Serving clients in both an audit and advisory capacity, specifically focused on large international financial institutions within banking or investment management as well as specialty finance companies, broker dealers and numerous fintech clients including blockchain and peer to peer lending.Recently has been focused supporting clients on focused accounting and strategic initiatives within digital assets and crypto, specifically in exchange and custody services.

Serving a variety of clients in both external and internal audit with a focus in large financial institutions within banking as well as specialty finance companies, broker dealers and investment companies. Support blockchain and cryptocurrency firms through their ICO lifecycle (from start-ups to listing) by providing regulatory support and technical assurance. e.g. smart contract assurance, blockchain platform/ protocol assurance, wallet security and audit services, Soc 2 report, etc.

• Managed team of over 17 and two teams of specialists (IT & Valuation)• Areas of Focus – Treasury, Leasing, Allowance/Credit, Regional Banking, SEC/Financial Reporting, US SOX Testing• Significant experience with SEC reporting requirements and review of 10-Q’s & 10-K’s filings• Experience with comfort letters and review, preparation and issuance, of offering memorandums/prospectuses, etc.• Experience with complex financial instruments, focused on accounting and strategic initiatives within Treasury (Asset Liability Management) - cash flow and fair value hedges, funding/collateral management, level 2 & 3 investments (MBS, CLO, US Treasuries, Direct Purchase Bonds), liquidity & capital management/deployment, credit & default risk• Experience in regulatory matters specifically – Enhanced Prudential Standards, CECL, Dodd Frank - Volcker Rule & Liquidity Coverage Ratio, BCBS, Comprehensive Capital Analysis & Review (CCRA), Third Party Vendor Risk Managementfirms