Overview

Patricia Sumrell serves as the firm’s Chief Financial Officer and brings more than two decades of experience leading financial and administrative functions within various industries, including technology, health care and professional services. Patricia began her career in a "Big Four" public accounting firm. She is passionate about streamlining and automating financial business processes, tools and infrastructure to drive more efficient operations and scale for growth. 

Patricia is a Certified Public Accountant and a Chartered Global Management Accountant. She received her Masters in Accounting from UNC Kenan-Flagler Business School and is a member of the American Institute of Certified Public Accountants (AICPA), North Carolina Association of Certified Public Accountants (NCACPA) and the Society for Human Resource Management (SHRM).

Credentials

Education

UNC Kenan-Flagler Business School, Master of Accounting, 1996

UNC Gillings School of Global Public Health, B.S., 1993

Certifications

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Society for Human Resource Management (SHRM)
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