As an entrepreneur and business owner, I know the level of quality a start-up or established company requires. Let's work together on your next project and help achieve your goals.
- Former Senior Associate at PricewaterhouseCoopers, LLP (one of the Big 4 firms in the U.S.).
- Certified Public Accountant in Pennsylvania (CPA)
- Have worked primarily in the asset management industry and primarily performed valuation services for hedge funds, ETFs, fixed-income funds, and equity funds.
- Engaged on varied large asset managers and banks within the Philadelphia and New York areas: Vanguard, Blackrock, BB&T and Delaware Investments,
- Developed VBA software module that computed the associated benchmark, high-water mark, and financial highlights for Blackrock’s varied alternative, international and domestic hedge funds.
- Have advised on the financial management of assorted start-up companies from the solar industry space to software financial mangagement.
- Assisted many individuals with tax planning and preparation for both income and small business taxation in the United States (under IRS tax code)
Work Terms
I am flexible with working hours and am available for client discussions related to deadlines. I am a part of another start-up company which is my primary focus, but I do want to build great relationships with other like-minded entrepreneurs and share my experience and skills.