Megan Wheeler has been a licensed CPA in the State of New York since 2014. She began her career as an auditor at a public accounting firm in Manhattan, where she gained experience working with a diverse range of clients, including financial services firms and both public and privately held companies.

After her time in public accounting, Megan spent ten years at a large public corporation specializing in investment accounting. In that role, her responsibilities included managing the monthly close process and preparing quarterly financial reports for SEC filings.