Experience

• 

  The Washington Trust Company

  • United States
  • Banking
  • 400 - 500 Employee

  • Senior Vice President and Chief Wealth Client Services Officer

    • Dec 2021 - Present

    Advanced to the role of overseeing all client services for Wealth Management division with approximately $6 billion in assets under management. Continuously achieved turnaround successes while directing a team of 35-40 professionals responsible for investment management, financial planning, fiduciary and trust services, estate administration, and compliance for clients including high net worth individuals, public and private institutions, tax-exempt entities and charitable organizations, and retirement plans. Concurrently managed the Wealth Management tax department.

  • Senior Vice President and Chief Tax & Benefits Officer, Head of Client Services

    • Jan 2020 - Dec 2021

  • Vice President, Chief Tax & Benefits Officer

    • Apr 2018 - Dec 2019

    Led tax and employee benefit operations, initiating a swift organizational transformation to modernize services, increase efficiency, improve compliance, and decrease costs. Led projects and initiatives outside of tax department that improved culture, structure, operations, compliance, and service quality, resulting in promotion.

• 

  Partridge Snow & Hahn LLP

  • Partner

    • Sep 1997 - Apr 2018

    Joined as an associate and achieved partnership in just two years, being named firm's youngest partner in its history. Spearheaded the establishment of key revenue centers focused on employee benefits, tax strategy, healthcare regulatory compliance, and non-profit and charitable sectors. Took the initiative to create and lead a high-performing client service team dedicated to the firm's largest client.

• 

  Murphy, Hesse, Toomey & Lehane, LLP

  • Quincy, MA

  • Business Law Associate

    • 1994 - 1997
    • Quincy, MA

    Represented corporate clients, municipal corporations, qualified plans and plan sponsors, and exempt organizations on corporate, education, bankruptcy, labor, employment, ERISA, tax, and regulatory compliance law.