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Jana Gregory, CPA*

Director

I was born and raised in Oklahoma and obtained my BBA and MS in Accounting at Oklahoma State University. Immediately upon graduating, I moved to Munich, Germany to spend the summer working for an OSU alumni at their company, Hull Speed Associates.

Shortly thereafter I began my career at PricewaterhouseCoopers in New York City. During my time at PwC, I spent four years in the banking & capital markets audit practice, primarily auditing broker dealers, followed by three and a half years in the capital markets & accounting advisory services practice, primarily supporting clients through transactions such as IPOs and divestitures, as well as technical accounting matters related to complex debt and equity arrangements.

My time at PwC taught me how a team of dedicated professionals can overcome challenges and work together to successfully solve problems for clients in short periods of time, as well as how to manage ambiguity in accounting guidance and literature.

I recently relocated from New York City to Charlotte, NC with my fiancé and our dog. Outside of work, I enjoy getting outdoors on the Charlotte Greenways with my family, training for long distance running races, and traveling to create new memories and experience new cultures.

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