Credentials
My professional development reflects a commitment to technical accuracy, internal controls, responsible decision-making, and the evolving role of technology in accounting and finance.
In addition to earning my California CPA license, I have completed focused education in internal controls, lease accounting, revenue recognition, advanced Excel, and artificial intelligence, and I am currently completing executive education in AI for business and finance through Columbia Business School.
Certified Public Accountant
California Board of Accountancy
License No. 162830
Licensed by the California Board of Accountancy and authorized to use the CPA designation in California.
Professional Certificates
Certificate of Educational Achievement
AICPA & CIMA · Completed June 2026
Completed the full COSO Internal Control Certificate Program, strengthening my understanding of the Internal Control - Integrated Framework and its application to governance, risk assessment, control activities, information and communication, and monitoring.
View CertificateAICPA & CIMA · Completed June 3, 2026 · 9 CPE credits
Focused technical education in lease accounting, including recognition, measurement, classification, documentation, and financial-reporting considerations under ASC 842.
View CertificateAICPA & CIMA · Completed June 9, 2026 · 8.5 CPE credits
Focused technical education in the revenue-recognition framework, including contract identification, performance obligations, transaction price, recognition, and reporting considerations under ASC 606.
View CertificateEducation
Columbia Business School Executive Education
In Progress - Expected Completion September 2026
An executive education program examining how artificial intelligence is shaping business and finance, including strategy, decision-making, governance, implementation considerations, and responsible use of emerging technology.
LinkedIn Learning · Completed April 24, 2026
Advanced training in Excel formulas and functions supporting financial analysis, reconciliations, reporting, schedules, and workflow improvement.
View CertificateLinkedIn Learning · Completed April 24, 2026
Introductory professional education on the application of artificial intelligence in accounting and business, supporting broader study of AI-enabled finance workflows and responsible professional use.
View CertificateContinuing Education
CalCPA · Completed June 16, 2026 · 2 CPE credits - Regulatory Ethics
California-specific professional education covering regulatory responsibilities and continuing-practice requirements for newly licensed CPAs.
Résumé
Review my professional experience, systems background, technical strengths, and continuing development.
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Learn more about how my professional experience, technical development, and original work come together across accounting, controls, and AI-enabled finance.