Dylan has practiced public accounting since 2014. He manages financial statement and regulatory compliance audits for broker-dealers, registered investment advisors, trust banks, and pooled investment vehicles such as hedge funds, private equity funds, and venture capital funds.
Dylan is well-versed in the accounting and auditing issues unique to these industry sectors, including the evaluation of a variety of internal control structures, investment portfolios, fair value measurements, and compensation arrangements in a regulatory environment.
Dylan also has experience in financial statement audits for employee benefit plans including 401(k), 403(b), defined benefit pension, and health and welfare plans.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.