Certified Public Accountant

Provides client services in the areas of audit, reviews and compilations, and other relevant accounting services. Experience includes working with real estate funds, real estate developers, and owners and operators of the following assets: hotels, office, flex, industrial, multifamily, single family, land, and condo development

Advises on all aspects of audit and management advisory service engagements, including the planning and coordination with clients’ finance and management personnel. This includes review and evaluation of internal control systems, determination of audit scope, selection of procedures to be applied, supervision of staff, and work paper review. Additional responsibilities include client communication, review of financial statements, and identification, resolution, and summarization of audit issues

Experienced with the requirements of investment funds and with Investment Company Guide – Fair Value, GAAP cost basis, IFRS, and income tax basis reporting

Has led firm-sponsored recruitment discussions and presentations and instructed continuing education courses for client and professional staff covering basic real estate concepts, financial statement preparation, FASB updates, and other topics