Maintained, evaluated and monitored the Firm's System of Quality Control (SOQC) to ensure the system was designed appropriately and operating effectively according to requirements established by the AICPA, and other applicable governing bodies and professional standards. Performed quality control (QC) reviews across 800 engagements, including GIPS® Verifications and Performance Examinations, SSAE 16 Examinations, Strategy and Model Examinations and various other attestation engagements. Established internal QC policies, procedures and processes. Responsible for the creative design of key topics for employee training on a firm-wide basis. Compiled reports pertaining to QC processes including efficiencies, inefficiencies and necessary updates based on industry requirements. Provided QC training firm-wide and individually. Reviewed client GIPS Policies and Procedures and provided feedback. Reviewed various Cybersecurity reports, client correspondence and contractual agreements for consistency and accuracy. Assisted with beta testing of new automation processes and other firm-wide projects as needed. Senior Editor of the Firm's Blog. Active Committee Member.

Interim Director of Quality Control. Assisted with the maintenance, evaluation and monitoring of the Firm's System of Quality Control according to requirements established by the AICPA, and other applicable governing bodies and professional standards. Performed quality control (QC) reviews for GIPS® Verifications and Performance Examinations, SSAE 16 Examinations, Strategy and Model Examinations and various other attestation engagements. Provided key topics for employee training on a firm-wide basis and individually. Assisted with beta testing of new automation processes and other firm-wide projects as needed. Managed client relationships and performed GIPS Verification and Performance Examinations, Strategy and Model Examinations and consulting for 40 clients. Consulted client's regarding GIPS, industry best practices and SEC requirements. Senior Editor of the Firm's Blog. Active Committee Member.

Performed GIPS® Verifications and Performance Examinations, Strategy and Model Examinations for over 40 clients. Consulted client's regarding GIPS, industry best practices and SEC requirements. Responsible for growth and development of team members and training on a firm-wide level. Active Committee Member.

Performed GIPS® Verification and Performance Examinations, Strategy and Model Examinations.