Partner – Technical Accounting & IPO Services
Jeff has 30-plus years of experience and is an accomplished leader and trained SEC financial reporting expert with 30 years at PricewaterhouseCoopers LLP (PwC), including five years in PwC’s National Office and as the firm’s SEC Services Technology Portfolio Lead Partner.
Jeff joins from PwC, where he was an Audit Partner for 15 years and served part of his tenure as the Technology Portfolio Lead Partner in PwC’s SEC Services group. In this role, Jeff was responsible for assisting and advising hundreds of clients in interpreting and applying complex accounting and financial reporting requirements as well as the SEC’s rules and regulations relevant to IPO, M&A, and other major financing transactions.
Prior to becoming a Partner with PwC, Jeff set the stage for a career in technical accounting and SEC advisory work by being selected to serve as one of very few Professional Accounting Fellow’s (PAF) in SEC’s Division of Corporation Finance (“Corp Fin”). In his role as a PAF, he collaborated with Corp Fin leadership, including Corp Fin accountants, attorneys, and analysts, to review pre-filing IPO, merger, and equity financing documents, providing companies with guidance and recommendations to help them meet US GAAP and SEC requirements.