Bill is a partner in KPMG’s Columbus office and a part of the Insurance practice. He has more than 17 years of experience serving life insurance and property/casualty organizations, from public companies to mutual insurance companies, as well real estate and banking organizations.
Bill serves as a partner on multi-national financial service organizations ranging in size from $1 billion to $150 billion in assets. In that role, he owns the firm’s relationship with client management, the Board of Directors and Audit Committee. Further, he oversees audit areas related to management’s most significant financial statement estimates, including: investments, derivatives, loss and policy reserves, income taxes, and goodwill.
Bill specializes in property & casualty insurance, life insurance and investment securities, including various types of complex structured securities, alternative investments, and real estate investments. Technical Skills
Proficient with U.S. GAAP and statutory financial statements, off-shore reinsurance entities and various types of accounting issues related to investments and insurance products; periodic filings with the SEC, including 10-K and 10-Q filings, separate account product filings and other regulatory filings.