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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 . 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
Professional Affiliations
Civic and Community Activities