Personal Information
Organization / Workplace
San Mateo, California
Occupation
Managing Director - Silicon Valley
About
Areas of Specialized Skill:
Valuation of closely-held businesses
Litigation Support & Forensic Accounting
Taxation; research and planning
General business and financial consulting
Industry Specialization:
Logistics
Manufacturing
Real Estate
Health Sciences/Biotech
Professional Credentials:
Certified Public Accountant - December 1983
Certified Valuation Analyst (NACVA) - December 1997
Certified Fraud Examiner (ACFE)- January 1999
Real Estate Sales License – February 2000
Life/Variable Contracts Insurance Agent – October 2002
Investment Advisor Rep (Series 7/66) – Jan/Feb 2003
Certified Business Appraiser (IBA) – August 2006
Accredited in Busine