We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Additional qualifications include: Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent a plus 8/9+ years of progressive experience in accounting, finance, or a related role within financial services, including experience leading or managing others.