Experience

Uniplan Investment Counsel, Inc.

• Investment Management
• 1 - 100 Employee

• Chief Compliance Officer/Director of Financial Reporting

  • Sep 2012 - Present



JPMorgan Chase Bank NA

• Vice President/Sr. Accountant

  • Oct 1997 - Jun 2012

  Drive efficiencies with excellent operational and project management skills and individually produce a quality work product. Resourceful and organized in my approach with a mind for cost and process efficiencies. Managed teams of up to six accountants. Created numerous training courses and provided training locally as well as on-site at our Mumbai, India office. Instrumental in leading strategic initiatives. Expert knowledge of fiduciary tax. Partnered with administrators and investors to advise toward finding optimal solutions for the client. Built and maintained strong relations with both client and colleagues.•Successfully led department as both a manager and accountant•Led project and trained staff in Mumbai, India•Prepared Forms:1040,1041,1065,706,706(T),1099,990,990-PF•Coordinated, organized, developed, trained, and managed a team of 6 members•Led department through computer conversion, resolved issues, and guided the change•Highly knowledgeable in fiduciary tax and always devoted to producing a quality product•Excellent at building and maintaining client relationships•Talented communicator•Effective project management skills•Advanced problem solving skills



Firstar Trust Co. (currently US Bank)

• Senior Officer

  • Jul 1989 - Oct 1997

  •Attained expert knowledge of the financial industry and operations.•Handled management reporting, reconciliation, and balancing functions.•Performed general accounting processes and analytical research. •Attained expert knowledge of the financial industry and operations.•Handled management reporting, reconciliation, and balancing functions.•Performed general accounting processes and analytical research.