As an Audit Manager, David has nearly a decade of dedicated service in public accounting. Having honed his skills over nine years at a CPA firm in Albany, NY, where he most recently served as a supervisor, overseeing both audit and tax engagements. David’s journey began as an intern and progressed through roles as a… Read More

As an Audit Manager, Carlos has over seven years of experience in the public accounting sector, advancing from a staff position to currently serving as a manager. Prior to specializing in public accounting, Carlos spent a year and a half immersed in forensic accounting at a private company, where his roles ranged from intern to… Read More

As an Audit Associate, Ronnie has several years of experience in audit, complemented by extensive internships in both the audit and tax fields. He prepares and verifies the financial information of companies among other responsibilities. Ronnie earned his Bachelor of Science in Accounting and Master of Business Administration from the State University of New York… Read More

As a Senior Audit Associate, Malcolm has a passion for problem-solving and client satisfaction. Malcolm’s journey in the field of auditing spans 6 years, during which he transitioned from the retail auto parts industry to pursue his true passion in accounting. Malcolm consistently proves his dedication to clients by helping them better organize their audit… Read More

As Audit Manager, Stephanie organizes and manages various attest engagements, in addition to making recommendations on policies, ensuring LevitZacks helps its clients fulfill obligations of compliance. Known for her reliability and dedication, she greatly enjoys training the staff at LevitZacks. Stephanie earned a Bachelor of Science in Business Administration, with a major in Accounting, from… Read More

As an Audit Manager, most of Nicholas’s audit experience is with non-profit and governmental organizations. Assisting clients transition through multiple Accounting Standard Updates (ASUs) and helping explain the reasoning behind it is where he helps clients the most. Nicholas is often complimented on his thorough communication skills and sense of curiosity. Prior to joining LevitZacks,… Read More

Hannah has been working in public accounting for two years; her other positions include being a stay-at-home mom, and an executive assistant for a small e-factory company.  As a Senior Audit Associate, Hannah is always open to new learning experiences in the workplace, and helps clients in any way they need, whether it involves conducting… Read More

As Senior Audit Associate, Thien is known for his efficiency and diligence in all client assignments he’s engaged in. Thien has been a part of the LevitZacks team since 2017. Thien has a Master of Science in Accounting from San Diego State University and hold designations as a Certified Public Accountant and Certified Fraud Examiner…. Read More

As Senior Audit Associate, Kendra is responsible for performing audits, reviews and compilations of privately held companies and 401(k) retirement plans. She works with companies in various industries, such as real estate, government contracting, service-based and retail and enjoys identifying areas where they can improve effectiveness in internal controls. A San Diego native, Kendra has… Read More