Nelly Montoya is a member of RSM US LLP’s global expat team and is based in London, UK. The expat program, launched in 2010, assists in delivering the RSM client experience globally by improving cross-border communications, execution of global engagements, and building trust and working relationships throughout the world.
Nelly supports RSM’s internationally active clients by coordinating and executing US audit engagements across Europe. Nelly specializes in providing assurance services to financial service firms (private equity firms, fund of funds, SBIC funds, investment advisers, proprietary trading firms and broker dealers), commercial and professional services firms. Nelly’s expertise includes US GAAP and PCAOB knowledge needed for European clients that report under US standards and are attempting to access US capital markets.
Prior to RSM, Nelly oversaw all financial reporting aspects of a full service broker dealer based in Chicago, IL. Outside of work, Nelly has served in several non-for-profit boards with an educational and professional development focus.
Professional Affiliations and Credentials
- American Institute of Certified Public Accountants
- Illinois Society of Certified Public Accountants
- California Society of Certified Public Accountants
- Certified Public Accountant (CPA) licensed in Illinois and California
Bachelor in Accountancy, Gies College of Business University of Illinois at Urbana-Champaign
Fintech Progamme, Saïd Business School, University of Oxford