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WiM Corporate Professional
Professional Bio
I have over six years of experience in the assurance practice, with a focus in the manufacturing and distribution and service industries. My experience includes providing the auditing, tax, accounting, and financial reporting services to entities in these industries. My clients are both owner-operated and private equity held businesses, many with operations around the globe.
I also have over six years of experience in performing benefit plan audits, including defined contribution, defined benefit, health and welfare plans, and related compliance for benefit plans. My current benefit plan client base includes plans with over 10,000 participants and $1 billion in assets. I have a broad range of experience dealing with benefit plan compliance issues including preparation and review of Form 5500s, 990s, 990-Ts and Summary Annual Reports.
I also have over six years of experience in performing benefit plan audits, including defined contribution, defined benefit, health and welfare plans, and related compliance for benefit plans. My current benefit plan client base includes plans with over 10,000 participants and $1 billion in assets. I have a broad range of experience dealing with benefit plan compliance issues including preparation and review of Form 5500s, 990s, 990-Ts and Summary Annual Reports.
Company
Plante Moran, PLLC
WiM Corporate Professional