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Credentials

  • Certified Public Accountant
    California Board Of Accountancy
    Jun, 2018
    - Sep, 2024

Experience

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Controller
      • Jun 2021 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Audit Manager
      • Oct 2020 - Jun 2021

    • Audit Manager
      • Jul 2018 - Oct 2020

    • Senior Audit Associate
      • Jul 2015 - Jul 2018

    • Audit Associate
      • Oct 2013 - Jun 2015

    • Audit Intern
      • Jun 2012 - Aug 2012

      - Assisted client with S-1 preparation as well as with the subsequent edits - Gained experience communicating with clients by performing process observations - Aided an engagement team by researching and summarizing various audit procedures - Assisted client with S-1 preparation as well as with the subsequent edits - Gained experience communicating with clients by performing process observations - Aided an engagement team by researching and summarizing various audit procedures

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Intern
      • Nov 2011 - May 2012

      - Assisted in completing high-net worth individuals’ tax returns - Managed and ordered the supplies for the entire office - Developed ability to effectively communicate with managers and partners - Assisted in completing high-net worth individuals’ tax returns - Managed and ordered the supplies for the entire office - Developed ability to effectively communicate with managers and partners

Education

  • University of San Diego
    Master of Science (M.S.), Accounting
    2011 - 2013
  • University of San Diego
    Bachelor of Accountancy (B.ACC), Accounting
    2009 - 2013

Community

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