Biography

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.

Selected Speaking Engagements

  • CECL: What Changes and What Remains the Same
    (CBA 30th Annual Lenders and Credit Officers Conference, March 2017)
  • Bank M&A: Today’s Valuation Drivers, Key Success Factors and Typical Pitfalls
    (Leaders in Banking Speaker Series, December 2015)
  • Panel Member: Banking Outlook: What’s on the Horizon for 2016?
    (Moss Adams, Manatt Phelps & Phillips, and Sandler O'Neill and Partners Forum, November 2015)
  • Getting the Right People Around the Boardroom Table
    (WIB Directors Conference, November 2015)
  • Panel Member: Getting the Deal Done - The Practitioners' Perspectives
    (ICBA/CCBN Community Bank M&A 2015 Seminar, October 2015)
  • Moderator: Credit Union Management Panel
    (Moss Adams Credit Union Conference, July 2015)
  • Valuing the Bank Peer Exchange Moderator
    (BankDirector.com Conference, October 2014)
  • 2014 Accounting Update
    (California Banker’s Association, June 2014)
  • The Bank Director’s Dash Board
    (California Banker’s Association, May 2014)

Professional Affiliations

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

Education

  • BS, accounting, University of Southern California