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.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.