Experience

• Over 25 years of experience in public and private accounting
• Director of the Private Equity and Venture Capital Services Group
• Director of the Transaction Services Group
• Member of leadership teams of KLR Outsourcing and KLR Executive Search
• Works closely with private equity and venture capital firms in meeting both back office and portfolio company needs
• Assists clients looking to obtain debt and equity financing
• Experienced in assisting clients in evaluating investment opportunities as well as hands on experience during the pre and post transaction process, including providing buy-side and sell-side due diligence/ quality of earnings services
• Audit and consulting experience with clients in a variety of industries including renewable energy, private equity, technology, professional services, construction, casino gaming, auto dealerships, manufacturing, distribution, forensic accounting and employee benefit plans
• Assists clients in the evaluation of internal controls, fraud examination and forensic accounting engagements

Education

• Bachelor of Science in Business Administration, University of Rhode Island
• Master of Science in Business Administration, University of Rhode Island

Professional

• American Institute of Certified Public Accountants (AICPA)
• New England Society of Certified Public Accountants (NECPAs)
• Association of Certified Fraud Examiners (ACFE)
• Association for Corporate Growth (ACG), Past Boston Chapter President
• 2026 recipient of the ACG Meritorious Service Award
• ACG National Board of Directors - Director at Large
• ACG Deal Hunters, past committee member
• Turnaround Management Association (TMA), past board member and RI Satellite Chair
• Leadership Rhode Island 2010 Zeta II Class
• Providence Business News 2012 40 Under Forty
• TryRI, past Co-Chair
• Providence College, past adjunct professor
• Johnson & Wales University, past adjunct professor

Community

• Member, RI Commodores
• RENEW Energy Initiative, past board member and training committee chair
• Leukemia and Lymphoma Society, RI Chapter, past nominating committee member, past vice president of the board of trustees