- Founder and managing principal of Highbrook Partners, which provides consulting and accounting services for small and medium sized businesses
- Perform Due Diligence, Cost & Fee Analysis, Strategic & Process Improvement Consulting, Agreed Upon Procedures, Financial Statement Reviews, & Compilations, Accounting System Set-up, and Monthly & Quarterly accounting support
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- Performed audits and agreed upon procedures for Asset Management, Insurance, and Banking clients.
- Performed and reviewed SOX control documentation over all processes for Asset Managers, Fund Administrators, Insurance Companies and Corporate Functions.
- Performed end of year audit procedures, such as review of detailed pricing models, revenue testing, and review of financial statement compilation.
- Built and maintained detailed budget tracking for 5+ engagements at a time.

- Responsible for aplanning, budgeting, staff management and review of financial statement audit and attest engagements within the Asset Management industry.
- Performed review of client internal controls and provided guidance to adapt to COSO 2013 framework.
- Performed substantive testing of allocation and waterfall scheduled, carried interest calculations, and FAS 157 leveling.
- Reviewed control testing for NAV calculation, Management Fees, Cash and Position Reconciliations.

• Reviewed financial statements, footnote disclosures and financial statement highlights (i.e. total return and IRR)
• Performed substantive testing to assess compliance with accounting guidance FAS 157, FAS 161, and AU 332
• Performed substantive testing over Valuation, Management Fees, and Custody of Assets