Experience

Iona University LaPenta School of Business

• United States
• Education Management
• 1 - 100 Employee

• Visiting Professor in Accounting

  • Sep 2023 - Present

  New Rochelle, New York, United States



EY

• Entertainment Providers
• 1 - 100 Employee

• Retired Partner- Tax Consultant with EY

  • Jul 2021 - Present

  New York, United States Following my retirement from EY, I have been fortunate to continue to serve as a Senior Tax Executive with 40 years of tax consulting and tax reporting experience in the Financial Services Industry, specifically in the Wealth and Asset Management sector working with asset management businesses and high net worth individuals in the areas of tax reporting, planning and structuring these complex financial businesses. Continuing to work with clients and high performing engagement teams at EY has… Show more Following my retirement from EY, I have been fortunate to continue to serve as a Senior Tax Executive with 40 years of tax consulting and tax reporting experience in the Financial Services Industry, specifically in the Wealth and Asset Management sector working with asset management businesses and high net worth individuals in the areas of tax reporting, planning and structuring these complex financial businesses. Continuing to work with clients and high performing engagement teams at EY has always been the best part of my career in public accounting and I am blessed to be able to continue these experiences in this new role!

• FSO Private Client Services Leader ► Ultra-High & High-Net-Worth Clients | Family Offices

  • 2014 - Jul 2021

  New York City Metropolitan Area Senior leaders recruited me to this position to lead EY’s private services practice to support ultra-high and high-net-worth clients of $100M to $1B+. Leading a practice with $40M in revenue and comprised of five partners and 100 employees, I advised clients with large family offices on structuring, private equity investing and compensation structure. KEY ACHIEVEMENTS ❖ Created a vision and developed synergy within the practice while overseeing operations, personnel… Show more Senior leaders recruited me to this position to lead EY’s private services practice to support ultra-high and high-net-worth clients of $100M to $1B+. Leading a practice with $40M in revenue and comprised of five partners and 100 employees, I advised clients with large family offices on structuring, private equity investing and compensation structure. KEY ACHIEVEMENTS ❖ Created a vision and developed synergy within the practice while overseeing operations, personnel, performance management and compensation ❖ Steered the integration of a 15-year old boutique firm acquired by Private Client Services (PCS) in 2016 ❖ Earned 10% annual YoY growth by fostering a collaborative culture, developing relationships with employees, managing challenges and providing extensive training on EY processes and procedures

• Senior Tax Partner - Wealth & Asset Management ► Private Equity Investments | Team Leadership

  • Jul 1997 - Jul 2021

  I held the position of Senior Partner at EY since 1997. My tenure started with Arthur Young (now EY) in a pre-professional position in the firm’s purchasing department. I joined the professional audit staff in 1983 and transferred into the Tax Department in 1984. Promoted to Tax Manager in 1988 and then to Tax Senior Manager in 1991 and Tax Principal in 1995, I became Tax Partner in 1997. As I simultaneously progressed through multiple senior leadership positions, my focus was on talent… Show more I held the position of Senior Partner at EY since 1997. My tenure started with Arthur Young (now EY) in a pre-professional position in the firm’s purchasing department. I joined the professional audit staff in 1983 and transferred into the Tax Department in 1984. Promoted to Tax Manager in 1988 and then to Tax Senior Manager in 1991 and Tax Principal in 1995, I became Tax Partner in 1997. As I simultaneously progressed through multiple senior leadership positions, my focus was on talent management and development, wealth and asset management and private client services. I was one of the original partners of the EY's Financial Services Organization Tax Department and teamed with leadership to build the tax team and instill the company culture across all lines of the organization. I was the Tax Account Leader and led Global Tax Services to a global asset management business in its initial public offering in 2007. Throughout my 40-year career at EY, I counseled and mentored many professionals that I recruited from university campuses or the market, and saw them promoted to such positions as Partner and Managing Director. OTHER KEY ACCOMPLISHMENTS ❖ Co-developed the initial HR function and managed compensation structure and performance management processes for the new practice. ❖ Collaborated with FSO leadership to recruit and build the first tax team ❖ Recognized by client satisfaction surveys for operating within a multi-dimensional approach and building long-term relationships through trust and respect within an advisory capacity ❖ Integrated a boutique firm acquired by EY's Private Client services practice in 2016 ❖ Led the Private Client Services Practice from 2014-2020 ❖ Managed the Private Client Services practice, a sub-service line of approximately 100 people and $40 million in annual revenue

• FSO Tax Campus Recruiting Leader ► Talent Acquisition | Career Counseling | Mentor | Coach

  • Jul 1997 - Jul 2021

  New York City Metropolitan Area As Campus Recruiting Leader for EY’s Financial Services Organization, I was honored to empower and guide bright, ambitious and innovative interns and entry-level professionals to success. I built the foundation for this highly successful program, as well as developed the hiring strategy that allowed the firm to aggressively pursue and recruit key talent from top tier-colleges and universities. By cultivating long-standing relationships with faculty, staff and career centers at these… Show more As Campus Recruiting Leader for EY’s Financial Services Organization, I was honored to empower and guide bright, ambitious and innovative interns and entry-level professionals to success. I built the foundation for this highly successful program, as well as developed the hiring strategy that allowed the firm to aggressively pursue and recruit key talent from top tier-colleges and universities. By cultivating long-standing relationships with faculty, staff and career centers at these premier institutions, I was able to identify future professionals that fit into the EY culture and further their opportunities through support, counseling and sharing practical tax experience to help them advance and reach their career goals. _________ EY is a global leader in assurance, consulting, strategy and transactions, and tax services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders.

• Tax Partner, Wealth & Asset Mgt. Sector ► | IPO | M&A | Reorganization | New Business Development

  • Jul 1997 - Jul 2021

  New York City Metropolitan Area In this role, I provided income tax reporting and consulting services to a global client base for EY’s America Wealth and Asset Management division. Throughout this tenure I led tax engagement teams from five to 15, helping them to connect EY solutions to the clients’ issues to support complex investment portfolios, complicated tax situations, various business models and ownership interests. I managed and maximized a $20M book of business by fostering deep-rooted client relationships and… Show more In this role, I provided income tax reporting and consulting services to a global client base for EY’s America Wealth and Asset Management division. Throughout this tenure I led tax engagement teams from five to 15, helping them to connect EY solutions to the clients’ issues to support complex investment portfolios, complicated tax situations, various business models and ownership interests. I managed and maximized a $20M book of business by fostering deep-rooted client relationships and creating solutions to generate long-term value. OTHER KEY RESPONSIBILITIES ❖ Spearheaded a multi-faceted global tax services team to manage a successful IPO for a global asset management business, partnering with the Vice Chair of Tax, company tax counsel and other subject matter experts to resolve complex technical issues for clients ❖ Coached and mentored associates on the Partner track to develop client solutions that aligned with EY’s core values, purpose and direction ❖ Advised clients on due diligence work related to mergers, acquisitions and corporate reorganizations for investee companies, also analyzing the tax implications to investors ❖ Oversaw interaction with the IRS for different entities, including IRS audits. Acted as a representative for clients to gather data, manage the auditing process and reach favorable settlements

• Pre-Professional through Tax Senior Manager

  • Feb 1981 - Jul 1997

  New York, New York, United States Began EY journey as a pre-professional in the Arthur Young Purchasing Department and joined the professional staff in the audit practice in the fall of 1983. Transferred into the tax practice in the fall of 1984 and progressed through the tax department and was promoted to partner in 1997.



Fairfield Dolan - Fairfield University Charles F. Dolan School of Business

• United States
• Higher Education
• 1 - 100 Employee

• Adjunct Professor in Accounting

  • Sep 2021 - Present

  Fairfield, CT Adjunct Professor in the Dolan School of Business at Fairfield University instructing graduate students in both the taxation and legal implications of property transactions.



Iona College LaPenta School of Business

• Visiting Clinical Lecturer in Accounting

  • Sep 2021 - May 2022

  New Rochelle, NY Visiting Clinical Lecturer working with Iona's Undergraduate LaPenta School of Business students teaching Principles of Financial Accounting; Principles of Managerial Accounting and Business Communications. In addition, developing relationships with future business leaders and counseling these students with their business school and career journey.