Helping our clients find creative financing by leveraging an inner circle of banks, private capital, and equity

Specializing in residential and commercial real estate.

Business Manager - oversee daily operations for several investment entities and high net worth individuals. Experience with private equity, hedge fund and real estate investments. Daily communication and reporting with President/CEO of various investment entities.

Assurance Line of Service September 2008 ­ PresentManage and conduct both public and non-public company audits for the Los Angeles Financial Services practice.Lead SAS 100 reviews and interim and year-end audits for IFRS, GAAP and Statutory clients Rated at the top of the associate class by PwC management during fiscal year 2011 Perform risk-based planning for multi-location engagements and coordinate resources and audit activity with internal actuary, systems and tax specialists Research accounting and compliance guidance and compose sample disclosure language to assist clients in financial statement preparation and compliance Mentor, guide and support junior associates in all audit and business matters and provide formal and informal feedback on a regular basis to enhance development Develop strong relationships with client contacts (ranging from Staff Accountants to National Controllers) by providing consistent and reliable service and ensuring prompt and accurate responses for all client requests Demonstrate strong teamwork values across the engagement team to emphasize the importance of accomplishing common goals within strict deadlines Clients include; among others

Represent the Los Angeles office as various recruiting events to attract and identify prospective candidates for entrylevel positions Assist with on campus recruiting and interviewing Serve as a peer "buddy" for both interns during the summer and new associates during the fall and winter Provide new employees with insight to the firm's culture, and ongoing expectations and served as a continual resource for informal coaching

Served as an intern assistant to two partners and office manager at a small wealth management partnership focusedon high net worth individuals and 401k funds Responsible for scheduling client meetings and creating key reports reflecting client portfolio performance Performed inventory and ordering of office supplies, daily mail intake and prepared all prepared checks for all accounts payable