Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Practice Leader - Family Wealth Consulting

  • Jan 2022 - Present

• Director of Family Wealth Consulting

  • May 2018 - Mar 2022

  Cleveland, Ohio



Skoda Minotti

• United States
• Accounting
• 1 - 100 Employee

• Senior Manager

  • Dec 2013 - May 2018

  Accounting & Auditing: I have the necessary knowledge and experience to complete audits, reviews, compilations and internal control assessments. My background includes working in Canada and in many different industries that allows me to solve my client’s unique issues. I am proficient in IFRS and US GAAP. Mergers & Acquisition: I specialize in helping my clients sell their companies, analyze financial projections and I aid with buy and sell side due diligence. Succession and… Show more Accounting & Auditing: I have the necessary knowledge and experience to complete audits, reviews, compilations and internal control assessments. My background includes working in Canada and in many different industries that allows me to solve my client’s unique issues. I am proficient in IFRS and US GAAP. Mergers & Acquisition: I specialize in helping my clients sell their companies, analyze financial projections and I aid with buy and sell side due diligence. Succession and Exit Planning: I help my clients build exit plans which allows owners to exit their business on their own terms while maximizing their company’s value. A few services I provide include goals and objective workshops, readiness assessments and road maps to implement exit planning. I also provide access to a wide variety of internal advisors to help with the exit plan (Business Valuation, Wealth Management, Estate Planner, Insurance Broker, etc.). Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Sep 2011 - Dec 2013

  Cleveland/Akron, Ohio Area

• Senior Associate

  • Sep 2007 - Aug 2011

  Toronto, Canada Area