Actively licensed CPA - Credential ID: CPA035286
FINRA Series 65 (inactive)
Form U5 available upon request
Serving clients in roles that include, but are not limited to: CPA Consultant - IPO/transaction readiness, Accounting/Finance Director or Manager, Interim/fractional Controller, CFO, Treasury Analyst (strategic finance), Investment Analyst, Financial Analyst, Investment Adviser Representative, Financial Planner
Sign up to view 0 direct reports
Get started
This person is not in any teams
This person is not in any offices