With over two decades as a Real Estate Investor and my recently established Home Construction business, I bring extensive experience in the real estate sector and related industries. During my role as an Assistant National Bank Examiner at the Office of the Comptroller of the Currency from January 2017 to June 2020, I oversaw the examination and regulation of mega banks. Aligned with the OCC's mission, my responsibilities aimed at ensuring the safe and sound operation of national banks, fair customer treatment, and compliance with applicable laws. Previously, as a Commercial Underwriting Analyst at JPMorgan Chase & Co. in the Louisville, Kentucky Area (September 2013 to November 2016), I assessed client risk for commercial loans. My diverse work experience, spanning the corporate private and government sectors, along with small business ventures, positions me to provide customized Tax Saving and Planning Solutions, empowering your enduring financial success.
I earned an Honors Scholar B.S. in Business Administration with a focus on Finance and a B.S. in Economics in 2012, and in 2015, I obtained a Certificate of Accounting, all from the University of Louisville. In 2021, I took three live online classes in Financial Valuation and Analysis from Columbia University. Currently a 2024 CPA Candidate and a CFA (Charter Financial Analyst) Level III Candidate, my educational background reflects a strong foundation in finance, economics, and accounting, underscoring my commitment to professional growth and to deliver value in Tax Planning and Preparation.
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