Sam has over 20 years of combined experience in public accounting and private industry in California. He has been providing audit and assurance services to publicly and privately held clients in various fields including cannabis, manufacturing and distribution, industrial services and technology. In addition, Sam provides our clients with management and business advisory, due diligence and restructuring services.
- Serves high profile clients across various industries and around the globe, including the U.S., Canada and Japan
- Leads and manages high level financial statement audits and reviews
- Assists clients in advisory assignments including capital formation, IPOs, secondary offerings and private placements, mergers and due diligence, underwriting, development of business plans, controls evaluation, best practice diagnostics and financial restructurings
- Prior to joining Baker Tilly, Sam managed a multinational corporation where he successfully implemented an enterprise-wide ERP system and rolled out Sarbanes-Oxley compliance
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Serves on the board and audit committee for numerous not-for-profit organizations in Orange County, California
Location
Orange County, CA
Education
Master of Business Administration
University of Southern California (Los Angeles, California)
Bachelor of Arts in economics
University of California, Los Angeles (Los Angeles, California)