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Joseph R. Rosenbaum, CPA

Email:jrosenbaum@rosenbaumco.com 
Phone: 415.307.9543


SUMMARY


Mr. Rosenbaum is a Certified Public Accountant (additionally Certified in Financial Forensics by the AICPA) with over 27 years of experience in complex litigation and investigation matters including cases involving allegations of civil and criminal fraud. He has served as a neutral and has provided expert testimony at trial, deposition and arbitration/mediation on accounting and damages issues. Mr. Rosenbaum has also conducted forensic accounting investigations related to various allegations of financial statement misrepresentations, asset misappropriation, etc. including matters involving international activities. He has presented his forensic accounting findings to various public company boards, the Securities and Exchange Commission and the Department of Justice.

In 2010, Mr. Rosenbaum retired from Ernst & Young LLP where he served in the Fraud Investigation and Dispute Services (“FIDS”) practice. He had been partner - in - charge of the FIDS practice for the Pacific Northwest regions and had also served as the partner-in-charge of the Litigation Technology Services group and the Technology, Communication and Entertainment industry group within the FIDS practice. While at Ernst & Young, Mr. Rosenbaum regularly consulted with the audit teams for select audit clients related to both planning issues and potential financial mis-statement issues. Prior to joining EY in 1999, he was a partner at two other Big Four firms, where he led industry - focused practices in healthcare fraud government contracts consulting. Over his career, he has had office assignments in San Francisco, Los Angeles, Zurich and The Hague.

In July 2011, Mr. Rosenbaum formed Rosenbaum & Co.

EDUCATION

  • Bachelor of Science, Accounting, The Ohio State University, 1977
  • Juris Doctor, The Ohio State University, 1981
  • Master of Business Administration, The Ohio State University, 1982


PROFESSIONAL CERTIFICATIONS

  • Certified Public Accountant (additionally Certified in Financial Forensics by the AICPA)
  • Chartered Global Management Accountant
  • Attorney - at - Law, State of Ohio (inactive status)


PROFESSIONAL APPOINTMENTS AND AFFILIATIONS

  • California State Board of Accountancy – Secretary/Treasurer and Member of the Board
  • California Society of CPAs (Member of Steering Committee for Forensic Services Sections )
  • ​American Institute of Certified Public Accountants
  • American Bar Association