Daniel Lee

Daniel has practiced public accounting since 2001. He has extensive audit experience serving both public and private companies within the financial services industry. He has served a variety of financial institutions, including commercial banks, mortgage banks, mortgage lending companies, and broker-dealers.

Daniel has significant experience in dealing with complex accounting and SEC reporting issues through performing integrated audits in accordance with Sarbanes-Oxley and PCAOB guidelines. In addition, he has dealt with complex issues such as business combinations, allowance for loan loss validation, FDIC loss-sharing agreements, mergers and acquisitions, and share-based compensation.