I’m the industry technical leader for the investment fund and broker dealer practices. I specialize in assurance services for both publicly and privately held companies in regulatory environments, including registered investment advisors, investment managers, private equity and venture capital investment funds, broker dealers, and service companies. I’m also a technical specialist in the firm’s SEC practice where I provide consultations to SEC registrants regarding their periodic reporting requirements, including reports on Form 10-K, Form 10-Q, and other interim filings such as Form 8-K.
Experience
Specializes In
One of my dreams is to play in a traditional Irish fiddle session while visiting Ireland with my family. I was married in Dingle, Ireland, and recently took up violin lessons, so I’m on my way.