Prior to joining Kroll, Jon was a director in the Valuation Risk and Control group at Credit Suisse. In this capacity, supervised teams in independent price verification reviews and established valuation governance for Asset Management, Global Credit Products, Corporate Bank and Equities businesses.
Jon’s responsibilities also included conducting monthly valuation review meetings with senior management in order to substantiate fair values; challenging the Front Office on valuation differences and working to resolve discrepancies; leading reviews of valuations performed by outsourced third-party appraisers; and liaising with internal/external auditors, regulators and operations risk teams on policy and valuation issues.
Prior to Credit Suisse, Jon was a manager in the valuation practices of PricewaterhouseCoopers where he performed valuations for an array of purposes, including transactions, financial reporting and tax across many industries. Before that, he worked on the Business Assurance team with Coopers & Lybrand, where he performed audit work for financial services clients.
Jon received a B.A. in Economics and Psychology from Dartmouth College and an M.B.A. in Finance from Columbia Business School.