Experience

Battery Global Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Tax and Estate Planning Advisor

  • Jan 2021 - Present



The Bollard Group LLC

• Greater Boston Area

• Tax

  • May 2019 - Jan 2021



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Services Tax Senior

  • Nov 2015 - Mar 2017

  Federal & state compliance for private equity funds & hedge funds Federal & state compliance for private equity funds & hedge funds



CBIZ Tofias

• Greater Boston Area/ Providence area

• Tax Senior Associate

  • Jul 2015 - Nov 2015

  Federal & State tax compliance for private equity funds and high net worth individuals Federal & State tax compliance for private equity funds and high net worth individuals



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Tax Consultant

  • Jul 2012 - Jul 2015

  Senior Tax Consultant specialized in private equity funds and high net worth individual tax compliance Six months of Deloitte Consulting/Enterprise Risk Services experience preparing the Principal/ Partner/ Director Reports, and the Quality Assurance Reports for a Fortune 500 company. Senior Tax Consultant specialized in private equity funds and high net worth individual tax compliance Six months of Deloitte Consulting/Enterprise Risk Services experience preparing the Principal/ Partner/ Director Reports, and the Quality Assurance Reports for a Fortune 500 company.



RELX

• United Kingdom
• Technology, Information and Media
• 700 & Above Employee

• Tax Intern

  • Sep 2011 - Dec 2011

  Assisted in the preparation of income tax compliance, including collecting the data necessary to file tax returns, estimated payments, business licenses and annual reports. Assisted senior tax professionals in a variety of compliance and research related projects. Performed miscellaneous tasks such as assisting in excel spreadsheet analysis, filing, scanning documents/files to PDF, copying, maintaining tax calendars using OneSource. Assisted in the preparation of income tax compliance, including collecting the data necessary to file tax returns, estimated payments, business licenses and annual reports. Assisted senior tax professionals in a variety of compliance and research related projects. Performed miscellaneous tasks such as assisting in excel spreadsheet analysis, filing, scanning documents/files to PDF, copying, maintaining tax calendars using OneSource.