- Locations:Western Region
- Service Lines:Custody Examination, SOC 1, Consulting & AUP, SOC 2, ISAE 3402
- Phone:(541) 864-1647
Certified Public Accountant (CPA)
Oregon Society of Certified Public Accountants (OSCPA)
American Institute of CPA’s (AICPA)
Southern Oregon University - Master of Business Administration
Southern Oregon University - Bachelor of Science in Business Administration/Public Accounting
Certificates in Applied Finance and Economics and Accounting Information Systems
As a partner, Carrie is responsible for the oversight and development of the firm's surprise custody examination service line. Carrie also participates in various attestation services such as agreed upon procedures, QPAM exemption audits, and SOC 1 examinations. She works closely with Ashland Partners’ team of professionals to ensure the firm’s clients receive exceptional service. By providing these services with a focus on advisors in the investment industry, Ashland Partners has developed a unique perspective of the operational challenges and best practices of firms ranging in size from under $1 billion to over $350 billion in assets under management.
Since joining the firm in 2005, Carrie has worked with over 200 different investment managers overseeing GIPS® verification and performance related projects, both domestically and internationally, before directing her focus to custody examinations, compliance, and operational control work.