Jeff has practiced public accounting since 1988 and has served as the lead audit partner for numerous financial institutions and SEC reporting companies. He was previously a partner at a regional accounting firm specializing in providing services to financial institutions and served in the internal audit department of an $18 billion dollar institution where he led the bank's implementation of FDICIA.
Jeff is a member of the firm's Financial Services Group and has served as a speaker for various topics to industry trade groups and for internal staff training. Services to financial institutions have included leading an initial public offering, SEC reporting, merger and acquisition assistance, credit and operational reviews, and internal control evaluations.
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.