Biography

Randy has been in the financial services industry since 1983. He specializes in IRS examinations, accounting methods, and accounting for clients’ income tax issues, with a focus on serving various alternative investment funds and advisors, financial institutions, and financial service firms.

Randy’s experience includes 16 years working at Washington Mutual, where he was responsible for tax due diligence and structuring for more than 30 acquisitions as Washington Mutual grew from total assets of $6 billion in 1989 to more than $300 billion in 2006. He has been responsible for more than two dozen coordinated IRS examinations, as well as for the tax aspects of the formation of a parent holding company and the merger of the two largest bank entities in 2005.

Randy previously worked at a Big Four firm for nine years. His clients included five of the 10 largest privately held companies in Washington state, several financial institutions, broker-dealer firms, cooperatives, and tax-exempt entities.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BS, accounting, Brigham Young University
  • MAcc, tax specialization, Brigham Young University