Jason is a US CPA certified in the state of New York and a Certified Information Technology Professional (CITP). Jason has been with RSM since 2004 and was a member of RSM US global expat team prior to joining RSM Hong Kong.
Jason spearheaded the first Asia-Pacific region expat program and subsequently established the Technology and Management Consulting division in Hong Kong, which focuses on providing high-quality IT solutions to corporate customers, including ERP/CRM implementation, cloud strategy, cybersecurity, infrastructure, IT audit and computer forensic etc.
Jason is also the partner-in-charge for RSM Hong Kong's internal IT department, responsible for the overall IT strategy, infrastructure, support, security, and data privacy matters for the Hong Kong firm, and internal system upgrades that have direct impact in providing high quality services to RSM clients.
Jason brings over 15 years of professional experience with a focus in financial services industry. Prior to his expat assignment, Jason was based in RSM New York office providing audit and consulting to financial services companies. Jason also has extensive experience in Sarbanes-Oxley and IT-related control testing, including information security over electronic transfer of customer funds, and customer balances held by clearing brokers and forex dealer members. During his time with RSM US, Jason assisted several multinational companies with US IPO and S-1 registration processes.
- Certified Public Accountant (US)
- Certified Information Technology Professional (CITP)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, AICPA – Information Technology and Management Assurance (ITMA)
- Executive Master of Science, New York University
- Member, Practice Management Committee, Hong Kong Institute of Certified Public Accountants (HKICPA)
- Member, American Chamber of Commerce , Hong Kong Chapter (AMCHAM)
- Founding Board Member, Association for Corporate Growth , Hong Kong Chapter (ACG)
- Technology and Management Consulting
- IT Audit and Assurance Services
- Head of Financial Services
International Advisor - China Region (RSM Executive Office)