Experience

• Over 40 years of public accounting, IT audit and consulting experience with deep expertise in internal controls and SOC reporting.
• Significant experience in assisting startup software and SaaS companies in navigating SOC 2 examinations from gap assessment through Type 1 and Type 2 certifications and in working with their investors in identifying the appropriate controls required
• Experience in other framework-based examinations including NIST, HIPPA and ISO 27001
• Experience in assisting clients in developing and implementing Risk Assessment programs, including risk assessments associated with the deployment of AI

Education:

• Bachelor of Science in Accounting and Information Management Systems, Babson College

Professional

• Chairman, Audit Committee and Trustee, South Shore Bank
• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Information Systems Audit and Control Association (ISACA)
• Association of Certified Fraud Examiners (ACFE)
• Certified Information System Auditor (CISA)
• AICPA Certified Information Technology Professional (CITP)

Community

• Holbrook Cemetery Corporation, trustee
• St. Joseph's Parish, finance committee