New York-based accounting practice SUM Innovation is thrilled to announce the expansion of its outsourced accounting department to include broker/dealer services for its clients.
“We are incredibly excited to expand the services of our accounting department,” said Mathew Heggem, CEO of SUM Innovation. “We believe this is a great opportunity to assist our clients and help them succeed in new areas.”
To spearhead this expansion, SUM Innovation is adding CPA Michael Davison to the team. His 15 years of experience as a FINOP and compliance officer in the broker/dealer industry will prove invaluable. Specifically, Davison has extensive experience in accounting and financial management and has worked for numerous NASD- and NYSE-regulated firms of various sizes (after regulatory consolidation, now called FINRA). The updated department will expand the services available to SUM Innovation’s clients and give small and mid-sized broker/dealer firms a marketplace advantage.
Read the full release here.