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Experience

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.
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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.

Additional Thoughts

Broker dealers: Preparing for revenue recognition
Michelle Donehoo
White Paper March 1, 2018 5 minute read
Revenue recognition resource guide for investment funds
Michelle Donehoo
White Paper March 1, 2018 5 minute read
Top 10 issues impacting the world of accounting and auditing
Soma Sinha
Webinar March 21, 2019 60 min watch
Embedded leases: The hidden healthcare blind spot
Dawn Stark
Article March 19, 2019 6 min read