Education

Rutgers University-B.B.A. Accounting

 

Professional Memberships and Committees

American Institute of Certified Public Accountants (AICPA)

Former Representative for Firm Membership, AICPA SECPS SEC Committee

New Jersey State Society of Certified Public Accountants

New York State Society of Certified Public Accountants

NYSSCPAs Chief Financial Officers Committee

 

Business Experience

Lead partner for audit engagements of management investment companies, investment partnerships, offshore funds, and various other special purpose investment entities.  Lead or engagement quality review (EQR) partner for audits of broker-dealers in securities and other financial services entities registered with the U.S. Securities Exchange Commission (SEC), state agencies and self-regulatory organizations.  Lead partner or team member for audit accounting, consulting and tax services provided to various commercial enterprises.

Lead partner in charge of audit and assurance engagements of numerous closely-held businesses, public companies, non-profit organizations and regulated entities.  Areas of specialization include construction contractors, credit unions, employee benefit plans, financial service firms, the hospitality, health care, maritime, real estate and other industries.  Lead partner in charge of providing other accounting, consulting and tax services, including non-traditional engagements, to firm clients.  Partner in charge of Quality Control, Head of the SEC Business Practice Group, Lead partner providing audit and assurance services to some of the firm’s largest domestic and international clients working closely with member firms of the international association on numerous cross-border engagements applying knowledge of both US GAAP and IFRS.