Kevin is a valued member of the DeLeon & Stang team and currently serves as an audit supervisor. He specializes in audits for credit unions, non-profit financial statement audits and regulatory compliance examinations. His extensive experience in credit union assurance and consulting includes opinions on ALL, guidance on CECL, agreed-upon procedures and outsourced internal audit services. Kevin is skilled in assessing risk and implementing strong control environments. In addition, he is also charged with firm business development and marketing efforts in the greater Boston area.
Kevin first joined DeLeon & Stang in 2011, bringing with him eight years of experience as a senior auditor in public accounting and two years of experience as a senior financial analyst for Pentagon Federal Credit Union. In 2015, he left the firm to serve as an assistant vice president for State Street Bank & Trust in Boston before returning to DeLeon & Stang in 2017.
Regardless of client size or audit fee, Kevin treats each client as if they are his only one. He is consistently professional and always looking for ways to help his clients improve the efficiency of their operations and strengthen their control environment. He once helped a non-profit implement adequate controls over Federal expenditures to ensure regulatory compliance. He also illustrated to a client how to effectively document the execution of key controls. Kevin learned at an early age that hard work in life does not guarantee success, but that without it you will never truly succeed. Throughout his childhood he developed a fondness for math, which helped him to realize that he wanted to work with numbers in his career. A health scare when he was 17 taught him greater perspective on life and deeper focus on the future.
Kevin spent his young childhood on Long Island before moving to Orlando, Florida, where he attended middle school and high school. He currently resides in Cohasset, Massachusetts with his wife, Kristin, and their two children, Aiden and Emma. In his free time, he enjoys studying Revolutionary War history, hiking, following college football, playing tennis, reading, and acting like a kid with his three-year-old son.
- Certified Public Accountant (CPA) – Virginia
- Certified Anti-Money Laundering Specialist (CAMS)
- Chartered Global Management Accountant (CGMA)
- American Institute of Certified Public Accountants (AICPA)
- Virginia Society of CPAs (VSCPA)
- Maryland Association of Certified Public Accountants (MACPA)
- University of Miami
- Bachelor of Science (1997)
- General Honors
- Indiana University of Pennsylvania
- Master of Science (1999)
- Master Thesis Defense
Kevin has developed valuable, in-depth experience from both working for financial institutions and providing services to them as an outside CPA.
- Nonprofit financial statement audits
- Uniform Guidance federal expenditure audits
- Risk assessment
- COSO framework control environment implementation
- BSA/OFAC and ACH compliance examinations
- CECL guidance
- Agreed-upon procedures
- Outsourced internal audit services
- HUD audits