Background

Experience:

• Over 15 years’ experience in financial reporting and analysis, tax preparation, corporate tax and employee benefit plan audits.
• Co-Chair of the employee benefit plan audit practice group.
• Specializes in audit and review engagements across a wide range of industries, including employee benefit plans, seafood, healthcare, manufacturing and distribution and professional services.
• Skilled in group audits and auditing in accordance with Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).

Education:

• Bachelor of Science in Accounting, Bryant University
• Master of Science in Taxation, Bryant University

Professional

• Rhode Island Society of Certified Public Accountants (RISCPA)
• American Institute of Certified Public Accountants (AICPA)

Recent Articles

• When does a 401k Plan Need an Audit?
• Employee Benefit Plan Administration: 6 Key Players
• Employee Benefit Plan Considerations During Mergers and Acquisitions
• DOL Changes Counting Method for Plan Participants on Form 5500
• Selecting an Auditor for your Employee Benefit Plan: 5 Key Factors to Consider