My experience

My primary experience has been as a trust tax accountant within various banks and trust companies. In addition, I worked for almost a decade with a CPA firm, where information reporting and trust tax preparation services were outsourced from financial organizations to the CPA firm.

I also have a background in the world of academia, with five years experience as a high school teacher and basketball coach.  

Education

• St. Peter's College, BS Accounting
• St. John's University, MS Taxation 

Financial credentials

• Committee of Banking Institutions on Taxation (CBIT), Executive Committee