Pat brings extensive experience to all phases of audit engagements of commercial entities and not-for-profit organizations. His experience includes tax and management advisory services, and a concentration in business valuations, mergers and acquisitions. He works closely with clients in a number of industries consisting of professional practices, retailers, manufacturers, wholesalers, and individuals. He obtained a Certificate of Educational Achievement in Business Valuations from the American Institute of Certified Public Accountants. As Managing Shareholder, he is responsible for guiding the firms’ strategic plan to continue growth and client satisfaction. Pat oversees the firm’s administrative functions and works with the team in the day to day operations.
- Bachelor of Business Administration, The College of Saint Rose
- Ellis Hospital Foundation, Board Member, Treasurer
Just for fun
- Pat was born in Italy and grew up in Albany. His greatest passions in life are family and friends, and Italian history.
- As a former basketball and baseball collegiate athlete, Pat enjoys sports and is a member of the Edison Golf Club.