Professionals on the Move – September 22, 2022
Professionals in Motion is an overview of recent recruitment and promotion announcements in and around the accountancy profession.
Brian Becker succeeds Joe Adams as managing partner and CEO of RSM US LLP
RSM US LLP (“RSM”) – the nation’s leading provider of middle-market-focused audit, tax and advisory services – is pleased to announce that Brian Becker has succeeded Joe Adams as Managing Partner and CEO in a previously announced planned transition in November 2021. Adams will continue with the firm in a role focused on global strategy.
Previously, Becker served as RSM’s Consulting Line Leader, Technology Consulting Leader, and Central Region Consulting Leader, and he served on the Board of Directors of RSM US LLP from 2011 to 2015. He started his career at RSM as an auditor before moving into consulting to build the company’s suite of technology infrastructure services. Becker is a CPA and received a BS in accounting from the University of Northern Iowa. He is also a graduate of the RSM Executive Strategy Program at the University of Chicago Booth School of Business.
Nathan Wechsler announces new promotion
Regional accounting firm Nathan Wechsler & Company, PA is pleased to announce that Duncan Rae has been promoted to Senior.
Rae joined the firm’s team in 2020 as a partner and has spent his entire professional career at Nathan Wechsler & Company. He works with a variety of clients and specializes in personal and corporate taxation.
Rae graduated summa cum laude from Southern New Hampshire University, where he earned a Bachelor of Science in Business Administration with a minor in Accounting in 2019. He went on to earn a Masters in Professional Accounting in 2020.
Michael Joy Named Partner in Charge of EisnerAmper’s Long Island Practice
Global business advisory firm Eisner Advisory Group has announced that Michael T. Joy was named partner in charge of the firm’s Long Island practice, based in Melville, New York.
Michael is an Audit Partner who specializes in providing audit, review and compilation services for private companies in a variety of industries. He will be responsible for day-to-day operations and the long-term growth strategy of Long Island Officewhich has nearly 150 professionals.
Michael joined EisnerAmper in the 2022 combination with Raich Ende Malter (“REM”) where he was the partner responsible for REM’s real estate practice and a member of its executive committee. He also has experience as a financial manager for a healthcare provider and in several regional accounting firms.
WP Edge adds John Yeager and Natasha Klebba
The WP Edge team is focused on helping seamlessly integrate technology with strategic initiatives by consulting with clients to assess their needs to achieve their end goals.
Yeager has over 20 years of experience focused on consulting, auditing, strategic planning, business development and transformation, and relationship management. He has been a speaker at the Digital CPA Conference, the IT Alliance and through his “Think Business” webcast. He is a member of the American Institute of Certified Public Accountants (AICPA) as well as the Georgia Society of CPAs (GSCPA).
Yeager received his BS from the University of Alabama.
Klebba has over 25 years of systems and accounting experience and focuses on Sage Intacct system architecture and design, global financial reporting, national accounting, tax compliance, auditing and bookkeeping. books. She primarily serves clients in the professional services, consulting, software, family office, nonprofit, and labor industries. Klebba also speaks regularly at Sage Intacct conferences.
Klebba is a Certified Public Accountant (CPA) and received his BA from California State University at Fullerton.
Energy Industry Expert Tanya Bodell Joins StoneTurn as a Partner
Tanya brings over 25 years of experience in the energy sector and is the go-to expert to support energy clients in key decisions on business strategy, investment opportunities, valuation of companies, mergers and acquisitions, restructuring, policy and regulatory design, climate action plans. to achieve Net Zero and energy market analysis.
Tanya works with a wide range of customer issues, including traditional energy utilities and power generation companies, renewables, and new entrants with emerging technologies. She combines her business experience with her quantitative knowledge of economics, finance and statistics to inform executives, investors, regulators, judges and lawyers in North America and abroad.
Prior to joining StoneTurn, Tanya founded Energyzt, a collaborative organization of energy experts whose goal is to help clients take advantage of integrated energy markets and new business opportunities. She recently completed a two-year term as President of the Northeast Energy and Commerce Association. Tanya regularly provides information on industry topics as a speaker and has been a regular columnist for Pennwell Publications. Electric light and power and Wiley Publications’ Natural gas and electricity.
Independence Point Advisors Announces Three Senior Executive Hires
Independence Point Advisors, the first women-owned investment bank and advisory firm on Wall Street, recently announced the hiring of three senior executives, expanding the firm’s expertise in consumer, energy transition and fintech.
New recruits include:
- Dean Keller joins Independence Point Advisors as a partner, where he will lead the firm’s energy industry and energy transition efforts. During his more than 25 years in the energy industry, Keller has advised a wide range of companies on transactions exceeding $200 billion in total value.
- Randi Abada joins Independence Point Advisors as Managing Director, leading the Consumer Coverage and Investor Relations Advisory Group. She is a seasoned finance professional with over 25 years of experience as a sell-side and buy-side investor, as well as leadership roles in leading consumer companies.
- Mariquit Corcoran joins Independence Point Advisors as Managing Director, leading the Fintech Advisory and Venture Capital Coverage group. Prior to Independence Point Advisors, Corcoran was Managing Director and Chief Innovation Officer at Barclays. She launched the Female Innovators Lab by Barclays and Anthemis, a venture capital fund and studio aimed at helping female entrepreneurs launch new businesses in the US, UK and Europe.