Experience

Apax

• Venture Capital and Private Equity Principals
• 200 - 300 Employee

• Tax Manager

  • Jul 2022 - Present

  New York City Metropolitan Area • Tax oversight and planning for management company • Individual income and transfer tax coordination and analysis for partners of the firm, in coordination with investment fund tax team



Geller Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Tax Senior Manager

  • Feb 2021 - Jun 2022

  New York City Metropolitan Area • Income tax compliance and planning in conjunction with the delivery of complete multi-family office services including investment advisory and cash management • Estate and gift tax compliance and planning involving prominent private equity founders and closely held business owners • Foreign tax credit and treaty position analysis, foreign trust reporting, and expatriation reporting and planning • Tax planning with hybrid NY S corporations and NY exempt resident trusts • Trust… Show more • Income tax compliance and planning in conjunction with the delivery of complete multi-family office services including investment advisory and cash management • Estate and gift tax compliance and planning involving prominent private equity founders and closely held business owners • Foreign tax credit and treaty position analysis, foreign trust reporting, and expatriation reporting and planning • Tax planning with hybrid NY S corporations and NY exempt resident trusts • Trust decanting planning to maximize NY pass through entity tax (PTET) efficiency Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Tax Senior Manager - Private Wealth & Investment Management

  • Aug 2020 - Feb 2021

  New York City Metropolitan Area • Income tax compliance and planning for ultra-high net worth individuals • Estate and gift tax compliance and planning involving prominent private equity founders and real estate owners • Experience with cross-border issues involving PFIC and CFC analysis, complex FTC issues, and foreign trust reporting and planning • Prepare detailed research memoranda regarding expatriation planning, partnership analysis, and foreign trust classification and reporting • Experience in the… Show more • Income tax compliance and planning for ultra-high net worth individuals • Estate and gift tax compliance and planning involving prominent private equity founders and real estate owners • Experience with cross-border issues involving PFIC and CFC analysis, complex FTC issues, and foreign trust reporting and planning • Prepare detailed research memoranda regarding expatriation planning, partnership analysis, and foreign trust classification and reporting • Experience in the preparation and submission of foreign offshore disclosures

• Tax Manager - Private Wealth & Investment Management

  • Jan 2018 - Aug 2020

  New York City Metropolitan Area



PwC

• Professional Services
• 700 & Above Employee

• Manager - Personal Financial Services

  • Jul 2016 - Jan 2018

  New York City Metropolitan Area • Income, estate, and gift tax compliance and planning for ultra-high net worth individuals • Prepare detailed research memoranda and assist in drafting tax opinions regarding international private wealth matters and entity classifications

• Senior Associate - Personal Financial Services

  • Jul 2014 - Jul 2016

  New York City Metropolitan Area

• Associate - Personal Financial Services

  • Nov 2012 - Jul 2014

  New York City Metropolitan Area



New Jersey Courts

• United States
• Administration of Justice
• 700 & Above Employee

• Law Clerk to the Hon. Sebastian P. Lombardi, J.S.C.

  • Sep 2011 - Aug 2012

  Newark, New Jersey • Managed pre-trial motion caseload of 150-250 motions per two-week cycle • Conduct extensive legal research for civil litigation matters • Draft various legal memoranda • Manage judge’s calendar for scheduling case management conferences and hearings



Spencer and Associates, Counselors at Law, L.L.C.

• Law Clerk

  • Jan 2011 - Apr 2011

  Newark, New Jersey • Conducted research and drafted various legal briefs and memoranda • Drafted and prepared motion packages and reviewed and analyzed opposing motions • Drafted client correspondence in order to prepare legal document drafts and hearing requests



Provident Bank

• United States
• Banking
• 700 & Above Employee

• Summer Legal Intern

  • Jun 2010 - Aug 2010

  Jersey City, New Jersey • Worked under direct supervision from both General Counsel and Associate General Counsel of New Jersey’s oldest state-chartered publicly traded bank • Conducted in-depth legal research pertaining to New Jersey residential foreclosure procedure as it concerned the bank’s REIT subsidiary • Reviewed and summarized pending litigation, agreements for bank leased property, and loan servicing agreements between the bank and another party in assistance to General Counsel and Corporate… Show more • Worked under direct supervision from both General Counsel and Associate General Counsel of New Jersey’s oldest state-chartered publicly traded bank • Conducted in-depth legal research pertaining to New Jersey residential foreclosure procedure as it concerned the bank’s REIT subsidiary • Reviewed and summarized pending litigation, agreements for bank leased property, and loan servicing agreements between the bank and another party in assistance to General Counsel and Corporate Secretary • Assisted Associate General Counsel in locating relevant archived documents in response to regulatory inquiries, and in registering bank service marks with New Jersey Business Services Office • Reviewed and compiled extensive data from SEC proxy filings of bank peers to assist General Counsel and Corporate Secretary in peer compensation, governance, and risk management analysis Show less