Bio
Experience
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Kelly, Dawson & Souter, LLC
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Portland, Maine Metropolitan Area
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Partner
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Nov 2022 - Present
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Portland, Maine Metropolitan Area
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Self-employed
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Portland, Maine Metropolitan Area
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Partner at Dawson and Souter, LLC
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Nov 2020 - Present
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Portland, Maine Metropolitan Area
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Marcum LLP
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Portland, Maine Area
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Director
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Jan 2019 - Oct 2020
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Portland, Maine Area
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China, and Ireland. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses.
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Partner
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Jul 2014 - Dec 2018
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Senior Tax Manager
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Jun 2008 - Jun 2014
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Tax Manager
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Jan 2008 - Jun 2008
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Division Controller
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Sep 2007 - Jan 2008
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Manager
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Jun 1996 - Aug 2007
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Accountant
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Jun 1988 - Jun 1996
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Education
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Thomas College
Master of Science (MS), Taxation -
University of Southern Maine
Bachelor of Science (BS), Accounting -
University of Southern Maine
Associate of Science (A.S.), Business Administration and Management, General
Suggested Services
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Industry Focus. “Accounting”
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