Leadership

Our management team has decades of experience in the accounting, finance and management consulting industries. They have worked together throughout most of their careers. They have also helped support executives, officers and managing directors at many Fortune 100 companies across the country.

Neil-Smith-headshot

Neil Smith

Partner

Business Transformation Lead

Washington DC Office Lead


Keith-Linhart-headshot

Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



Kati-Penny-headshot

Kati Penney

Partner

Accounting Advisory

(Washington DC)



kevin-reger-headshot

Dabie Tsai

Partner

Accounting Advisory

San Francisco Office Lead


Shawn Degnan

Partner

Accounting Advisory Lead


Jill-Agudelo-headshot

Jill Agudelo

Partner

Risk & Compliance Lead


John-Hoebler-headshot

John Hoebler

Partner

Technology Solutions Lead


Harpreet-Narula-headshot

Harpreet Narula

Partner

Coupa Practice Lead



Roderick-Carmody-headshot

Roderick Carmody

Partner

Accounting Advisory


Liz-Immel-headshot

Liz Immel

Partner

Workday Financials


Chris Clapp

Partner

Private Equity Lead


Heather-Stewart-headshot

Heather Stewart

Partner

Risk & Compliance

(San Francisco)



Brian-hearing-headshot

Brian Hearing

Partner

Workday Practice Lead



Bruce-Klein-headshot

Bruce Klein

Partner

Financial Services Lead

New York Office Lead


PJ-Warwick-headshot

P.J. Warwick

Principal

Intelligent Automation &
Data Analytics



kevin-reger-headshot

Kevin Reger

Partner

Technology Solutions Post-Production Support


David Kay

Co-Founder and Managing Partner



Erik Linn

Co-Founder and Managing Partner



Amy-Bjarnason-Headshot

Amy Bjarnason

Chief Operating Officer



Amy Seibel

Chief Financial Officer



Slider

Juliana-Mastroianni-Headshot

Juliana Mastroianni

Vice President of Human Capital



David Arnold

Director of

Marketing




Chad-Geary-Headshot

Chad Geary

Director of Business

Development



Slider

Ryan-Smiley-Headshot

Ryan Smiley

Board of Directors



J. Christopher Lewis

Board of Directors



Tim Ramos

Board of Directors



Slider

Bob Lipstein

Board of Advisors



ed-machir-Headshot

Ed Machir

Board of Advisors



george-neble-Headshot

George Neble

Board of Advisors



Matt-Devost-Headshot

Matt Devost

Board of Advisors



Slider