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~Contributor,Learner, Trainer, Connecter, and Coach Anywhere in the World ~

Accounting: Explain complex accounting issues and anticipate their impact on financial reporting. Build and strengthen client relationships by facilitating understanding of US financial reporting requirements. Certified Public Accountant in Florida. Ernst & Young International Financial Reporting Standards Accreditation.

Mobility and Cultural Compatibility:Transition from country to country, adapt to local business environment, and connect with engagement teams and their clients. Native English speaker, proficient in Spanish.

Teaching and Coaching:  Learn quickly, present training efficiently, and coach effectively by making learning fun and motivating teams. Identify market trends and link to growth opportunities.

Work experience


Capital Markets Partner

Ernst & Young ShinNihon LLC

·Advise engagement teams on international and US accounting standards and US Securities Exchange Commission (SEC) rules; boost teams’ understanding of SEC registration process; provide forum to resolve technical issues; perform quality reviews of cross-border transactions.

·Transformed Capital Markets Group from primarily Quality and Risk Management function that reviewed cross-border filings to provider of wide range of support to engagement teams; cited for quality and excellent support/advice to engagement executives and teams.

·Provide firm with competitive advantage in Japan by cultivating and maintaining productive relationships with Tokyo-based US attorneys representing firm’s clients; engage relationships to resolve issues related to securities registration and annual reporting.

·Took initiative to improve Capital Markets Group brand both internally and with clients; support engagement teams in building and strengthening relationships with clients through go-to-market, revenue-producing initiatives, including account management.

·Guided large Japanese financial institution in completing securities registration in the US within very tight timeframe; summarized outstanding issues, developed process for resolving them, steered team’s/client’s approach to managing registration process. Repeated this success with other large Japanese companies.

·Earned internal and client praise for key role in registration of securities client merging with another Japanese company, resulting in Ernst & Young’s selection as continuing audit firm.

·Developed and presented annual training course on “How to Review a Form 20-F” to focus engagement teams on high-risk areas of Annual Reports of Foreign Private Issuers and enable more effective and efficient team Form 20-F review.

·Presented Capital Markets Forums ­– internal seminars that enable engagement teams to discuss technical issues and go-to-market initiatives.

·Organized internal network of Subject-Matter Experts to implement Financial Accounting Standards Board (FASB) codification.

·Developed and delivered Lunch & Learn seminars for Japan-based law firms on new-codification impact.


Global Offerings Services Partner

Deloitte Korea

·Quickly transitioned from Arthur Andersen Partner to Deloitte Partner and facilitated Korean firm’s transition when it joined Deloitte after demise of Arthur Andersen; rapidly absorbed Deloitte policies and practices and facilitated their effective, efficient implementation in Korean firm.

·As member of Global Offerings Services Group, advised engagement teams on international and US SEC accounting standards and rules.

·Took responsibility far beyond scope of Seoul office by acquiring deep understanding of Asia Pacific Region’s business environment to perform quality reviews for cross-border transactions in South Korea, Taiwan, Australia, New Zealand, Malaysia, Indonesia, and India.

·Prepared and delivered extensive training on US accounting standards, US SEC rules, and newly passed Sarbanes-Oxley Act.

·Enabled engagement teams to efficiently implement requirements of Section 404 of Sarbanes-Oxley by providing extensive guidance and support.


Staff to Partner

Arthur Andersen

·Quickly adapted to new business environments and applied best practices while demonstrating willingness to transition from country to country, serving clients in the US, Hungary, Venezuela, and South Korea; played significant role in teaching technical accounting and US SEC rules and regulations, thus strengthening engagement teams’ capabilities to serve clients.

·Built reputation for quality, flexibility, and eagerness to support engagement teams, resulting in selection for new international assignments.

·Miami: Supervised audits of branches of Spanish and Latin American banks as well as large US public companies.

·Budapest: Quickly adapted global policies and practices to Hungarian business environment as country audit partner in charge.

·Caracas: Negotiated and executed merger with two accounting firms as country audit partner in charge for six years, including three years as country managing partner playing key role in increasing firm’s Venezuelan presence and market share.

·Seoul: Performed quality reviews of annual reports and registration statements of large Korean US SEC registrants.



US Army

·Served in a variety of command and staff positions in the US and the Panama Canal Zone.


Bachelor of Science in Business Administration

University of Florida

Master of Arts

University of Florida


Spanish speaker


Certified Public Accountant

State of Florida