Principal

• Jul 2020 - Present

Work with client service teams as a technical specialist in the areas of estate planning, tax planning and wealth management. Active member of firm Trust Committee.

Manager

• Jan 2019 - Jul 2020

Work with client service teams as a technical specialist in the areas of estate planning, tax planning and wealth management. Active member of firm Trust Committee.

Manager

• Oct 2014 - Dec 2018

Part-time operations manager with responsibilities in client engagement agreements, corporate governance, policies and various other operational roles.

Stay at Home Mom

• Nov 2011 - Oct 2014

Took some time away from my career to be at home full-time with my kids. Maintained professional licenses during this time and stayed current on topics and trends in the industry. Took some time away from my career to be at home full-time with my kids. Maintained professional licenses during this time and stayed current on topics and trends in the industry.

Vice President

• Jul 2008 - Nov 2011

Managed client relationships and provided sophisticated wealth management advice for ultra-high-net-worth families. Set strategies for service to the client and management of client relationship. Supervised professional staff for completion of work on client engagements. Active member of firm Investment Committee and Wealth Strategies Group. Met with money managers and acted as intermediary between money manager and client. Analyzed investment performance and evaluated manager alternatives. Acted as part of a team to set strategies for managing client wealth across the firm.Active member of firm Trust Committee. Approved trust actions for trustee accounts. Reviewed investment allocations and trust administration for trustee accounts. Show less

Senior Client Service Manager

• Jul 2006 - Jul 2008

Client Service Manager

• Dec 2003 - Jul 2006

Tax Supervisor

• Jan 1999 - Dec 2003

Extensive experience in corporate tax research and planning. Responsibility for tax compliance and tax planning engagements. Outsource staffing for Monsanto Company, Inc. Extensive experience in corporate tax research and planning. Responsibility for tax compliance and tax planning engagements. Outsource staffing for Monsanto Company, Inc.