Rich has more than twenty-five years of public accounting experience with SLD and previously as an audit partner with a large international accounting firm. He also spent six years as a CFO of two closely-held, venture-backed technology companies. Rich is a key leader in SLD’s assurance group and heads the Employee Benefit Plan practice.
Rich manages the technical training of staff at SLD and develops quality assurance procedures to ensure clients are well-served. He enjoys assisting his clients with issues they face on a wide range of topics, ranging from financial reporting and transactions to 401(k) plans. Combining his audit expertise with his background in private industry, he provides financial and business consulting services to clients in a variety of industries that include distribution, technology and manufacturing.
As the CFO of two rapid growth pre-public software companies, Rich had direct experience with closing equity financings, negotiating license agreements, establishing compensation and benefit plans, and implementing planning and forecasting processes. During his time as an audit partner with PricewaterhouseCoopers (formerly Coopers & Lybrand), Rich assisted both small, closely-held companies and large public companies with their employee benefit plans and other assurance work.
Rich is a Certified Public Accountant. He obtained a Bachelor of Arts in Business Administration, Accounting, from California State University, Hayward, and is a member of the American Institute of CPAs, as well as the California State Society of CPAs.
Rich enjoys staying in touch with his four children, reading, skiing, and other forms of physical activity.