Kellie has practiced public accounting since 2012. She supervises audits of private companies in the financial services industry, including financial institutions, asset managers, and specialty finance.

Kellie has experience with many investment vehicles and classes, particularly valuation. She also has extensive experience in sale accounting and business combinations. Kellie oversees financial statement audits and reviews, as well as regulatory compliance examinations.

Professional Affiliations

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


  • BS, accounting, Santa Clara University

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