As the industry technical leader for financial institutions, mortgage, and consumer finance companies, I serve both public and private institutions, perform quality control reviews, and advise our team so that they stay on the forefront of industry and regulatory developments. I have extensive experience managing audits of SEC registrants and the related review of required SEC filings. In fact, I’ve worked with an SEC registrant every year for more than 10 years. I also have expertise in the new current expected credit loss (CECL) accounting standard.
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