Senior Consultant

Bob has:

  • Performed risk based audits and reviews of non-public companies, non-profit foundations, financial institutions and 401k benefit plans.
  • Performed warrant calculations, stock based compensation calculations, convertible debt calculations and other various GAAP based calculations
  • Prepared GAAP financial statements, related note disclosures and Management & Discussion Analysis for quarterly and annual public filings
  • Performed internal control analysis to ensure compliance with COSO 2013 as required by the SEC
  • Assisted clients in closing of their financial information preparation for their audit or review procedures
  • Performed and supervised audits and reviews of commodity pools, hedge funds, investment companies, broker dealers and non-profit foundations.
  • Performed and supervised reviews of quarterly SEC filings and SOC 1 Reports.
  • Performed research projects on investment valuation techniques and audit program updates
  • Performed reviews of financial statements of nursing homes to ensure proper expense allocation for their Maryland Medicaid contract


  • B.S. in Accounting​
  • Certified Public Accountant