
Innovative thinker with an open-minded and practical approach to YOUR business. Audit and Technical Accounting | Blockchain, Crypto, FinTech & Tech | Specialty Finance | Board Member & Speaker | Accounting Professor
Specializations: Digital Assets, Blockchain, FinTech, Software, Peer-to-Peer, Payments, Technology, Hedge Funds, Broker Dealers I have over 20+ years of public accounting experience with Deloitte LLLP and BPM LLP in the San Francisco Bay Area. • Expertise in serving financial services and technology companies which include start-up software, media, internet, and e-commerce companies as well as finance companies, depository institutions, including community banks, broker dealers, and investment companies, including hedge funds and fund of funds. • Experienced in serving pre-IPO as well as public companies in all aspects of the SEC registration process from IPOs to follow-on offerings to public company reporting (Form S-1, S-3, S-4, S-8, 10K and 10Q, Comfort Letter, Consents). • Involved in 2 IPOs – Blackhawk Network Holdings, Inc. (April 2013) and Super Micro, Inc. • Experienced in bank financial reporting, including the specialized reporting required under Sarbanes-Oxley 404, Regulation AB, and Uniform Single Attestation Program for Mortgage Bankers. • Experienced in business development including creating, building and strengthening current and past relationships with former and current clients as well as identifying and acquiring opportunities in new clients. • Experienced managing teams ranging from 3 to 20 team members, including Tax, IT and Valuation specialists. • Possess good written and verbal communication skills. • Technical experience including revenue recognition/multiple elements/Gross versus Net (SAB 104, ASC 605), stock-based awards (ASC 718 / 505), internally developed software cost (ASC 360), fair value measurement (ASC 820), and business combination (ASC 805). • Attention to detail, strong teaming and problem solving skills, and a determined work ethic.
sfsu.edu
gt-us.co
accountingblockchain.net
wsba.co
deloitte.com
bpm.com
guidewire.com
San Francisco, California, United States
Partner | National Blockchain and Digital Assets and Technology Assurance Leader
Aprio
• www.linkedin.com/company/aprio
Feb 2024 - Present
San Francisco Bay Area
Board of Directors
Hong Kong Business Association of Northern California
• www.linkedin.com/company/hkbanc
Dec 2024 - Present
San Francisco Bay Area
Adjunct Professor of Accounting
San Francisco State University
• www.linkedin.com/company/san-francisco-state-university
Aug 2013 - Present
San Francisco Bay Area
Advisory Board Member
San Francisco State University, Lam Family College of Business
• www.linkedin.com/company/san-francisco-state-university-college-of-business
Aug 2020 - Present
San Francisco Bay Area
Board Member
Accounting Blockchain Coalition
• www.linkedin.com/company/accounting-blockchain-coalition
Apr 2018 - Present
Greater New York City Area
aprio.com
digitalchamber.org