Experience

BRIIA® - The Intelligent Accelerator®

• United States
• Software Development
• 1 - 100 Employee

• Mentor

  • Feb 2018 - Present

  United States Bishop Ranch Intelligence Innovation Accelerator (BRIIA) is an integrated data innovation accelerator and collaborative community for machine learning and artificial intelligence professionals. Its a diverse community of specialists who are passionate about emerging technologies, analytics, marketing, sales, UX, and business development. Here, cutting edge data technologies meet entrepreneurship to foster growth in new ideas and markets.



Fife Avenue Partners, LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Founder, Managing Member

  • Jan 2018 - Present

  San Francisco Bay Area



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Director, Private Equity

  • May 2017 - Jan 2018

  San Francisco Bay Area Assist the firm in aligning our focus with the client's key priorities Identify and maintain key relationships to better serve our clients by ensuring consistently open dialogue and lines of communication Provide internal local and global teams with a central point of contact for all client related issues Provide support to leadership for budget and account planning efforts

• Senior Manager

  • Oct 2016 - Apr 2017

• Audit Manager, Alternative Investments

  • Sep 2014 - Sep 2016

  San Francisco Bay Area



Bank of the West

• United States
• Banking
• 700 & Above Employee

• Vice President, Financial Reporting

  • Aug 2013 - Sep 2014

  San Francisco Bay Area • Financial Statement preparation in accordance with GAAP. • Research accounting issues related to the bank’s financial statements • Focus on the bank’s investment disclosure requirements for its securities portfolio including treasuries, corporate bonds, mortgage backs and market-linked options • Build and enhance relationships with the business units to facilitate efficiency in the financial reporting process • Perform quarterly and annual variance analysis for the internal… Show more • Financial Statement preparation in accordance with GAAP. • Research accounting issues related to the bank’s financial statements • Focus on the bank’s investment disclosure requirements for its securities portfolio including treasuries, corporate bonds, mortgage backs and market-linked options • Build and enhance relationships with the business units to facilitate efficiency in the financial reporting process • Perform quarterly and annual variance analysis for the internal reporting function of the bank • Ad hoc projects as assigned by the bank’s management team Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Senior Associate

  • Nov 2010 - Aug 2013

  San Francisco Bay Area Served as a senior in charge of attestation engagements for a diverse client base that included hedge funds, private equity, software and retail clients.



Symphony Asset Management

• Senior Fund Accountant

  • Jun 2007 - Nov 2010

  San Francisco Bay Area Key accounting point person for a diverse portfolio of hedge funds with securities including credit default swaps, senior loans,convertible bonds and total return swaps. Actively managed key prime brokerage and 3rd party administrator relationships. Navigated complex accounting issues related to the fall of Lehman Brothers in 2008.



The Citco Group Limited

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Senior Fund Accountant

  • Mar 2005 - Apr 2007

  Prepared monthly Net asset values for a portfolio of funds with over 400 million in Assets under management Fund entities included Master Feeder structures with Onshore and Offshore feeders, multi currency, series and multi class funds with equalization accounting. Portfolio securities included, long/short ordinary securities, CFD's, Forward contracts , options, private placements, and warrants Monitored Fund adherence to governing documents



Olympia Capital Bermuda

• Fund Accountant

  • Aug 2002 - Feb 2005

  Bermuda Preparation of weekly and monthly Net asset values for a portfolio of fund of hedge funds with over 100 million in Assets under management



Winchester Global Trust

• Accounts assistant

  • Apr 2002 - Jun 2002



Spectrum Pvt Ltd

• Bookkeeper

  • Jul 2001 - Jan 2002



Ernst and Young Zimbabwe

• Audit Assistant

  • Jan 1998 - Jun 2001