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Title: Member
| Education: |
University of Massachusetts, MBA |
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Certification of Certified Public Accounting (CPA) |
- 10 years of public accounting experience, servicing client needs in individual and
corporate taxation, accounting and auditing areas. Worked with a diverse number of
industries with primary focus on small to mid-size closely-held businesses. Specific
areas include manufacturers, distributors and service companies.
- Served as a Chief Financial Controller of a start-up manufacturing company with
offices based in USA and UK. Implemented financial internal controls, and strategic
plans for expense forecasting, tax planning, and cash management/investment
strategies.
- Managed multiple real estate investment portfolios of large insurance company and administered all SEC reporting and compliance issues.
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