Experience

InTandem Capital Partners

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Controller

  • Mar 2023 - Present

• Senior Accountant

  • Nov 2021 - Mar 2023



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Jul 2020 - Nov 2021

  New York City Metropolitan Area Investment Management Tax Practice

• Tax Associate and Digital Accelerator

  • Jun 2018 - Jun 2020

  Greater New York City Area Investment Management Tax Practice



PwC

• Professional Services
• 700 & Above Employee

• Investment Management Tax Intern

  • Jun 2017 - Aug 2017

  Greater New York City Area



Marcum LLP

• United States
• Accounting
• 700 & Above Employee

• Tax Intern

  • Jun 2016 - Jul 2016

  Greater New York City Area • Used GoSystem Tax RS to prepare federal and state tax returns for corporations • Reconciled partnership K-1’s and prepared documents to calculate taxable income and book income for investment management companies • Collaborated with legal team to create excel files and analyze trust documents in preparation for litigation • Researched and analyzed federal and state tax incentives and credits



Luther

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Intern

  • Jun 2015 - Aug 2015

  • Computed payment terms for approximately 1,300 credit applications • Performed reconciliations and resolved differences • Recorded funded loans into accounting system • Extracted data from accounting system to provide information to external auditor • Solved problems that developed when new receivable system was implemented • Collaborated with the head of the accounting department on converting operating system from RFS to Storis