About
A CPA and Senior Associate in PwC's Digital Assurance & Transparency (DAT) practice, specializing in AICPA control examinations, SOX 404 controls testing, and risk advisory for financial services clients. Skilled at balancing multi-workstream engagements while solving complex problems, navigating emerging technology risks, and building trusted relationships.
Experience spans SOX 404 testing, SOC 1 & SOC 2 examinations, and consulting engagements focused on risk assessments & control mapping. Working with a diverse range of clients — from super-regional banks and quasi-government organizations, to insurance conglomerates and growing fintechs — has built a well-rounded perspective on how different organizations approach risk and compliance. Particular areas of expertise include Identity & Access Management (IAM), SWIFT network (CSCF) & cybersecurity controls, and emerging technology risks (cloud environments & blockchain technology). Having project managed 11 concurrent workstreams across 7 clients while maintaining timely, high-quality outputs — balancing competing priorities is something clients and teams have come to rely on.
Career
Leading controls and assurance engagements for top-tier financial services clients. Project managed 11 concurrent workstreams across 7 clients.
Planned and executed SOX 404, SOC 1, SOC 2, and AICPA Examination engagements. Oversaw review and supervision of junior staff and offshore team members.
Played an instrumental role in the planning and execution of SOX 404, SOC 1, SOC 2, and AICPA Examination engagements in the financial services industry.
Academic
Expertise
Service
Fundraised for eight student scholarship endowments; planned campus traditions and events; engaged alumni with the Alumni Association.
Recruited 60+ applicants; ran D&I programming week; launched a student newsletter during COVID-19; presented to the Dean's Suite.
Secured $15,000+ in university funding; raised $5,000 for cultural events; managed budgets for 30+ events with a 10-member executive team.
Serving on the leadership team of the Miami University Alumni Association's Columbus chapter.
Personal
This section is under construction — check back soon.
Connect
Always happy to connect — whether to exchange ideas, discuss trends in financial services risk and technology, or explore new opportunities.
