
My passion is being a data-centric leader, driving accurate, efficient, relevant, and scalable financial reporting and analysis, supported by collaborative process and control enhancement. I have led and coordinated a FDICIA system of controls along with the financial statement review process for SEC and privately held companies in various industries, including being the point person for several quarterly and annual SEC filings, identifying and recommending disclosure improvements and resolving reporting issues.
custodiabank.com
enterprisemobility.com
mossadams.com
joinmosaic.com
San Francisco, California, United States
Chief Financial Officer
Custodia Bank
• www.linkedin.com/company/custodiabank
• Full-time
May 2021 - Present
Chief Financial Officer
Fintech
• Full-time
May 2021 - Present
Controller
Beneficial State Bank
• www.linkedin.com/company/beneficial-state-bank
May 2016 - May 2021
Oakland
Accounting Manager
Mosaic (joinmosaic.com)
• www.linkedin.com/company/joinmosaic
Nov 2015 - Apr 2016
Oakland, CA
Revenue Accounting Manager
Hotwire
Jul 2014 - Nov 2015
San Francisco, California
Assurance Manager
Moss Adams LLP
• www.linkedin.com/company/moss-adams-llp
Mar 2011 - Jul 2014
Assurance Senior
Moss Adams
• www.linkedin.com/company/moss-adams-llp
Oct 2005 - Mar 2011