Jonathan has more than 18 years of accounting and audit experience, specifically in the insurance and employee benefit plan industries. He regularly works with clients whose largest assets are their investment portfolios. Additionally, he has a wealth of experience handling complex issues related to investment accounting.
Jonathan is a member of the American Institute of Certified Public Accountants (AICPA), the Alabama Society of Certified Public Accountants (ASCPA), and the New Jersey Society of Certified Public Accountants (NJCPA).
Certified Public Accountant (CPA)
University of Alabama, Bachelor’s
University of Alabama, Master’s
7550 Halcyon Summit Dr Montgomery, AL 36117