Overview
I serve as a principal at CLA responsible for providing Specialized Advisory Services. Our multi-disciplined team of professionals focus on the needs of our client's business risk environment.
Through the development of a proven methodology and approach, the practice is prepared to assess and address the strategic, financial, operational and compliance risks our client's face everyday. We bring world class solutions through our cyber security, internal audit, enterprise risk management and compliance solutions.
Prior to joining CLA, I served as the Risk Advisory Leader at the largest regional accounting, tax and advisory firm in New England.
Over the course of a 28-year career at a Big Four firm, I was responsible for major business transformations in both the Financial/IT Risk Assurance and Consulting Practices. I worked with a wide range of companies, startup to Fortune 100, in technology, financial services, healthcare, biotech, manufacturing, government, retail, gaming, and hospitality.
At the firm, I built a reputation for my ability to assess, turn around, build out, and grow practices. Highlights included supporting the rollout of the advisory practice amid fallout of the Great Recession and rebranding the New England Risk Advisory Practice with capabilities for non-audit clients.
I was part of the team that supported a cybersecurity practice and quality assurance initiative. I leveraged the the firm's brand, service offerings, and deep personal investment to build a global partnership with a Fortune 125 technology company.
I continue to serve as an Adjunct Professor of Accounting at Boston College where I teach Accounting Information Systems in the Masters of Accounting (MSA) program.
Education
Fordham Gabelli School of Business
MBA Accounting/Finance
Boston College
BS Accounting
Northwestern University - Kellogg School of Management
E&Y Partner Executive Program
Certifications:
Certified Infrmation Systems Auditor - CISA
Certified in Risk and Controls - CRISC
Certified Data Privacy Solutions Engineer - CDPSE
In the community
Volunteer experience
North Hill Retirement Community
Advisory Board Member
Serves on Finance, Audit and Health Committees.
160 East 27th St Board
Director
Wellesley Historical Society
President
President of the Wellesley Historical Society- Our mission is to serve as the Historical Resource center for the town of Wellesley; to provide educational programs, to collect, interpret and display materials pertaining to the history of the town and its people; to inspire public involvement in the appreciation of its heritage and culture.
Pan Mass Challenge
Participant and fundraiser
CauseScience and Technology
An avid cyclist and fundraiser for cancer research, I ride annually in the two day 200 mile event to raise funds for the Dana Farber Cancer Research Institute (The Jimmy Fund).
Christmas in the City
Volunteer and Sponsor
Christmas in the City
CauseChildren
Christmas in The City Sponsor / Volunteer - Supports activities that provide over 5000 Homeless children a winter wonderland event in Boston.
Professional Organizations:
Institute of Internal Auditors- IIA
Information Systems Audit and Control Association - ISACA
Private Directors Association - Boston Chapter