Management Accounts Payable

Profile

Ambitious, accomplished attorney with a focus on tax law, economics, and

financial planning. Wide-ranging experience in individual and corporate

tax consulting. CALI Excellence for the Future Award for Federal Tax

Partners and Partnerships and Dean's Scholar at University of Connecticut

School of Law. Member, American Bar Association. Connecticut State Bar.

Experience

Ernst & Young LLP, Stamford, CT 2007-2010

Senior - Tax Services

Deliver tax planning for corporate and individual clients as part of a

diversified tax group within E&Y including FAS 109, FIN 48, and R&D Tax

Credit compliance services. Provide federal and state research and

consulting as well as preparation of federal and state tax returns.

Develop personal financial planning for high net worth executives through

asset allocation, long-term planning, and tax projections. Assist lead tax

consultant for multinational client through management of communication and

expectations between the client and E&Y team on long-term on-site

engagement. Facilitate and lead executive level client presentations.

Member of Professional Women's Network (PWN) steering committee. Organize

networking events and support diversity within the firm. Provide

organization and billing management for engagements. Promote firm

recruiting, peer mentorship, the review process, and training of staff on

tax engagements. Recipient of Bravo Award for above and beyond

contribution on a client engagement.

Tax Clinic/Advanced Tax Clinic, Hartford, CT 2005-2006

Certified Legal Intern

Represented low-income taxpayers with tax discrepancies with the Internal

Revenue System (IRS) and the Connecticut Department of Revenue Services

(DRS). Handled client representation including interviewing and counseling

clients, communication with the IRS and DRS on clients' behalf, and

participating in class seminars to explore ethical, substantive, and

procedural issues that arise. Organized and executed presentation for

Dress For Success on how to prepare for and complete tax returns.

White Oaks Wealth Advisors, Inc., Minneapolis, MN 2002-2003

Financial Planning Associate

Created and applied financial plans to address specific client

requirements. Researched investments and conducted firm investment

meetings. Evaluated client portfolios and directly counseled clients on

investment, insurance, estate and tax planning as well as stock option

analysis. Implemented changes to clients' portfolios to manage current

financial situations. Hosted networking events.

Prudential-Bache International, London, England Spring 2001

Intern, European Finance Department

Maintained and balanced accounts payable reports. Processed expenditure

invoices and calculated expenditure reports.

Education

University of Connecticut School of Law: Hartford, CT

J.D. with Certification in Tax, May 2007

CALI Award for Federal Tax Partners and Partnerships, Dean's Scholar

Trinity College: Hartford, CT

B.A. Economics, Legal Studies Emphasis, 2002

Boston University: London, England

London Internship Program, Management and Finance, Spring 2001

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