RSM US LLP
October 2015 — Present
Performs audits of financial institutions (primarily credit unions) in the in-charge role.
- Technical areas of focus include: allowance for loan losses, impaired loans, commercial loan file review, business combination
Member of Bay Area Assurance Taskforce.
Assists with presentation of local area trainings.
- Auditing investment securities (presenter)
- Audit documentation (presenter)
Assists with recruiting functions for the San Francisco and San Jose offices.