I am an audit senior manager in the investment management and financial services practice in the Bay Area. I have nine years of international professional experience serving private equity, venture capital, hedge funds, fund of funds, multinational banks, financial technology, and asset managers throughout the San Francisco Bay Area/ Silicon Valley and across the United Kingdom.
I have worked in both the San Francisco and London offices of Deloitte serving audit clients and specializing in valuation analysis and ensuring newly IPO’d companies are in compliance with PCAOB regulations. My role as an auditor has been to provide unwavering client service and to protect the interests of the investing public as well as advise my clients on technical accounting matters. I am familiar with accounting requirements under both US GAAP and IFRS / UK GAAP.
Additionally, I have worked as a consultant with Deloitte advising and assisting clients on back office finance technology implementations including assessment for automation/robotics and design of systems for target operating models. My work as a consultant also included project managing significant internal projects to allow my clients to be in compliance with the changing regulatory landscape.
I enjoy facilitating internal trainings for our younger employees to provide them with the tools that they need to succeed and adhere to the standards that we uphold as public accountants.
Financial Services – Investment Management
Financial Services – Financial Technology
Bachelor of Science in Business Administration, University of Illinois
Master of Accounting Science, University of Illinois
Certified Public Accountant, California Board of Accountancy, 2012