Consultant

With over 35 years of experience in operations leadership, strategic consulting, and audit management within financial services, banking, and regulated industries, I bring a proven ability to analyze complex challenges, streamline processes, and drive results across diverse business environments.

As the owner and principal consultant of ----- CPA Firm, I have worked closely with executive leadership teams at lending institutions, broker-dealers, and corporate enterprises to identify operational inefficiencies, design scalable processes, and implement effective risk controls. My engagements have included high-profile audits where I evaluated ...