TAX & ACCOUNTING
Brian joined the company in 1984 as a product accountant, and has since held roles as director of client development, VP of the corporate services market, and General Manager for RIA Compliance. He served most recently as President of Workflow & Service Solutions within our Tax & Accounting business. He is a CPA and an attorney, and is a member of the State Bar of Texas, the American Bar Association, the Texas Society of CPAs, and the American Institute of Certified Public Accountants (AICPA). He received a JD from Hamline University School of Law, a BA in accounting and business administration from Carthage College and an MBA from Southern Methodist University.