Adam is a Managing Director with CFGI, providing Sarbanes Oxley (SOX) compliance, Internal Audit, Business Process Optimization (BPO), Enterprise Risk Management (ERM) and other risk advisory services. He has over 15 years of business process and information technology (IT) risk advisory experience, serving clients in the financial services, healthcare, technology, retail, not-for-profit and manufacturing industries. Adam uses his strong communication and technical skills to provide thoughtful insights to his clients.
Adam has extensive experience helping domestic and international organizations develop, operate and optimize internal controls, risk management and Internal Audit programs. He has led the analysis and improvement of numerous complex financial, operational, compliance and information technology internal control environments, providing recommendations to manage risk and improve the efficiency and effectiveness of business operations. Adam’s industry focus has been primarily financial services, including insurance, mortgage banking and retail banking.
Prior to joining CFGI, Adam was a Senior Manager with Grant Thornton in Philadelphia and a leader within their Risk Advisory practice nationally. Prior to joining GT, Adam worked for both Deloitte and EY in their risk advisory practices.
Adam holds a Bachelor of Science in Finance and Accounting from the University of Delaware. He is a Certified Public Accountant (CPA) in Pennsylvania and is a Certified Information Systems Security Professional (CISSP).