Overview
Financial institutions - Financial statement audits, including audits of SEC banks and related filings. M&A consulting and ALLL accounting (including CECL), internal audits (including SOX and FDICIA implementation) and SSAE 18 engagements.
Education
University of Wisconsin - BBA, Accounting and Marketing
In the community
Appointed member of AICPA Depository Institutions Expert Panel since 2006 which interacts regularly with SEC, OCC, FDIC, FRB and NCUA. Frequent speaker on accounting topics at national banking conferences.
Faculty member for University of Wisconsin Graduate School of Banking.