Biography

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.

Professional Affiliations

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

Education

  • MAcct, Washington State University