Experience

River Rock Capital

• United States
• Real Estate
• 1 - 100 Employee

• Managing Partner

  • Jan 2014 - 10 years



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Tax Senior

  • Oct 2012 - 2015

  2 WFC • Experience preparing and reviewing Federal return forms 1065, 1120, 1120-REIT and corresponding State returns for the sponsor, management, advisor/co-investor and fund of fund entities • Analyze and review partnership agreements and partners' tax allocations • Prepare and review corresponding K-1’s for the fund vehicles and GP carry vehicles • Review GP carried interest calculations and ensure accurate tax and carry distributions to client investors • Analyze audited… Show more • Experience preparing and reviewing Federal return forms 1065, 1120, 1120-REIT and corresponding State returns for the sponsor, management, advisor/co-investor and fund of fund entities • Analyze and review partnership agreements and partners' tax allocations • Prepare and review corresponding K-1’s for the fund vehicles and GP carry vehicles • Review GP carried interest calculations and ensure accurate tax and carry distributions to client investors • Analyze audited financial statements to determine book-tax M1 adjustments and other tax considerations • Experience analyzing REIT income and assets for compliance with annual and quarterly REIT requirements • Analyze taxable income to determine state apportionment, ECI, FDAP, FRIPTA, and UBTI for investors • Responsible for maintaining partners’ capital accounts • Responsible for training, supervising and delegating assignments to new associates and interns • Review and assist in resolution of federal, state and local tax notices • Proficient in Excel, Go Systems Tax Software, SuperForms, RIA Checkpoint, and BNA Show less



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Legal Intern

  • Sep 2011 - Dec 2011

  New York, NY



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Tax Mentor Program

  • May 2011 - Jul 2011

  Program for select students that have demonstrated exceptional leadership skills combined with strong academic performance • Participated in workshops and team activities geared towards bringing out leadership skills • Successfully completed case studies involving complex tax matters • Trained in networking skills, and applied them to established ongoing relationships with multiple senior managers



Puakl K. Rooney P.C.

• Legal Intern

  • Sep 2010 - Jan 2011

  • Reviewed and analyzed documents for grand jury proceeding to determine which documents were protected under the Fifth Amendment and attorney-client privilege • Prepared documents for production



Brooklyn District Attorney's Office

• Law Enforcement
• 700 & Above Employee

• Legal Intern

  • 2011 - 2011

  • Conducted in person and over the phone interviews with complaining witnesses • Evaluated numerous complaints to assess their viability for prosecution • Conducted investigations in viable cases • Researched issues pertaining to real estate, mortgage, and loan modification fraud • Drafted legal memorandums and issued subpoenas requesting personal, financial and business related information • Reviewed and prepared business records, reports, and subpoenaed material for… Show more • Conducted in person and over the phone interviews with complaining witnesses • Evaluated numerous complaints to assess their viability for prosecution • Conducted investigations in viable cases • Researched issues pertaining to real estate, mortgage, and loan modification fraud • Drafted legal memorandums and issued subpoenas requesting personal, financial and business related information • Reviewed and prepared business records, reports, and subpoenaed material for use as exhibits in both trial and grand jury proceedings • Observed various trials to learn oral advocacy techniques and court room procedures Show less



The Honorable Judge Martin E. Ritholtz, New York State Supreme Court

• Judicial Intern

  • Jun 2010 - Aug 2010

  • Researched legal issues related to evidence admission • Learned courtroom procedures during jury selection and trial • Observed proceedings and negotiations in court and in judge’s chambers



Lincoln Square Legal Services

• Legal Intern

  • 2010 - 2010

  • Performed intakes and interviewed new clients • Effectively completed negotiations with the IRS on behalf of a client • Closed a civil action with a major financial institution on behalf of a client