Partner
BDO USA
• www.linkedin.com/company/bdo-usa
• Full-time
Sep 2022 - Present
Cleveland, Ohio, United States
Director
Marcum LLP
• www.linkedin.com/company/marcum-llp
• Full-time
Sep 2020 - Sep 2022
Cleveland, Ohio, United States
Senior Manager Financial Services
EY
• www.linkedin.com/company/ernstandyoung
Jun 2019 - Sep 2020
Greater New York City Area
Senior Manager Financial Services
KPMG US
• www.linkedin.com/company/kpmg-us
Sep 2006 - Mar 2019
Greater New York City Area
Senior Manager Financial Services
KPMG UK
• www.linkedin.com/company/kpmg-uk
Jun 2016 - Jun 2018
London, United Kingdom

Assurance Partner at EisnerAmper | MBA | CPA |
I believe that overcoming challenges is the lifeblood that builds ones personal growth. Serving as the bedrock of my life philosophy I actively pursue and embrace challenges in all forms. The value of this powerful mindset has paid consistent dividends in my career and is infectious to the people I lead. As a Partner in BDO's Assurance Practice I have experience with audits of public and non-public entities of varying sizes, including mortgage banks, broker-dealers, securitization vehicles, commercial paper conduits, stock trust and transfer companies, leveraged leasing companies, clearing houses, employee benefit plans, mutual funds, real estate investment funds, venture capital funds, private equity funds, and private wealth and asset managers. My audits of SEC issuer entities have given me significant exposure to the rigors of SEC reporting. I am well versed in risk assessment, particularly related to understanding complex business processes and evaluating the potential impact on accounting and financial reporting. I have deep experience in evaluating the design and operating effectiveness of internal controls over financial reporting, including identifying and assessing control deficiencies and advising senior management regarding appropriate mitigation efforts. As the lead executive on my clients, I am responsible for budgeting and managing thousands of staff hours, supervising multiple teams simultaneously with varying deadlines, and tracking and analyzing internal engagement economics. In this role, I also have significant experience working with client senior management, audit committees and boards of directors, including preparing and presenting materials for management and committee meetings regarding audit status, audit results, and emerging accounting and/or auditing developments. On all my engagements, I am charged with researching subjective or complex accounting and financial reporting issues, documenting assessments and conclusions in technical memorandum, and leading, when required, the formal consultation process with the Professional Practice Department. Beyond the daily requirements of my audits, I am in involved in various quality control and other aspects of the firms business, including evaluating client acceptance and continuance, participating in internal audit quality review process, leading core trainings for assurance staff through managers, serving as a formal career counselor and informal mentor to numerous personnel, interviewing and evaluating potential new-hires, and participating in markets development activities.
Cleveland, Ohio, United States