Senior financial professional with 20+ years experience in financial and professional services managing, assessing and directing business operations. Recognized for creating sound and practical policies, efficiencies in operations and strong cost management. Partner to leadership and senior management in developing good governance. Demonstrated track record in managing enterprise-wide projects including several mergers and acquisitions for financial services companies. Team leader, mentor and flexible leader.

Currently serving as Executive Director of Finance at Moss Adams LLP, a professional services firm.  Previously served various roles including CFO at Seattle-Northwest Securities, an investment banking firm and registered investment advisor.

Primary Language: English
Secondary Language:

Industries this mentor is knowledgeable in: Accounting, Banking, Executive Office, Financial Services, Investment Banking, Investment Management