Louie Koutros is a Certified Public Accountant and Audit Director at RBSM LLP, bringing over 14 years of experience in public accounting. He specializes in audits of both public and private companies across a range of industries, including software-as-a-service, financial services, cannabis, real estate, healthcare and manufacturing. His expertise includes U.S. GAAP, PCAOB auditing standards, and SEC reporting requirements.

A 2010 graduate of Brooklyn College with a Bachelor of Science in Accounting, Louie has built a strong reputation for technical excellence, leadership, and commitment to quality. At RBSM LLP, he leads audit engagements, mentors staff, and ensures compliance with evolving professional standards and regulatory requirements.

As a CPA, he is committed to upholding the highest levels of integrity, professionalism, and client service, consistently delivering value-added insights to clients navigating complex financial and reporting environments.

Phone: 917.229.4644
Email: mvasileska@rbsmllp.com

Milena has approximately 10 years of experience in public accounting providing a broad range of audit and management consulting services. As an audit manager, Milena’s services are primarily concentrated on audit and other assurance related engagements rendered to public entities registered with the Securities Exchange Commission (“SEC”) as well as private equity companies.

Milena has worked with clients in a wide variety of industries including telecommunications, technology, real estate, oil and gas, manufacturing, construction, wholesale/retail, service organizations, medical industry, non-profit organizations, as well as various others.

Milena earned her Bachelors of Business Administration from Hofstra University.

Phone: 917.229.4646
Fax: 917.229.4623
Email: kkaradoukas@rbsmllp.com

Kostas is an Audit Manager in RBSM’s Athens office. Prior to joining the firm, he served as the Chief Accounting Officer of several international publicly traded shipping companies. In this capacity, he supervised the accounting and financial reporting functions of these companies and reported directly to the Chief Financial Officers. With over ten years of experience, Kostas has gained an intimate knowledge of the international shipping industry.

Prior to joining the shipping industry, Kostas was in public accounting, employed by two of the “Big Four” accounting firms based in Italy and Greece. In public accounting, Kostas was a senior auditor and worked with companies in various industries including manufacturing and distribution.

Kostas holds a Masters Degree in Banking and Finance from the University of Bangor in Wales and a Bachelors Degree in Economics from the University of Athens.

Kostas is fluent in English, Italian and Greek.

Phone:  212.838.8254
Fax:  917.229.4619
Email:  msakatis@rbsmllp.com

Marina has approximately 15 years of experience in public accounting providing a broad range of audit and management consulting services. As an audit manager, Marina’s services are primarily concentrated on audit and other assurance related engagements rendered to public entities registered with the Securities Exchange Commission (“SEC”) as well as closely held companies. Prior to current position, Marina spent her public accounting career years at a “Big Four” accounting firm and a small to mid-sized Long Island-based and European accounting firms.

Marina has worked with clients in a wide variety of industries including technology, distribution, retailers, telecommunications, mobile media, shipping industry, service organizations, energy related products and services, and others. In addition, Marina has assisted numerous clients in becoming publicly traded, complex accounting issues related to capital financing transactions, stock compensation, complex equity transactions, revenue recognition and others.

Recent Services Rendered:

• Assurance services rendered on reverse mergers and acquisitions
• Quarterly SAS No. 100 review services performed on public entities registered with the SEC.

Education and Professional Memberships:

• Bachelor of Business Administration in Accounting – Queens College – City University of NY

Phone: 917.229.4650

Efax:  917.229.4698

Email: msiu@rbsmllp.com

Mei is a Senior Partner at RBSM LLP (the “Firm”), an Executive Committee Member of the Firm, and Head of the Firm’s Asia Practice.  She brings over 25 years of experience in public accounting, providing a broad range of audit, accounting, and management consulting services to both domestic and international companies.  Mei’s practice primarily focuses on audit and other assurance engagements for public companies registered with the U. S. Securities Exchange Commission (“SEC”), as well as privately held companies.  Prior to joining the Firm, Mei spent her public accounting career years at Ernst & Young LLP, a Big Four accounting firm, and other well-respected mid-sized to large regional accounting firms based in New York City.

Mei’s expertise spans a diverse range of industries, including:

• Manufacturing: technology, life sciences, biotech, aerospace components, automotive and equipment, textile dyeing and finishing equipment, customized metal profile products, telecommunications, microelectronics, semiconductors, and more
• Retailers: branded retailers, internet grocery platforms, supermarket chains
• Services: advertising, consulting, staffing, communications, IT payment solutions, e-commerce platforms, and various management services
• Conglomerates: golf courses, hotels and restaurants, real estate, shopping malls
• Other sectors: blockchain and cryptocurrency mining, web-based and platform providers, online services and products, franchise businesses, energy-related products and services, broadband services, mortgage lending, real estate development, real estate investment trust (“REIT”), among others

Mei has assisted numerous clients in going public and navigating complex SEC regulatory requirements.  Her areas of expertise include traditional IPOs, reverse mergers, capital financing transactions (public and private offerings), stock-based compensation, complex equity and debt transactions, revenue recognition, mergers and acquisitions, valuations, SEC registration statements, periodic SEC filings, and other SEC-related matters.

Mei has frequently invited as a guest speaker at numerous conferences, presenting on audit quality and the challenges of auditing Chinese companies listed on the U.S. stock exchanges. She is a licensed Certified Public Accountant in the State of New York.

Education and Professional Memberships:

• Bachelor of Business Administration in Accounting, Baruch College – City University of NY
• Member of New York State Society of Certified Public Accountants (NYSSCPA)
• Member of American Institute of Certified Public Accountants (AICPA)

Lisa Han is an audit manager at RBSM LLP, in the Beijing, China office.
Lisa has more than 15 years of experience in public accounting providing a broad range of audit and management consulting services based in China. She has worked with companies in a wide variety of industries including Cryptocurrencies, Manufacturing, Biotechnology, Agriculture, Shipping, Technology, Construction, Pharmaceutical, Mining and Energy. Lisa’s services are primarily concentrated on audit and other assurance related engagements rendered to public entities registered with the Securities Exchange Commission (SEC) as well as private equity portfolio companies. Lisa received her Bachelor’s Degree in Finance from Henan University of technology. Lisa is a licensed Certified Public Accountant in the State of Delaware.

Phone:  917-229-4636
Email:  jtam@rbsmllp.com

Judy has over 15 years of experience in public accounting providing audits, reviews and compilations of financial statements for public traded and privately held companies. Her clients were mainly in the real estate, manufacturing, publishing and financial services industries.

Prior to joining RBSM, Judy served in one of the largest public accounting firm in the nation. She has earned a Bachelor of Business Administration in Accounting from Baruch College.

Phone:  917.229.4653

Email:  zyxu@rbsmllp.com

Zeyi Xu, has over 15 years of experience in public accounting and financial leadership across in the U.S. and international markets. She has successfully led complex audits for both public and private companies, including large accelerated filers and IPO entities. Her industry experience spans manufacturing and distribution, retail, consumer goods, life sciences, technology, fintech, and professional services. She brings deep technical expertise includes SEC reporting, PCAOB standards, U.S. GAAP, and IFRS.

Ms. Xu is recognized for her strong leadership, commitment to audit quality, and ability to mentor high-performing teams. She has worked closely with audit committees, firm quality groups, and regulatory bodies to drive excellence and ensure compliance. Known for her professionalism and dedication, she consistently delivers efficient, high-quality services tailored to meet the evolving financial and regulatory needs for her clients.

Education and Professional Memberships:

Master in Finance, University of Strathclyde 

Bachelor of Business Administration in Accounting, University of International Business and Economics

Member of New York State Society of Certified Public Accountants (NYSSCPA)

Member of Maine Society of Certified Public Accountants (MECPA)

Member of the American Institute of Certified Public Accountants (AICPA)

Phone: 561-405-9440

John is a Client Service Tax Partner in Boca Raton, Florida managing and monitoring tax compliance

and providing tax research tax planning and consultation to high net worth individuals and closely held companies.

John’s areas of expertise include the Taxation of Partnerships, S Corporations and LLC’s: multistate and international Taxation: Executive Compensation issues; Startup Companies: and Estate Planning.

He has been a guest speaker on many tax topics.

John is a graduate of both The University of South Florida, (Marketing ) and Florida Atlantic University, (Accounting). He is a member of the Florida Institute of Certified Public Accountants and the American Institute of Public Accountants.

Joseph D’Arelli, CPA is a director in RBSM’s accounting, and audit practice with more than 25 years of experience serving the accounting, and audit needs of publicly traded and privately-held enterprises. Joe’s experience includes audit, and financial reporting, including managerial positions primarily in CFO and controllership roles. Joe also provides outsourced CFO and accounting services to various privately-held and publicly traded entities; performs audit preparation, due diligence and business advisory services to numerous companies. Joe has experience in a variety of industries.

• He is a licensed CPA in the State of Florida and New York and is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
• Joe received his Bachelor’s Degree in Accounting from Saint John’s University in New York City.

Phone: 212.838.2643
Efax: 917.229.4621
Email: mtzagarakis@rbsmllp.com

Manny is a Client Service Audit Partner with over 25 years of experience in auditing public and private companies. He has worked with companies in a wide variety of industries including
Brokerage and Clearing, Financial Services and Hedge Funds, Shipping, Technology, Construction, Mining and Energy. He has substantial experience and expertise in SEC financial reporting and disclosure Rules and Regulations. His expertise also includes initial public offerings (IPOs), SPACS, private placements, mergers and acquisitions, reorganizations, and
various other equity and non-equity financial transactions. Manny also performs technical and engagement quality reviews and is involved in the quality control function of the Firm.
As an integral member of the Firm’s Executive Committee he shares his knowledge and provides guidance internally for the Firm’s operations, strategic planning, practice development
and client service.

Phone 561.405.9440
Larry is a Client Services Tax Director in Boca Raton, Florida managing and monitoring tax
services.

Larry’s area of expertise includes pass thru entities as well as individual taxation. He also has
an extensive background in the non-profit arena having formed and been responsible for
compliance in the public charity and private foundation space.

Larry is a graduate of the Rochester Institute of Technology, a member of the American
Institute of Certified Public Accountants and Florida Institute of Certified Public
Accountants and licensed in both Florida and New York State.

Accounting and audit executive with over twenty years of progressive experience in assurance and advisory roles in client-service, entrepreneurial, corporate, and global environments. Assist U.S. and foreign based companies in their journey to list on U.S. public markets, debt offerings, and other transactions. Significant experience in SEC reporting, initial public offerings, revenue recognition, lease accounting, internal audit, risk assessment, and regulatory compliance serving both private and publicly held enterprises, in industries including biotechnology, pharmaceuticals, oil & gas, construction, manufacturing, software, telecommunications, real estate, broker-dealers and other service industries.

Tom currently serves as an Assurance Partner with RBSM, LLP. Tom’s office is in Austin, Texas

Tom was the Managing partner of a CPA firm during growth of firm from 5 professionals to over 100. Tom has been performing financial statement audits and Mergers and acquisition consulting for 30+ years. Other private sector employment provided experience in business management, strategic planning, culture, and growing a business profitably. Tom will bring these experiences to every engagement.
Tom has experience in working with companies operating internationally and has traveled extensively. Tom was a previously a board member for an international accounting network based in London.
Tom’s primary focus area is performing financial audits of small to mid-size companies. His prior experience includes 4 years as a financial officer for Applied Materials (Nasdaq; AMAT), Empire
Funding Corp. (consumer finance) and Aegis Mortgage (Mortgage Lending). Prior to that he worked for KPMG (accounting firm) in Austin, Texas for 11 years and E&Y in Houston, Texas for 3 years. I received a BBA in Accounting from the University of Texas at Austin in December 1982.
Specialties: Financial audits of technology companies, life sciences companies, financial services companies, and middle market companies. Experienced with SEC filers as well as private equity backed companies.  Strong understanding of financial assets and liabilities including valuations.
Excellent experience in performing due diligence and mergers and acquisition support and consulting. Performed expert testimony and provided litigation support services. Significant
experience in International operations.
Board member: First Tee of Greater Austin.

Chris Whetman, CPA, is a Partner in RBSM’s audit and assurance practice (joined RBSM in 2024). He is a seasoned accounting and audit professional with close to 30 years of experience working with a broad range of industries, including gaming, hospitality, nonprofit organizations, real estate, manufacturing, construction contractors, retail and public utilities. He has held various high-level management positions
in accounting and financial reporting departments, including the position of Chief Accounting Officer for a public company. Prior to current position, Chris spent over 10 years in the Big-4 environment and close to 10 years with a large regional firm.
When you work with Chris, you will experience someone who brings enthusiasm and energy to your organization, and applies his knowledge and expertise to develop ideas and solutions to improve your business.
Chris devotes much of his free time to serving his community with his talents. In addition to volunteer work at his local church, he has served on a number of boards of directors for local nonprofit charitable organizations and leadership roles in several business associations. Chris enjoys outdoor activities and
spending time with his family.
Education and Professional Memberships:
 Bachelor of Science Accounting – Southern Utah University
 Master of Accountancy – Southern Utah University
 Nevada Society of Certified Public Accountants

Marlene Hutcheson is a partner at RBSM LLP in the Las Vegas, Nevada office. She is a seasoned professional with over 20 years of experience in the public and private sectors.  She is licensed
in Nevada and California.  Her experience in public accounting is primarily concentrated on audit and assurance engagements for public entities in a variety of industries. 
Education and Professional Memberships:

 Bachelor degree from Arizona State University
 Master’s degree from University of Phoenix
 Member of the American Institute of Certified Public Accountants (AICPA)
Member of the Nevada Society of Certified Public Accountants

Phone: 917.229.4692
Fax: 917.229.4675
Email: sberde@rbsmllp.com

S. Sam Berde, CPA, is a partner in RBSM’s accounting and auditing practice with more than 20 years of experience in providing audit and business advisory services to middle market entrepreneurial companies in a variety of industries including biotechnology, technology, computer software, manufacturing and healthcare. Sam’s experience also includes expertise on audits of publicly held companies and participation in equity market transactions, including initial public offerings, PIPEs and mergers. He is also a professional faculty member and instructor at the HAAS School of Business at University of California-Berkeley.

Sam is a graduate of University of California-Santa Barbara and a member of the American Institute of Certified Public Accountants, the California State Society of Certified Public Accountants and the American College of Forensic Examiners.

Phone: 917.229.4610
Efax: 917.229.4657
Email: pstefanou@rbsmllp.com

Peter has thirty  years of experience in serving the audit and accounting  needs of domestic and international  public and privately-held  enterprises. Peter has made presentations at a number of conferences addressing topics affecting enterprises seeking to access the public markets as well as challenges facing current  registrants.
Peter received his MBA from George Washington University and his undergraduate degree in accounting from Georgetown University. Peter is licensed as a certified Public Accountant in
New York, Pennsylvania, California and Virginia and is a member of  the American Institute of Certified Public Accountants (AICPA) and various state societies.
Peter sits on a number of Boards and Committees.

Phone: 917.229.4682
Fax: 212.868.3498
E-fax: 212.504.8019
Email: asharma@rbsmllp.com

Arun joined RBSM LLP in 2004 and has approximately 20+ years of experience in public
accounting providing a broad range of audit and management consulting services. As a director
of audit, Arun’s services are primarily concentrated on audit and other assurance related
engagements rendered to public entities registered with the Securities Exchange Commission
(“SEC”) as well as closely held companies. Prior to current position, Arun worked as executive
internal auditor with a publicly traded company in India/Mumbai and also worked in Indian
public accounting field for 5 years before joining this publicly traded company.
Arun has worked with clients in a wide variety of industries including technology,
manufacturing, distribution, retailers, mobile media, service organizations, energy related
products and services, and others. In addition, Arun has assisted numerous clients in becoming
publicly traded, complex accounting issues related to capital financing transactions, stock
compensation, complex equity transactions, revenue recognition and others.
Education and Professional Memberships:
 Member, Institute of Chartered Accountants of India (ICAI)
 Diploma in Information Systems Audit, ICAI (DISA)
 Master of Commerce, Mumbai University (M.com)
 Bachelor of Commerce, Mumbai University (B.com)

Phone:  917.229.4680
Fax:   212.868.3498
Email: smutha@rbsmllp.com

Sandeep has approximately ten years of experience in public accounting providing a broad range of audit and management consulting services.  In 2004, Sandeep joined RBSM LLP as a principal. Sandeep’s services are primarily concentrated on audit and other assurance related engagements rendered to public entities registered with the Securities Exchange Commission (SEC) as well as private equity portfolio companies.

Education and Professional Memberships:

• Member, Institute of Chartered Accountants of India (ICAI)
• Member, Institute of Cost and Work Accountants of India (ICWA)
• Bachelor of Commerce, Mumbai University (B.com)

Phone:  917.229.4640
Email: rsharma@rbsmllp.com

Rajesh has been working in public accounting in USA for more than 12 years. Prior to joining RBSM as partner in 2002, Rajesh worked with MLZ partners LLP (predecessor to RBSM) as audit manager. Before coming to USA in early 1995, Rajesh worked as executive internal auditor with a publicly traded company in India/Mumbai and also worked in public accounting field for more than 6 years before joining this publicly traded company. Currently, Rajesh works mainly on audit, review and related services provided to smaller public entities registered with the Securities Exchange Commission (SEC).

Education and Professional Memberships:

• Member, New York State Society of Securities Analysts (NYSSA)
• Member, Chartered Financial Analysts (CFA) Institute
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Institute of Chartered Accountants of India (ICAI)
• Bachelor of Commerce, Mumbai University (B.com)

Phone: 917.229.4692
Fax: 917.229.4675
Email: sberde@rbsmllp.com

S. Sam Berde, CPA, is a partner in RBSM’s accounting and auditing practice with more than 20 years of experience in providing audit and business advisory services to middle market entrepreneurial companies in a variety of industries including biotechnology, technology, computer software, manufacturing and healthcare. Sam’s experience also includes expertise on audits of publicly held companies and participation in equity market transactions, including initial public offerings, PIPEs and mergers. He is also a professional faculty member and instructor at the HAAS School of Business at University of California-Berkeley.

Sam is a graduate of University of California-Santa Barbara and a member of the American Institute of Certified Public Accountants, the California State Society of Certified Public Accountants and the American College of Forensic Examiners.

John Van Buiten is a Director in the Audit and Advisory practices at RBSM LLP, where he brings over 15 years of experience in accounting, financial reporting, and executive leadership.

Prior to joining RBSM, John served as Vice President of Accounting, Corporate Controller, and Principal Financial Officer at the Hall of Fame Resort & Entertainment Company (NASDAQ: HOFV), where he led corporate accounting and finance operations from 2021 to 2025.

John also spent over a decade at Financial Consulting Strategies, LLC, where he held the position of Senior Director of Accounting and Financial Reporting. During that time, he served as Chief Financial Officer of Enveric Biosciences, Inc. (NASDAQ: ENVB) through its initial public offering transaction and early growth phase.

John holds a Bachelor of Science in Public Accounting from Calvin University and is a Certified Public Accountant licensed in the state of New Jersey.

Email: cdottavio@rbsmllp.com

Christine has approximately 25 years of experience in public and private accounting providing a broad
range of audit and management consulting services. As an audit manager, Christine’s services are
primarily concentrated on audit and other assurance related engagements rendered to public entities
registered with the Securities Exchange Commission (“SEC”) as well as closely held private companies.
Prior to current position, Christine spent her public accounting career years at a mid-sized accounting
firms, as well as Controller positions at public and privately held companies.
Christine has worked with clients in a wide variety of industries including technology, retail/wholesale,
manufacturing, product services, telecommunications, shipping industry, service organizations and
hospitality, medical industry, non-profit organizations, as well as various others.
Christine earned her Bachelors of Science in Accounting from The College of Staten Island – CUNY

Phone:  917-229-4636
Email:  jtam@rbsmllp.com

Judy has over 15 years of experience in public accounting providing audits, reviews and compilations of financial statements for public traded and privately held companies. Her clients were mainly in the real estate, manufacturing, publishing and financial services industries.

Prior to joining RBSM, Judy served in one of the largest public accounting firm in the nation. She has earned a Bachelor of Business Administration in Accounting from Baruch College.

Louie Koutros is a Certified Public Accountant and Audit Director at RBSM LLP, bringing over 14 years of experience in public accounting. He specializes in audits of both public and private companies across a range of industries, including software-as-a-service, financial services, cannabis, real estate, healthcare and manufacturing. His expertise includes U.S. GAAP, PCAOB auditing standards, and SEC reporting requirements.

A 2010 graduate of Brooklyn College with a Bachelor of Science in Accounting, Louie has built a strong reputation for technical excellence, leadership, and commitment to quality. At RBSM LLP, he leads audit engagements, mentors staff, and ensures compliance with evolving professional standards and regulatory requirements.

As a CPA, he is committed to upholding the highest levels of integrity, professionalism, and client service, consistently delivering value-added insights to clients navigating complex financial and reporting environments.

Phone:  212.838.8254
Fax:  917.229.4619
Email:  msakatis@rbsmllp.com

Marina has approximately 15 years of experience in public accounting providing a broad range of audit and management consulting services. As an audit manager, Marina’s services are primarily concentrated on audit and other assurance related engagements rendered to public entities registered with the Securities Exchange Commission (“SEC”) as well as closely held companies. Prior to current position, Marina spent her public accounting career years at a “Big Four” accounting firm and a small to mid-sized Long Island-based and European accounting firms.

Marina has worked with clients in a wide variety of industries including technology, distribution, retailers, telecommunications, mobile media, shipping industry, service organizations, energy related products and services, and others. In addition, Marina has assisted numerous clients in becoming publicly traded, complex accounting issues related to capital financing transactions, stock compensation, complex equity transactions, revenue recognition and others.

Recent Services Rendered:

• Assurance services rendered on reverse mergers and acquisitions
• Quarterly SAS No. 100 review services performed on public entities registered with the SEC.

Education and Professional Memberships:

• Bachelor of Business Administration in Accounting – Queens College – City University of NY

Phone: 917.229.4650

Efax:  917.229.4698

Email: msiu@rbsmllp.com

Mei is a Senior Partner at RBSM LLP (the “Firm”), an Executive Committee Member of the Firm, and Head of the Firm’s Asia Practice.  She brings over 25 years of experience in public accounting, providing a broad range of audit, accounting, and management consulting services to both domestic and international companies.  Mei’s practice primarily focuses on audit and other assurance engagements for public companies registered with the U. S. Securities Exchange Commission (“SEC”), as well as privately held companies.  Prior to joining the Firm, Mei spent her public accounting career years at Ernst & Young LLP, a Big Four accounting firm, and other well-respected mid-sized to large regional accounting firms based in New York City.

Mei’s expertise spans a diverse range of industries, including:

• Manufacturing: technology, life sciences, biotech, aerospace components, automotive and equipment, textile dyeing and finishing equipment, customized metal profile products, telecommunications, microelectronics, semiconductors, and more
• Retailers: branded retailers, internet grocery platforms, supermarket chains
• Services: advertising, consulting, staffing, communications, IT payment solutions, e-commerce platforms, and various management services
• Conglomerates: golf courses, hotels and restaurants, real estate, shopping malls
• Other sectors: blockchain and cryptocurrency mining, web-based and platform providers, online services and products, franchise businesses, energy-related products and services, broadband services, mortgage lending, real estate development, real estate investment trust (“REIT”), among others

Mei has assisted numerous clients in going public and navigating complex SEC regulatory requirements.  Her areas of expertise include traditional IPOs, reverse mergers, capital financing transactions (public and private offerings), stock-based compensation, complex equity and debt transactions, revenue recognition, mergers and acquisitions, valuations, SEC registration statements, periodic SEC filings, and other SEC-related matters.

Mei has frequently invited as a guest speaker at numerous conferences, presenting on audit quality and the challenges of auditing Chinese companies listed on the U.S. stock exchanges. She is a licensed Certified Public Accountant in the State of New York.

Education and Professional Memberships:

• Bachelor of Business Administration in Accounting, Baruch College – City University of NY
• Member of New York State Society of Certified Public Accountants (NYSSCPA)
• Member of American Institute of Certified Public Accountants (AICPA)

Phone: 917.229.4610
Efax: 917.229.4657
Email: pstefanou@rbsmllp.com

Peter has thirty  years of experience in serving the audit and accounting  needs of domestic and international  public and privately-held  enterprises. Peter has made presentations at a number of conferences addressing topics affecting enterprises seeking to access the public markets as well as challenges facing current  registrants.
Peter received his MBA from George Washington University and his undergraduate degree in accounting from Georgetown University. Peter is licensed as a certified Public Accountant in
New York, Pennsylvania, California and Virginia and is a member of  the American Institute of Certified Public Accountants (AICPA) and various state societies.
Peter sits on a number of Boards and Committees.

Phone:  917.229.4640
Email: rsharma@rbsmllp.com

Rajesh has been working in public accounting in USA for more than 12 years. Prior to joining RBSM as partner in 2002, Rajesh worked with MLZ partners LLP (predecessor to RBSM) as audit manager. Before coming to USA in early 1995, Rajesh worked as executive internal auditor with a publicly traded company in India/Mumbai and also worked in public accounting field for more than 6 years before joining this publicly traded company. Currently, Rajesh works mainly on audit, review and related services provided to smaller public entities registered with the Securities Exchange Commission (SEC).

Education and Professional Memberships:

• Member, New York State Society of Securities Analysts (NYSSA)
• Member, Chartered Financial Analysts (CFA) Institute
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Institute of Chartered Accountants of India (ICAI)
• Bachelor of Commerce, Mumbai University (B.com)

Joseph D’Arelli, CPA is a director in RBSM’s accounting, and audit practice with more than 25 years of experience serving the accounting, and audit needs of publicly traded and privately-held enterprises. Joe’s experience includes audit, and financial reporting, including managerial positions primarily in CFO and controllership roles. Joe also provides outsourced CFO and accounting services to various privately-held and publicly traded entities; performs audit preparation, due diligence and business advisory services to numerous companies. Joe has experience in a variety of industries.

• He is a licensed CPA in the State of Florida and New York and is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
• Joe received his Bachelor’s Degree in Accounting from Saint John’s University in New York City.

Phone:  917.229.4653

Email:  zyxu@rbsmllp.com

Zeyi Xu, has over 15 years of experience in public accounting and financial leadership across in the U.S. and international markets. She has successfully led complex audits for both public and private companies, including large accelerated filers and IPO entities. Her industry experience spans manufacturing and distribution, retail, consumer goods, life sciences, technology, fintech, and professional services. She brings deep technical expertise includes SEC reporting, PCAOB standards, U.S. GAAP, and IFRS.

Ms. Xu is recognized for her strong leadership, commitment to audit quality, and ability to mentor high-performing teams. She has worked closely with audit committees, firm quality groups, and regulatory bodies to drive excellence and ensure compliance. Known for her professionalism and dedication, she consistently delivers efficient, high-quality services tailored to meet the evolving financial and regulatory needs for her clients.

Education and Professional Memberships:

Master in Finance, University of Strathclyde 

Bachelor of Business Administration in Accounting, University of International Business and Economics

Member of New York State Society of Certified Public Accountants (NYSSCPA)

Member of Maine Society of Certified Public Accountants (MECPA)

Member of the American Institute of Certified Public Accountants (AICPA)

Mona is an accomplished certified public accountant in New Jersey and New York with extensive years of
experience in auditing both publicly traded and private companies in the U.S. across various industries
including manufacturing, consumer service, technology, telecommunications, financial services, hospitality,
cannabis and retail with Big 4 and Top 10 National Firms.
Mona is a results-oriented leader and seasoned project manager with a career focused on improving client
service, risk assessment, control value-added improvements and enhancing project managerial decision-
making.
 Specific experience
·         Strong background in both U.S. and international financial reporting standards (IFRS) generally
accepted accounting principles (GAAP).
·         Experience PCAOB Auditing Standard (AS) #5, Sarbanes-Oxley (SOX) Sec. 404 and quarterly review of
engagements in various industries (manufacturing, consumer business, telecommunications, technology,
financial services and retail)
·         Initial public offering (IPO)/S-1 registrations, comfort and consent letters
·         Experience in Special Purpose Acquisition Company (SPAC) transaction
·         Experience in reverse acquisition transaction
·         Proficient in technical GAAP Accounting research and analysis.
·         Extensive exposure to evaluating acquisition and financing transactions
·         Deep understanding of operational and information technology processes and the implementation of
cost-effective internal controls to mitigate risks

Industry involvement
·         American Institute of Certified Public Accountants
·         New York and New Jersey Society of CPAs
·         Ascend NYM Chapter

Awards and recognition

·         Notable Leaders in Accounting and Consulting list, Crain’s New York Business, 2022

Since beginning his career at Blackstone, Mr. Katzeff has developed a successful 25+ year career
predominantly focused upon Mergers & Acquisitions advisory, Fairness Opinions, Private Equity
sourcing and execution, Valuation and Real Estate across a broad array of industry sectors, sizes
and corporate situations, including public and private entities, family-owned situations, joint
ventures, corporate partnerships, real estate and defense from hostile acquisitions. Since his
tenure at Blackstone, Mr. Katzeff was a member of the M&A teams at SBC Warburg Dillon Read
(currently UBS), First Boston and PJ Solomon (currently Solomon Partners). Mr. Katzeff then
became a Vice President with North Atlantic Trading Company, focusing on the sourcing and
execution of both stand-alone and “bolt-on” private equity investments, primarily within the
consumer products sector. He was also responsible for the financing and refinancing of a
number of the company’s investments and acquisitions, including the arrangement of senior
debt facilities and high-yield offerings, as well as the ongoing valuations of existing portfolio
companies, the evaluation of future strategic initiatives from both an operational as well as a
tax perspective, and the valuation and evaluation of potential new investments and
acquisitions.
Mr. Katzeff then became a Managing Director with J Giordano Securities Group, an investment
banking boutique in which he focused upon the development, strategy and execution of debt
and equity capital transactions as well as M&A across a number of industry sectors. Mr. Katzeff
was then appointed the Head of M&A and Managing Director at Ashir Group, a boutique
investment bank predominantly focused upon real estate and Chinese companies who wished
to access the American capital markets or required other US investment banking services, such
as M&A. Mr. Katzeff then joined Albeck Financial Services as Managing Director and Head of
Global Strategic Advisory, M&A and Valuation. Albeck is a global M&A advisory and valuation
practice, in which he has predominantly focused upon the execution of strategic advisory
assignments as well as fairness opinions and other valuations, with an emphasis on both
companies with traditional asset classes as well as intellectual property. Mr. Katzeff’s
experience at both bulge-bracket institutions as well as boutique investment firms have
provided him with a unique and very well-rounded perspective enabling him to be truly value-
added with respect to valuation, investment, and corporate strategy and development, while
maintaining a very strong sense of creativity and objectivity.
To date, Mr. Katzeff has closed transactions amounting to an aggregate value of over $25 billion
and possesses a deep rolodex of both corporate as well as private equity and family office
contacts across a wide breadth of industries and sizes. His strengths include highly
sophisticated valuation, strategic and financial advisory capabilities, deal origination and

business development, transaction execution, analysis and exceedingly strong technical
capabilities.
Throughout his career, Mr. Katzeff has conducted valuations of public and private corporations,
other legal entities, intellectual property, and real estate across a broad scope of sizes and
situations, as well as their respective securities and intangible assets for various purposes
including fairness opinions, mergers & acquisitions, strategic combinations, divestitures, spin-
offs, joint ventures, reorganizations, recapitalizations, leveraged buyouts, management
buyouts, ESOP valuation and implementation, estate planning, goodwill impairment, purchase
price allocation, 409A valuations, valuations of complex equity, debt, convertible and derivative
securities, and regulatory compliance. To date, he has issued fairness opinions for transactions
with an aggregate value in excess of $10 billion.
Mr. Katzeff graduated from Cornell University in three years, earning a BS in Economics with a
concentration in International Finance. He is Series 7, 63 and 79 licensed and is also proficient
in Spanish and Japanese and learning Mandarin. He also sits on the Board of Directors of
Herzog Hospital in Jerusalem. He has been written up in a number of publications, including
Forbes as well as Crain’s New York Business.

Swanandi Redkar, is an Audit Director for Pune Office. She is a CPA and has around seventeen
years of experience in public accounting, providing a broad range of audit and management
consulting services. As a Director of audit, Swanandi’s services are primarily concentrated on
audit and other assurance related engagements rendered to public entities registered with the
Securities Exchange Commission (“SEC”) as well as closely held companies.

Swanandi has worked with across a diverse range of industries, including Cryptocurrency,
manufacturing, technology, mining and energy and service organizations.

In addition, Swanandi has assisted numerous clients in becoming publicly traded and handled
complex accounting issues related to capital financing transactions, mergers and acquisitions,
stock based compensation, complex equity and debt transactions, revenue recognition and
others.

Education and Professional Qualifications:
 Licensed CPA, Nevada State Board of Accountancy
 Master of Commerce Pune University (M.com)
 Bachelor of Commerce, Pune University (B.com)

Urvashi has been an integral part of RBSM LLP since 2017, bringing extensive expertise in public
accounting, auditing, and management consulting. She has worked extensively with both public
and private companies, providing a wide range of assurance and advisory services while
demonstrating strong leadership and team management skills in overseeing complex
engagements.
Urvashi has experience providing audit and advisory services across a diverse range of
industries, including digital assets, technology, oil and gas, manufacturing, wholesale, retail, and
service organizations. She has successfully led teams, mentored professionals, and fostered a
collaborative work environment to drive efficiency and deliver high-quality client service.
Prior to joining RBSM, Urvashi gained valuable experience in internal audit, strengthening her
ability to assess risk management frameworks, internal controls, and corporate governance
practices. Her ability to lead teams and navigate complex financial reporting requirements has
made her a trusted advisor to clients.
Professional Qualifications & Certifications
Chartered Accountant (CA), ICAI
U.S. GAAP Certification – Ernst & Young (EY)
Psychological First Aid (John Hopkins University)

Snehal Gupta serves as an Audit Supervisor at RBSM LLP, based in the Pune, India office. She
brings nearly six years of experience in auditing publicly traded companies and handling various
assurance-related engagements. Her professional background spans multiple industries,
including biotechnology and medical research, gold mining, consumer healthcare and beauty, as
well as oil and gas exploration and production, among others.
Snehal holds a Master’s degree in Commerce from Savitribai Phule Pune University and is a
member of The Institute of Chartered Accountants of India. She has also completed a US GAAP
certification course through Ernst & Young Associates LLP.

Phone: 917.229.4694
Fax: 917.229.4677
Email: npeck@rbsmllp.com

Nancy is a tax partner in the San Francisco Bay Area office and led the west coast tax practice. Nancy’s role as a tax partner in the San Francisco office is to provide tax compliance and planning for both small public and middle-market private companies and their owners. She works extensively with Corporations, S Corporations, Partnerships, and LLCs in a variety of industries including high tech, bio tech, real estate, renewable energy, biofuels, retail, manufacturing, and hedge funds.  She has experience in international tax issues. Additionally, she works with both high-wealth individuals with complex tax situations, as well as young professionals and entrepreneurs progressing in their careers (involving stock based compensation).

Majority of her clients are middle-market businesses and their owners, where she can deliver personalized and creative tax planning and cost-effective tax compliance while assisting them in achieving success.   Her objective is to have a strong personal connection with her clients and have fun with them in the process.

She has over 30 years of experience, including 10 years in the Big-4 environment and 20 years in with regional firms.

She has a Bachelor’s Degree in Business Administration in Accounting from University of California, Berkeley, and a MBA in Taxation from Golden Gate University.

She is a 5th generation Californian and grew up in Northern California where her family goes back to the 1860s. As far as hobbies and interests, windsurfing is her main passion and she travels to warm and windy locations to enjoy the sport.  She serves as Treasurer of the San Francisco Boardsailing Association.

Phone: 917.229.4692
Fax: 917.229.4675
Email: sberde@rbsmllp.com

S. Sam Berde, CPA, is a partner in RBSM’s accounting and auditing practice with more than 20 years of experience in providing audit and business advisory services to middle market entrepreneurial companies in a variety of industries including biotechnology, technology, computer software, manufacturing and healthcare. Sam’s experience also includes expertise on audits of publicly held companies and participation in equity market transactions, including initial public offerings, PIPEs and mergers. He is also a professional faculty member and instructor at the HAAS School of Business at University of California-Berkeley.

Sam is a graduate of University of California-Santa Barbara and a member of the American Institute of Certified Public Accountants, the California State Society of Certified Public Accountants and the American College of Forensic Examiners.

Phone: 917.229.4610
Efax: 917.229.4657
Email: pstefanou@rbsmllp.com

Peter has thirty  years of experience in serving the audit and accounting  needs of domestic and international  public and privately-held  enterprises. Peter has made presentations at a number of conferences addressing topics affecting enterprises seeking to access the public markets as well as challenges facing current  registrants.
Peter received his MBA from George Washington University and his undergraduate degree in accounting from Georgetown University. Peter is licensed as a certified Public Accountant in
New York, Pennsylvania, California and Virginia and is a member of  the American Institute of Certified Public Accountants (AICPA) and various state societies.
Peter sits on a number of Boards and Committees.

Sabastian is a senior Auditor in the Washington, DC, office who is passionate about building strong client relationships and fostering collaboration across teams. He began his career at Deloitte, where he worked on PCAOB audit engagements for financial services clients. Sabastian brings a strong technical background, leveraging programming and data analytic skills to deliver valuable insights to the engagement. He holds an MBA and a Master of Science in Accounting from Northeastern University.