I am a senior manager in our Financial Services practice with over six years of audit and assurance experience. I predominantly serve our financial technology (“fin-tech”) and investment management clients in the Bay Area and Los Angeles markets. I have extensive experience serving public companies within the Financial Services industry; including banking and brokerage clients, fin-tech clients, and publically traded investment funds such as business development companies or BDCs. I also spend a substantial amount of my time serving private investment funds and venture-backed fin-tech start-ups.
While on these engagement, I’ve developed a strong understanding of complex accounting issues, particularly relating to consolidation, stock-based compensation expense, business combinations, goodwill, and segment reporting. In addition, I have experience related to the offering of securities in both the private and public markets and assisting on other SEC filings.
In addition to my time at Deloitte, I recently spent two years working in the finance department of a large publically traded alternative asset management company based in Los Angeles. My focus during that time was on operational aspects of the business including cash management, treasury, and expense management.
Financial Services – Investment Management
Financial Services – Financial Technology
Financial Services – Banking & Securities
Bachelor of Science in Business Administration, Emphasis in Accounting (Cum Laude)
Certified Public Accountant, California Board of Accountancy