Former member of the firm's Attest Methodology Group. Responsible for quality management, engagement quality reviews and technical consultations and auditing and accounting matters.

Managed significant audit engagements relating to public and private clients. Deep PCAOB and SEC (compliance and offerings) experience. Understanding of governance processes through board and committee interactions. Member of the professional practice network and East Region deputy professional practice director, with responsibility for quality control and technical consultations on independence, accounting, audit, PCAOB, and SEC matters.Established the firm’s global investment performance attestation practice (now, the CFA Institute’s Global Investment Performance Standards). Grew practice to $8 million in four years. Identified market opportunity, developed the service line and recruited and trained a global team of practitioner.As Chief Marketing Officer of the Northeast investment management practice, contributed to significant growth of the practice through strategy and successful proposal efforts. Strategic leadership in marketplace positioning and branding of practice. Developed and implemented new service lines and offerings.

I have been selected to become a member of the faculty of the SEC Institute, a division of Practising Law Institute. Founded in 1983, SEC Institute’s mission is to provide the most up-to-date SEC reporting, compliance and accounting education through innovative Workshops and programs. Practising Law Institute is a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise. PLI is chartered by the Regents of the University of the State of New York. The organization provides the highest quality, accredited, continuing legal and professional education programs in a variety of formats which are delivered by more than 4,000 volunteer faculty including prominent lawyers, judges, investment bankers, accountants, corporate counsel, and U.S. and international government regulators.

Qlarant is committed to protecting the fiscal and clinical integrity of healthcare systems in the communities it serves and will consistently meet or exceed customers’ requirements and expectations for quality, performance, timeliness, and cost of services.Qlarant exists to improve the quality of healthcare. Its vision is to deliver the most innovative solutions and unrivaled results with an agile, expert workforce and trusted, strategic relationships; its mission is to deliver quality, clarity, and opportunity.

Focus on financial reporting and controls consulting including IPO readiness, enterprise risk management, financial due diligence services and litigation and dispute resolution services. Engagements have included providing forensic assistance on a defalcation, establishing an internal audit function, assessing an accounting system developed in house, performing accounting research and preparing and managing an RFP Process.

Board member of this publicly traded company holding diverse, alternative financial investments, including, among others, strategic interests in hedge funds, fund advisory fees, stock exchanges and cryptocurrency mining.

Kreston Global is a network of 23,500 people in 160 independent accounting firms across more than 110 countries. Founded over 50 years ago, our aim remains to help businesses and people succeed internationally.

Assistant Professor in the Dept of Accountancy. Courses taught include SEC Practice (designed course), Accounting Ethics and Professionalism, Enterprise Risk Management, and Accounting for Financial Institutions. Certified by the University for online course instruction.Executive Director, Center for Executive Education, and, since January 2020, Director of External Relationships and of Marketing for the Tobin College of Business. Responsible for the growth and expansion of the Center's thought leadership events, open enrollment offerings, global education institution collaborations (i.e., global MBAs), and corporate relations. Also responsibility for developing and enhancing Tobin's external relationships with stakeholders and partners and for marketing strategies and relating collateral (brand) material development.

Adjunct Professor in the Dept of Accountancy. Courses taught include SEC Practice (designed course), Accounting Ethics and Professionalism, Enterprise Risk Management, and Accounting for Financial Institutions. Certified by the University for online course instruction.

Pleased to serve as board member, treasurer and chair of the Finance Committee of The Warrior Connection (TWC). TWC provides residential retreats and services to Veterans and their families to heal the invisible injuries incurred while in uniform. TWC offers specialized programs for military men, women, and their families. Aside from a small commitment fee, programs and services provided by TWC are free and open to Veterans and families of all eras. The Warrior Connection rehabilitates PTSD - breaking the cycle, so the healing begins and continues.

Zergratran will build infrastructure and transportation projects around the world starting with Tunel De Las Americas in Colombia. Currently in formation.

Board level contribution to this public closed-end investment fund. Responsible for oversight of the financial reporting of the fund and for oversight of the external auditor.

Member of Board of Trustees and Audit Committee Chair of an EFT trust. Responsible for oversight of the financial reporting of the fund and for oversight of the external auditor. The ETF liquidated in June 2022.

Contribute to firm and engagement quality control and reviews; technical consultations on accounting, auditing and technical matters. SPAC experience.Became a CBIZ employee when Marks Paneth became part of the CBIZ family on January 1, 2022.

Senior Director, Risk Management in the Professional Standards (quality control and professional practice) Group of Marks Paneth LLP - a large regional accounting firm. Contribute to firm and engagement quality control and reviews; technical consultations on accounting, auditing and technical matters. SPAC experience. Recently added firm risk management responsibilities, and working with the CRO to develop and implement an enterprise risk management framework and process.Member, global audit task force, Morison Global.

Was responsible for oversight of the financial reporting of this start-up consolidator of cyber-security professional service firms, and for oversight of the external auditor.