Biography

Leo has provided valuation services since 2006. He specializes in financial and risk advisory and performs valuation and financial analyses for a wide variety of purposes including tax reporting, financial reporting, estate planning, and collateral valuation purposes.

Leo has extensive experience in identifying and pursuing new business opportunities while managing client relationships and overseeing cross-functional projects. His primary focus is the energy and infrastructure industry but also works with clients in consumer products, mining, technology, construction, and other industries.

Education

  • BA, economics, international relations, Boston University
  • MBA, business administration, Penn State University
  • MS, finance, Boston College

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.