Experience

Abacus Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jun 2021 - Present



DAVIS & GRAVES CPA LLP

• United States
• Accounting

• Financial Planning Associate and Staff CPA

  • Aug 2020 - Apr 2021

  I joined Davis & Graves with the top priority of helping expand the financial planning and investment management practice. D&G offers a menu of packages with tax, financial planning and investment management services integrated. As financial planners, D&G operates on a fee-only basis. In addition to financial planning, I also worked on income tax preparation and planning for individuals, trusts, estates and small businesses. I joined Davis & Graves with the top priority of helping expand the financial planning and investment management practice. D&G offers a menu of packages with tax, financial planning and investment management services integrated. As financial planners, D&G operates on a fee-only basis. In addition to financial planning, I also worked on income tax preparation and planning for individuals, trusts, estates and small businesses.



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• VP, Strategic Initiatives Manager

  • Apr 2019 - Aug 2020

• VP, Audit Professional Practices Manager

  • Apr 2015 - Apr 2019

  Professional Practices owns the design and implementation of the Audit quality assurance program, Audit Committee and Executive reporting, operational metrics, internal audit policies, procedures and practice aids, and is responsible for driving consistency across the various teams in Umpqua Internal Audit. The group also serves as a key liaison between Internal Audit and external regulators and auditors and routinely interacts with various internal risk and control groups and committees… Show more Professional Practices owns the design and implementation of the Audit quality assurance program, Audit Committee and Executive reporting, operational metrics, internal audit policies, procedures and practice aids, and is responsible for driving consistency across the various teams in Umpqua Internal Audit. The group also serves as a key liaison between Internal Audit and external regulators and auditors and routinely interacts with various internal risk and control groups and committees. Professional Practices is also involved in the evaluation, acquisition, and implementation of audit tools and technology.



PwC

• Professional Services
• 700 & Above Employee

• Senior Manager, Chief Auditor Network

  • Aug 2013 - Apr 2015

  Primary responsibilities include: 1) the provision of auditing advice to engagement teams; 2) hosting workshops and other outreach; 3) performing audit quality reviews and inspections; and 4) instructing audit-related national courses.

• Senior Manager, Subject Matter Expert, Learning & Development

  • Dec 2011 - Jul 2013

  Participated in a one and a half year Tour in the Firm's National Learning & Development group with the primary objective of rewriting all of the training programs offered to the Firm's second and third year assurance associates. Served as the lead subject matter expert responsible for the initial design, all of the development and ultimate delivery of all of the course materials for Assurance 2, a five day program, and Assurance 3, an eight day program.

• Senior Manager, Assurance Client Service

  • Sep 2002 - Dec 2011

  Served in four offices within the Firm in the Assurance practice (Seattle, WA, London, United Kingdom, San Francisco, CA and Portland, OR). Gained experience in multiple industries with exposure to a variety of business models, financial reporting frameworks and regulatory regimes on some of PwC’s largest clients. Led teams of various sizes on both large and small audit engagements with tight deadlines, and was responsible for all aspects of engagement management. Managed global audits with… Show more Served in four offices within the Firm in the Assurance practice (Seattle, WA, London, United Kingdom, San Francisco, CA and Portland, OR). Gained experience in multiple industries with exposure to a variety of business models, financial reporting frameworks and regulatory regimes on some of PwC’s largest clients. Led teams of various sizes on both large and small audit engagements with tight deadlines, and was responsible for all aspects of engagement management. Managed global audits with international client locations and PwC teams.