Qualified and a certified public accountant and expert witness that has over 40 years of experience in accounting, auditing, and financial reporting, including more than 10 years of experience providing expert witness services in matters involving accountants’ liability, financial reporting issues, governance, and investment management. Their work includes consultations, deposition testimony, and courtroom testimony addressing auditing practices, internal controls, and dispute-related financial matters.

The expert’s practice focuses on financial reporting and auditing, with experience across public and private entities including investment advisers, mutual funds, REITs, commodity pools, and financial institutions. Their work includes financial due diligence for mergers and acquisitions, IPO readiness, enterprise risk management, and analysis of governance processes and responsibilities. Additional areas of experience include SEC reporting requirements, Sarbanes-Oxley compliance, internal controls, and risk assessment, as well as litigation support involving auditors’ liability, contract disputes, and white-collar matters.

Their professional background includes leadership of a financial consulting firm providing services in financial reporting, controls, due diligence, and dispute resolution, along with prior experience as an audit partner responsible for client engagements, regulatory compliance, and participation in a firm’s professional practice network and regional professional practice leadership. The expert has significant boardroom experience and has also served as an adjunct professor teaching graduate-level coursework in SEC practice, enterprise risk management, and accounting ethics.

In addition, the expert has served in governance roles within nonprofit and educational organizations, including board leadership, executive committee participation, and financial oversight responsibilities. They hold a Bachelor of Science and a Master of Business Administration, as well as a Master of Science in Global Affairs, with additional doctoral studies in business administration. Credentials include Certified Public Accountant and Chartered Global Management Accountant.