Jim has over 30 years of public accounting and audit experience, providing services to more than 100 different financial institution clients during his career. Jim provides services to numerous financial institution clients. His current client base includes institutions ranging in size from $40 million to over $1 billion. He is a much sought after speaker on accounting, auditing and SEC reporting issues.
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA) - Financial Institutions Committee
Institute of Internal Auditors
Association of Certified Fraud Examiners
Jim earned Bachelor of Science and Masters degrees from the University of Scranton and has supplemented his education with a variety of continuing education courses.
Licenses and Certifications
Certified Public Accountant (CPA) in Pennsylvania
Certified Fraud Examiner