Assurance and Business Advisory Partner with more than 20 years of experience serving public and private organizations in all facets of the financial services industry - insurance, banking and asset management sectors. Accomplished in buy-side due diligence, strategy consulting and internal control. Deep expertise in complex business and accounting issues including: business combinations, revenue recognition, compensation arrangements, income taxes, leases, foreign reporting & currency, consolidations, impairment, fair value and discontinued operations.
Wealth and asset management firms are growing in both size and importance to our economy. Wipfli is in a unique position to help those firms, which are helping fuel economic recovery following the COVID-19 pandemic.17 January 2022