Dexter Jumamoy, CPA Expertise Seasoned professional with over two decades of experience performing and advising clients from top-tier public accounting firms, publicly listed companies and private-equity backed private companies. Ability to manage financial statement preparation, business transformation and resolution of complex financial reporting issues. Experience BDO USA, Senior Manager, Risk Advisory Services Moss Adams, Manager, […]
Ian Lamdin, CPA, CFE, ICAEW Expertise Professional with over 15 years of broad accounting experience in both public accounting and industry. Extensive public company experience, most recently as SEC Reporting Director for three Nasdaq-listed life sciences companies and one hi-tech manufacturing company. Experience Velodyne Lidar, Inc., SEC Reporting Director Vaxart, Inc., SEC Reporting Director Ardelyx,
Bryan Galligan, CFA Expertise Bryan has extensive experience in M&A transactions and IPOs, including sell-side and buy-side quality of earnings (QoE) reports, working capital review and analyses, financial planning and analysis consulting, post-M&A integration advisory and sell-side financial diligence preparation. Experience Western Dental & Orthodontics, Vice President, Mergers and Acquisitions Sonrava Health, Vice President, Mergers
Michelle Rycroft, CPA Expertise Accounting professional with vast public accounting and reporting experience on clients in the Health Care and Life Sciences industries. Experience includes initial public offerings, debt offerings, comfort letters, restatements, quarterly reviews, Sarbanes-Oxley (SOX) Section 404 projects, and the filing of documents to the SEC. Experience EY, Assurance Manager
Nikki Nguyen Expertise HR professional with almost a decade of experience working in payroll and Human Resources. Experience includes administering employee benefits, responsibility for employee life cycle (i.e., recruiting, hiring, onboarding, training and firing), analyzing financial reports and auditing company procedures/policies. Fluent in English and Vietnamese. Experience WJR Partners, Associate, Risk Advisory Services (RAS) Kei
Eddie Alamo, CPA Expertise Progressive corporate financial CPA with more than two decades of experience in the preparation and analysis of financial statements, US GAAP and SEC with both independent auditors and private equity sponsors. Experience Mullen Technologies, Project Engagement HHS Construction, Project Engagement Martinez Steel, LLC., Controller Modern Health Holdings, Inc., Project Engagement Associations
Leslie Stumpf, CPA, MST Expertise All areas of corporate tax reporting and compliance as a Big Four tax manager and independent consultant with extensive additional experience in accounting/reporting. Focus areas include corporate and S-corporation taxation; ASC 805-740 matters related to business combinations; ASC 740-10 issues related to complex interim and annual, domestic and international income
Oscar Rodriguez Expertise Accounting and financial reporting manager with experience in financial reporting and analysis, assisting with acquisitions and managing SEC filings. Experience Cetera Financial Group Breitburn Energy Partners Prospect Mortgage, LLC
Todd Heeter Expertise Highly accomplished finance executive with a wide range of experience in various industries such as eCommerce, CPG, Fintech, pharmaceutical, technology, telecommunications, public utilities and others. He has successfully led IPOs, start-ups, Fortune 500, and Private Equity firms. He is known for his expertise in financial strategy, financial reporting, investment banking, and data-driven
Matthew Snow, CPA Expertise Executive accounting, auditing and finance professional with experience assisting companies with accounting matters, financial reporting, auditing, internal control policies and procedures, and financial analysis. Experience in leading and coordinating large and dispersed teams. Experience Ernst & Young LLP, Assurance/Audit Partner Certifications Certified Public Accountant in the state of California (CPA) Member
Frank Velasco Expertise Experienced financial management professional with extensive knowledge and practical application of Generally Accepted Accounting Principles (GAAP). Strong business leader and trusted advisor to owners, venture capitalist, shareholders and executives on accounting, finance and tax matters. Experience SureFire, LLC., Corporate Controller SVF Flow Controls, Inc., Corporate Controller Murrietta Circuits, Inc., Corporate Controller Sensormatic
Sarah Su, CPA Expertise Seasoned professional with accounting and management experience in public accounting, private industry andtransactional services. Experience Blythe Global Advisors LLC Brandlin & Associates JSM Construction Inc. Ernst & Young LLP Certifications Certified Public Accountant (CPA), California
