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.

Education

CPA- licensed in Texas and North Carolina

CFE - Certified Fraud Examiner

CIA - Certified Internal Auditor

CGMA - Chartered Global Management Accountant

Overview

More than 30 years experience in Public Accounting, Consulting, Advisory, Industry, and Entreprenuership

International Market and Organization Development, Global Operations and Finance Senior Management,  Strategy Creation and Execution, Management Advisory Services, 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 or Advisor to offshore Holding Companies - Jersey, Bermuda, Gibraltar.  Industry experience with Cayman, Cyprus, etc.

Board Member non-Profit organizations, and previously a Texas independent School District

Upcoming speaking engagements

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Resources and event materials

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In the community

US - National Association of Corporate Directors - Carolinas & Research Triangle Chapters

Italy - member of national association of Non-executive Directors, Administrators and Advisors