Overview
Undertaking audits for plans such as:
- Governmental multiple-employer cost sharing and agent pension plans
- Governmental defined contribution plans of various structures
- Governmental multiple-employer cost sharing and agent OPEB plans
- Schedules required by GASB 68 and performance of related census data testing
- Schedules required by GASB 75 and performance of related census data testing
Education
- Master of Accounting from Ohio State University
- Certified Public Accountant from the Washington State Board of Accountancy (2025)
- Certified Public Accountant from the California Board of Accountancy (2025)
- Investment accounting experience in insurance and investment industries