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Governance • Financial Expert • Risk • Strategy • Auditing • Accounting

A broadly experienced and strategic-thinking director and financial expert (as defined by Sarbanes-Oxley) who brings the insight of four decades of business, audit, and accounting experience. Former Senior Audit Partner at Big 4 global accounting firm Deloitte. National Association of Corporate Directors (NACD) Directorship Certification holder.

Deep knowledge of the financial services sector, specializing in asset management, with additional expertise in other industries. Focused on quality control with a deep understanding of professional standards. A proven capability to identify and develop responses to risk. Understanding of technology and its implications (and application) to the audit profession and audit engagements.

A highly personable and self-aware leader, with a collaborative style, the ability to build productive and enduring relationships and a high-level emotional intelligence. 

An experienced professional at your service

Integrity, experience and trust. These traits define professionalism - and are the foundation of client service. And ... they are what stakeholders expect from their service providers. These traits have characterized my entire 40-year professional career. I am now available to bring my experience, knowledge and client-centric service attitude to serving you.

Expertise and experience - There is simply no substitute for successful experience. When you face a challenge, you want someone who has been there before, found a solution and achieved successful outcomes. “Been there, done that” is an important consideration. Utilizing my decades of successful experience allows you to get the exact fit you need to solve a problem or take advantage of any given opportunity.

Flexibility … on Demand - Why hire additional staff for one single problem or task? Often, you need help on a temporary basis to address an immediate or intermittent need or solve a problem. Once the crisis is over, the staff becomes unnecessary overhead.

Objectivity and independence - Sometimes you just need a fresh point of view, from someone without a stake in preserving the status quo. I can provide that objective view of the issues and help you find solutions you may have overlooked.

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Specializing in board governance, business consulting, including financial reporting and IPO readiness, internal controls consulting, enterprise risk management, litigation support and financial due diligence.

My social links:

Phone: 917.680.8040

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The website is always evolving. Look around. If you have any comments or questions, please feel free to contact me. 

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