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I am a 5th year Accounting PhD student at Fuqua School of Business at Duke University.  I expect to graduate in the Spring of 2020.

Prior to Duke, I was a 3rd year manager in PwC’s Transaction Services group, focusing on Capital Market and Accounting Advisory Services.  In this role I assisted companies with complex capital market transactions including IPOs, divestitures, acquisitions, and debt offerings.  I also provided technical accounting assistance related debt and equity financing, embedded derivative analysis, business combinations, stock compensation, revenue recognition, loan accounting, US GAAP to IFRS conversions and other complex areas. I regularly communicated with the PwC National Office, and many of these issues were so complicated that our clients pre-cleared their positions with the SEC.  In addition to providing client service, I also was a frequent speaker at events sponsored by PwC and provided CPE training for clients.

Prior to joining PwC, I did a one year rotation as a post-graduate technical assistant at the FASB, primarily focusing on Accounting for Financial Instruments.  In this role, I gained deep exposure to both current and proposed US GAAP and IFRS.  In addition, I assisted with a significant amount of investor outreach, which provided me with insight into how buy-side analysts use accounting information.

My first experience in corporate America was an internship at Alliance Data (NYSE: ADS) in 2005, where I interned for 3 years in the Corporate Finance and SEC Reporting Groups.  I also completed a summer internship at Deloitte in 2008, predominately focusing on technology companies.

My work experience is unique in that I have seen multiple sides of the accounting profession.  I have seen how preparers develop accounting information, auditors review the financial statements, standard setters promulgate guidance and investors consume the information.

Attached is my CV and LinkedIn Profile.