Professional Overview

Josh works with public and private financial institutions, along with independent trust companies. He assists these customers with financial statement audits, internal control over financial reporting audits (Sarbanes-Oxley and FDICIA), and internal audit engagements. Josh has experience working with financial institutions on SEC reporting, including public offerings and secondary offerings, denovo bank formation, and due diligence for mergers and acquisitions.

‍

Education, Credentials and Special Training

• Certified Public Accountant
• Certified Fiduciary and Investment Risk Specialist
• M.S., Accounting, North Carolina State University
• B.S., Accounting, North Carolina State University

Professional Affiliations

• American Institute of Certified Public Accountants
• North Carolina Association of Certified Public Accountants

Civic and Community Activities

• Executive Committee, American Cancer Society North Carolina Golf Classic
• Past Member of Board of Directors, Me Fine Foundation
• Past Advisory Board Member, Bankers' Affinity Group