James has spent over 30 years working for large and small businesses, and began his career in public accounting.
Extensively experienced and goal-oriented, James is responsible for partnering with clients to ensure risk management needs of management teams and regulators are efficiently and effectively met.
Leveraging his strong internal control and process improvement background, James has management oversight responsibilities for B&V's Financial Institution Internal Audit group and agreed-upon procedures trust company engagements.
James also leads the firm's SSAE 18 engagements for remittance processors, software companies, retirement services, and payroll processors.
He has expertise in risk management, operational controls, regulatory compliance, trade finance, capital markets, derivatives, foreign exchange, information technology, Service Organization Control reporting, and Sarbanes-Oxley (SOX).
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Texas Society of Certified Public Accountants (TXCPA)
Certified Public Accountant – Texas
- Texas A&M University
- B.B.A. in Accounting