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Experience 
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William G. Koch & Associates, Wyomissing, PA
(September 1996)
Responsibilities include accounting, auditing, and tax compliance for corporate, not-for-profit, partnership, and individual clients; tax research and correspondence; estate and
personal financial planning. Computer expertise and
securities industry experience.
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Meridian Bancorp Inc., Reading, PA
Assistant Vice President Controller's Group, Securities Division (1992 to 1996)
Financial Officer Corporate Tax Department (1988 to 1992)
Assistant Financial Officer Accounting Policy & Operations (1986 to 1988)
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Arthur Andersen & Co., Columbus, Ohio
Staff Accountant Audit Division (1985 to 1986)
Education
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Pennsylvania State University
- Graduated in 1985
- B.S. in Accounting and Agricultural Business Management
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Certified Public Accountant, 1990
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Series 7 License, 1993 - License issued by the NASD to sell and broker securities
Professional Memberships
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American Institute of Certified Public Accountants (AICPA)
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Pennsylvania Institute of Certified Public Accountants (PICPA)
Committee Service
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Reading Chapter of the PICPA - Tax Conference Committee - member
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Reading Chapter of the PICPA - Lifestyles & Family Issues Committee - Past Chair
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Girl Scouts of America, Troop Leader
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