“SDDCO has worked with clients in Miami and the surrounding areas for many years, so it’s a natural extension of our business to have a physical presence in one of the most dynamic markets in the U.S,” said David Portnoff, SDDCO partner.
New York, NY (PRWEB) September 09, 2015
To better meet the needs of its expanding client base of financial services firms in South Florida, The SDDCO Group (http://www.sddco.com) —a longstanding accounting and regulatory compliance firm—welcomes Tim Chalus, CPA, as Managing Director of its new locale on Brickell Avenue in Miami.
About the Managing Director
Tim Chalus, CPA, Managing Director of S.D. Daniels & Co. P.C., Miami, joined the firm to spearhead The SDDCO Group’s South Florida operation and to provide regional broker-dealers and investment advisers with onsite professional services in the areas of accounting, regulatory compliance, and FinOp reporting. He brings over fifteen years of financial industry experience and honed leadership skills to his new role.
Formerly, Mr. Chalus acted as Co-CEO and CFO-FinOp for Brevan Howard’s U.S. broker-dealer and Head of Finance for their U.S. investment adviser. Earlier on, he served as Senior Finance Manager and Sarbanes Oxley Implementation Manager at RR Donnelley, and he began his career at the CPA firm, McGladrey & Pullen.
A certified public accountant, Mr. Chalus also holds multiple FINRA licenses: Financial and Operations Principal (Series 27), General Securities Principal (Series 24), and General Securities Representative (Series 7). He earned his Bachelor of Science in Financial Accounting at Illinois State University.
About the Fit
“SDDCO has worked with clients in Miami and the surrounding areas for many years, so it’s a natural extension of our business to have a physical presence in one of the most dynamic markets in the U.S,” said David Portnoff, SDDCO partner. “Tim Chalus, our Miami Managing Director, has the talent and credentials to fortify our ties with this great city, deepen client relationships, and also cultivate new ones in southern Florida and with Latin America.”
About The SDDCO Group
Formed in1952, The SDDCO Group of CPAs & consultants delivers outsourced professional support to the financial services and technology sectors. SDDCO provides onsite and remote support to startups, investment advisers, private funds, asset management firms, and broker-dealers, including the U.S. entities of Central and South American banks. Services include new entity registrations and memberships, accounting and bookkeeping, regulatory and tax compliance, AML independent testing, as well as brokerage hosting and branch supervision. The SDDCO Group also fulfills designated FinOp, CCO, and CFO roles.
SDDCO Locations: Miami, New York, Boston
The SDDCO Group
475 Brickell Avenue, Suite 3007
Miami. FL 33131
T (773) 919-7903
NEW YORK (HQ)
The SDDCO Group
485 Madison Avenue, Floor 15
New York, NY 10022
T (212) 751-4422
The SDDCO Group
30 Congress Street, Suite 6
Boston, MA 02109
T (617) 523-0376