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Credentials

  • CPA
    California Board of Accountancy
    Sep, 2017
    - Sep, 2024

Experience

    • United States
    • Manufacturing
    • 200 - 300 Employee
    • Senior Accounting Manager
      • Mar 2019 - Present
    • United States
    • Retail Office Equipment
    • 1 - 100 Employee
    • Senior Accounting Manager & Director of Special Projects
      • Mar 2018 - Jan 2019

      Right-hand to CFO and key contributor to successful sell side M&A transaction – B-Air was aquired by Lasko, a market leader in home comfort products in January 2019. Right-hand to CFO and key contributor to successful sell side M&A transaction – B-Air was aquired by Lasko, a market leader in home comfort products in January 2019.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Experienced Senior Auditor
      • Dec 2016 - Mar 2018

      Performed agreed upon procedure engagements, financial statement reviews, and financial statement audits for companies operating in the highly complex and highly regulated securities industry. Created value for Broker Dealers, RIAs, and their affiliates by providing financial reporting and compliance solutions for regulatory requirements of the SEC, PCAOB, and FINRA. Performed agreed upon procedure engagements, financial statement reviews, and financial statement audits for companies operating in the highly complex and highly regulated securities industry. Created value for Broker Dealers, RIAs, and their affiliates by providing financial reporting and compliance solutions for regulatory requirements of the SEC, PCAOB, and FINRA.

    • Accounting
    • 1 - 100 Employee
    • Assurance Associate
      • Oct 2015 - Jun 2016

      Performed financial statement audits and provided financial consulting services to companies operating in the Manufacturing, Finance, Technology, Real Estate, Automotive, Health Care, and Entertainment industries. Performed financial statement audits and provided financial consulting services to companies operating in the Manufacturing, Finance, Technology, Real Estate, Automotive, Health Care, and Entertainment industries.

Education

  • University of California, Santa Barbara
    Bachelor’s Degree, Economics and Accounting
    2012 - 2014
  • California Lutheran University
    Business Administration, Management and Operations
    2010 - 2011

Community

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