Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CPA- licensed in Texas and North Carolina
CFE - Certified Fraud Examiner
CIA - Certified Internal Auditor
CGMA - Chartered Global Management Accountant
More than 30 years expereince in Public Accounting, Consulting, Advisory, Industry, and Entreprenuership
International Business Development, Global Operation and Finance Senior Management, Strategy Creation and Execution, Management Advisory, M&A
Joint Venture, Strategic Alliance, and Channel Creation and Management, Organizational Improvement
Governance, Global Compliance (FCPA, SOX, etc.), ERM, Due Diligence, Fraud Investigation and Prevention, Forensics, Internal Audit
Fluent Italian - commercial, financial, etc.
Near Fluent Spanish
Past Board Director and Advisor to Offshore Holding Co.
Past Board Member non-Profit organization, and School District
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Financial Executives International
National Association of Corporate Directors - Carolinas & Research Triangle Chapters