Biography

I am an audit & assurance senior manager in Deloitte’s Investment Management practice, based in San Francisco.  I have over eight years of experience providing audit and other attestation services to investment companies, including mutual funds, hedge funds, and specialty finance companies.  Most recently I have been working with investment management firms dealing in marketplace lending, business development companies, private equity and private debt funds.

I started my career with Deloitte’s Orange County audit practice, before doing a two-year rotation in Luxembourg as part of Deloitte’s Global Deployment Program.  While in Luxembourg, I served multinational investment managers, leading audits of regulated investment funds and management companies, and participated in cross border audits with other EU and US Deloitte offices.

In addition to providing financial statement audit services, I have experience performing GIPS verifications and audits of SOC 1 internal controls reports.

Selected Experience

  • Deloitte & Touche LLP, San Francisco, CA

    June 2016 – Present

  • Deloitte Audit Sàrl, Luxembourg

    June 2014 – May 2016

  • Deloitte & Touche LLP, Costa Mesa, CA

October 2009 – May 2014

Industry/sector specialization

Financial Services – Investment Management

Education

Bachelor of Science, Accounting, Azusa Pacific University

Professional certifications

Certified Public Accountant, California Board of Accountancy, 2011

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