I am a seasoned trust tax accountant having worked with multiple organizations supporting trust departments. I joined Fiduciary Trust International in February 2024 and enjoy offering my vast experience and patience to an already successful trust tax team.
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