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Accounting Sales

Location:
United States
Posted:
November 20, 2012

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Resume:

Kevin D. Schalk, CPA

Partner

4-14-777-****

*****.******@**********.***

Kevin Schalk, Partner, has been with Baker Tilly Virchow Krause, LLP

since 2006. Kevin has been serving financial institutions since 2000 with

significant emphasis on banking operations. Prior to joining Baker Tilly,

Kevin served financial institutions clients for several national accounting

firms.

Specific experience

Oversees cross-functional audit engagements for numerous financial

institution clients ranging in size from $100 million to $15 billion in assets.

Oversees numerous agreed upon procedures engagements specializing

in compliance with regulatory standards including, but not limited to,

Bank Secrecy Act, Anti-Money Laundering and compliance with the

Office of Foreign Assets Control Act.

Acts as a liaison between clients and their regulators as necessary to

ensure a comprehensive understanding of the state of the institution by

all interested parties.

Specializes in mortgage banking industry related issues including, but

not limited to, mortgage servicing rights, loan sales and securitizations,

loan servicing and compliance reporting.

Works with public and non-public financial service organizations to

implement control and compliance frameworks including Section 404 of

the Sarbanes-Oxley Act of 2002.

Experienced in SEC accounting matters and filings including initial public

offerings and subsequent stock offerings.

Experienced in accounting and advisory services associated with public

and private asset-backed securitizations.

Frequent presenter to numerous organizations on various accounting

and auditing topics.

Industry involvement

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Financial Managers Society - Wisconsin Chapter

Resume

Education

Carroll College

Bachelor of Arts in Accounting and Business Administration



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