Shelly has over 20 years’ experience in the financial services industry, having gained her foundation initially as a bank examiner with the State of California. From there, she transitioned into auditing with the internal audit practice of KPMG, further developing her expertise with banks and credit unions.
While at KPMG, Shelly also completed the financial statement auditing requirements to earn her CPA license. Shelly was then hired by Countrywide (later acquired by Bank of America) as a senior internal auditor, enabling her to expand her knowledge in the mortgage banking industry, specifically focusing on loan servicing.
She then did a stint as a Sarbanes-Oxley independent consultant prior to returning to Bank of America in a senior business control specialist role that led and coordinated issue resolution efforts for multiple lines of business. In all of these roles, she has led teams throughout complex engagements, including report writing and presenting findings to client management.
Shelly’s experience has focused on enhancing her technical and regulatory expertise, providing issue resolutions and process enhancements, and building strong client relationships at each step in her journey.