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Over 20 of years experience working with small-to-medium-market companies over a wide range of industries, including construction, agri-business, manufacturing, retail, and wholesale distributors. Experienced in assisting clients with exit strategy planning, year end tax planning, financing negotiations, and mergers and acquisitions.
Education
BA/Business Administration/Accounting - San Jose State University
Activities
Member - American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Committee Member - San Jose Chapter of CPAs - ABC Committee and Banker/CPA Golf Committee
Board Member (and Coach) - Community Soccer Club
Interesting Tidbit
Born and raised in San Jose and has watched it transform from orchards to a thriving business community. | 