Jamie is the Industry Leader for the Firm’s Financial Services Segment. In this role she is responsible for the growth, expansion, profitability and determining where a Financial Services client is served best within the Firm. Jamie is well versed on technical matters and business objectives related to Financial Service clients. She works to identify new service line opportunities and act as the firm leader for everything related to the Financial Service Industry.
With more than 20 years of experience serving the Financial Services industry, Jamie’s areas of expertise include: management consulting services including but not limited to technical accounting, risk management and process improvement for both public (including SEC registrants) and non-public companies; assurance services including GAAS and PCAOB financial statement audits, audits of internal control over financial reporting; commercial loan review services; mergers and acquisitions; as well as other areas. She primarily serves public and non-public financial institutions.
Jamie enjoys spending time with her husband and two step-sons, whether it be boating on the St. Lawrence River or snowmobiling in Old Forge. As an avid member of her community, Jamie currently serves as Board Treasurer for the Friends of the Rosamond Gifford Zoo. She previously served as Board Member, COAP Committee Chairperson and Banking Committee Member for the NYSSPCA, and as Membership Secretary of The Vanderbilt Snowmobile Club.