Certified Public Accountant

Services capital markets and SEC clients providing services to a variety of closely held businesses and public companies

With expertise in these areas, actively developed continuing education and professional resources for the Employee Benefit Plan practice including the creation of templates that aid in financial reporting, the performance of control assessment engagements for service organizations, the audits of investment vehicles, and consultation on various employee benefit plan issues

Serves a variety of public and private entities including private equity partnerships, broker-dealers in securities, SEC registrants, investment advisors, real estate entities, third party administrators, and insurance operations

Has gained additional expertise in providing technical accounting support to the firm’s litigation support practice and in providing business advisory services for a variety of closely held businesses

Previously worked for a Connecticut based regional firm and also gained experience working with a Big 4 firm

Board member of professional organizations such as the Connecticut Public Pension Forum, MakerspaceCT, and actively volunteers with the Boy Scouts of America, Connecticut Rivers Council

Has served on the board of directors of the Advisory Council of the Connecticut Society of Certified Public Accountants and as chair of its Employee Benefit Plans Special Interest Group