Over 30 Years of Professional Experience:

• Chord Advisors, LLC – Managing Director
• Jefferies Financial Group Inc. – Vice President – Accounting Policy
• Financial Accounting Standards Board (FASB) – Project Research Associate
• Morgan Stanley – Senior Manager – Investment Management Controllers
• PricewaterhouseCoopers LLP – Manager

Education:

BS – University of Connecticut – Accounting (Summa Cum Laude)

• Fair Value
• Consolidation and VIEs
• Derivatives
• Asset Management Accounting
• Debt and Equity
• SEC Reporting