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
Orange County, CA
Education
Bachelor of Science in accounting
Loyola Marymount University (Los Angeles, California)
