Adam Bullock

Adam Bullock

Partner, CPA · +1 (949) 222 2999
Leave a messagearrowCreated with Sketch.

As the Western Region Leader for the financial services practice, Adam works closely with some of the firm’s largest financial services clients. He has worked with a variety of diversified and multinational financial institutions throughout the United States and Cayman Islands. Adam has more than 25 years of experience performing auditing and consulting services.

  • Oversees financial services industry strategy and business development in the Western Region of the United States and Cayman Islands 
  • Serves clients in many industry sectors, including specialty finance, banking, credit card, loan servicing, leasing and financial technology (fintech)
  • Works with registered investment advisors (RIAs), investment vehicles including fund of funds, public and private funds, alternative asset funds, investment management companies and regulated broker-dealers 
  • Involved in accounting standard setting process for the banking industry 
  • Resolves complex accounting and SEC reporting issues 
  • Participates in financing transactions including debt and equity issuances, structured finance, securitization, business combinations, reorganizations, bankruptcies and IPOs 
  • American Institute of Certified Public Accountants (AICPA) 
  • Cayman Islands Society of Professional Accountants 
  • Volunteers for non-profit organizations teaching disadvantaged or disabled children how to enjoy the ocean and learn to surf 

Location

California

Education

Bachelor of Science in accounting
Loyola Marymount University (Los Angeles, California)