Overview
Jamie is a Technical Director in the New Jersey office and part of the the Employee Benefit Services Group with about 15 years of public accounting experience as a CPA. She is industry-specialized in providing assurance and consulting services to plan sponsors of various benefit plans, mainly of 401(k), 403(b), and defined benefit plans. She has extensive experience performing both ERISA Section 103(a)(3)(C) and ERISA non-Section 103(a)(3)(C) plans.
Jamie strives for the highest quality and therefore has experience as a quality control reviewer and led the office's internal inspections. She is also a member of the Employee Benefit Plan Assurance Committee, serving as the regional lead for the Northeast. In addition, she is focused on staff development by implementing in-house trainings, as well as developed a leadership program for driven indiviudals looking to advance their careers to a higher level. Other skills include project management and audit efficiency to ensure quality engagements are done timely to meet her clients' needs and providing impeccable client service.
Education
Rutgers University - School of Business
- Bachelor of Science - Accounting 2012; Concentration in Management Science and Information Systems
- Master of Accountancy - 2013
In the community
American Institute of Certified Public Accounants (AICPA)
New Jersey Society of Certified Public Accounants (NJCPA)
WIPN (We Inspire. Promote. Network)