Summary A results-driven professional with proven and versatile tax experience in the financial services industry. Expertise in Regulated Investment Companies (RICs) including international, variable annuities, equity, bonds, money markets, fund of funds, and Cayman entities. Strong technical and analytical skills with a collaborative problem-solving approach. Overall career experience in tax, fund administration, and accounting with the goal of exceeding the client's requirements and expectations.

Highlights:

• Accounting
• Asset Management
• Distribution
• Financial
• Financial Statements
• Investment Services
• Management
• Services
• Federal Tax
• Fund Accounting