Josh serves as the Specialty Group Leader for the firm's Financial Services Group. This role is focused on leading the strategic direction of FSG.

In addition, Josh works with customers including both public and private banks and 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 the accounting for mergers and acquisitions. In addition, as a Certified Fiduciary and Investment Risk Specialist, Josh works with the majority of the firm’s trust customers.

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

• Past Member of Board of Directors, Me Fine Foundation
• Past Advisory Board Member, Bankers' Affinity Group