Joe’s career has focused on serving both insurance companies and insurance regulators. He has extensive experience with GAAP and SAP audits and experience working as a senior examiner and manager of financial analysis for a state Department of Insurance. He continues to serve insurance regulatory clients across the U.S., providing various services, including financial and market conduct examinations. Joe also enjoys providing specialized consulting services in areas such as regulatory examination readiness, change of control, business expansion, and forensics. He is involved with numerous insurance industry organizations and frequently participates and speaks at insurance conferences across the U.S. One of Joe’s unique differentiators is his team’s unique blend of understanding in both regulatory and traditional insurance accounting and auditing.
Years of Experience
30
Education
University of Southern Mississippi, Bachelor’s
Millsaps College, Master’s
Professional Credentials
Certified Public Accountant (CPA)
Certified Financial Examiner (CFE)
Certified in Financial Forensics (CFF)
Certified in Risk and Information Systems Control (CRISC)
Certified Information Systems Auditor (CISA)
Certified Information Technology Professional (CITP)
Certified Insurance Examiner (CIE)
Certified Management Accountant (CMA)
Fellow in the Healthcare Financial Management Association (FHFMA)