Biography

Stephen has been in public accounting since 1999. His focus is providing assurance services to manufacturing, distribution, and retail companies. Stephen’s experience includes nine years at a Big Four firm where he provided assurance services to companies that ranged in size from middle-market companies to large multinational Fortune 100 companies. Stephen’s current clients include consumer products manufacturers and distributors, restaurant franchisees, and several grocery retailers.

Stephen also has 15 years of benefit plan auditing experience that includes audits of defined contribution and defined benefit plans ranging in size from 100 to over 100,000 participants. His experience includes dealing with master trusts, securities lending agreements, brokerage window accounts, insurance contracts held as investments, and derivative contracts. Furthermore, Stephen has extensive experience dealing with plans that require filings with the Securities and Exchange Commission.

Professional Affiliations

  • Director, Los Angeles Chapter, California Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants

Education

  • BS, accountancy, California State University-Northridge