Jeff has more than 10 years of experience in regulatory compliance and internal audit as well as in trust operations. He oversees all aspects of the client engagement, including preparation, execution, and review of fieldwork and reporting. Jeff typically works with financial institutions, which of vary in size from de novo to multibillion dollar. This experience has made him proficient in his ability to analyze and assist clients with the high-risk areas affecting the industry. He is one of our experts in regards to trust departments as he is actively involved in all of the firm’s trust department audits.