Jeff is a Principal and Director in the Transaction Advisory Services Practice in the Sarasota, Florida office of HBK. He began his public accounting career with a “Big Four” firm in 2010 and spent time in their Tampa, Boston, and London offices before joining HBK in 2021. Jeff has worked with a wide range of clients with a focus in the financial service and asset management sectors.

Jeff has audit and transaction advisory experience with clients and businesses ranging in size from small, private clients to public, multinational financial services firms. While he spends much of his time focused on audit and advisory engagements with his clients, he also works to develop and facilitate training programs and is a project manager for the development of software programs.