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 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 engagementsView More
Resources and event materialsView More
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