SPECIALISTS

Kevin Tanaka

Partner, Citrin Cooperman Advisors LLC

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Experience

Kevin Tanaka is a partner in the firm’s Forensics, Litigation and Valuation Services Practice. Kevin specializes in assisting financial institutions and their legal counsel with privileged internal investigations, regulatory inquiries, legal proceedings, and associated remediation activity.

Kevin delivers accounting expertise, industry knowledge, and forensic data analysis skills to investigate a wide range of matters, including alleged customer harm, violations of various securities regulations, unauthorized sales and trading in complex financial instruments, market manipulation, insider trading, customer disclosure and suitability matters, financial reporting concerns, and bribery and corruption, among others. Kevin’s clients include registered broker-dealers and investment advisers, wealth and asset management firms, banking institutions, exchanges, and other participants across the financial sector. Kevin has extensive experience advising clients and their counsel respond to regulatory inquiries including from the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority, various state securities regulators, among others.

Prior to joining Citrin Cooperman, Kevin was a partner at a Big Four firm. Before that, Kevin held senior in-house investigation roles at a globally integrated payments company and one of the world's leading financial services providers.

CREDENTIALS

Education

Bachelor of Science in Finance, New York University

Master of Science in Accounting, University of Notre Dame

Licenses

Certified Public Accountant in the State of New York

Certified in Financial Forensics from the American Institute of Certified Public Accountants (AICPA)

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Faculty, Practicing Law Institute (PLI)

Presentations & Publications

Basics of Accounting for Lawyers,” Practicing Law Institute, May 17, 2023

WORK-LIFE BALANCE

Community Involvement

Kevin is a volunteer coach of youth sports, including baseball and softball.

Outside the Office

Kevin is an avid fisherman and enjoys spending quality family time and traveling with his wife and four children.

Get in touch with Kevin Tanaka today.

Fill out the form below to get in direct contact with Kevin Tanaka and start your personalized consultation journey.

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* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Get in touch with Kevin Tanaka today.

Fill out the form below to get in direct contact with Kevin Tanaka and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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