As a Senior Tax Associate at The Bollard Group LLC, I apply my wealth management expertise and analytical skills to provide high-quality tax services to high-net-worth individuals and families. I work with a team of professionals to prepare and review complex tax returns, research on tax issues, and advise clients on tax planning strategies. I also leverage my communication, negotiation, and leadership skills to build and maintain strong relationships with clients and stakeholders.Prior to joining The Bollard Group LLC, I was an Investment Analyst at Ironhold Capital, where I performed bottom-up analysis on public equities using value investing principles. I prepared detailed equity research reports, reached out to management teams and industry experts, and contributed to the investment decision-making process. In addition, I completed my Master's degree in Finance from Suffolk University, where I gained in-depth knowledge of financial risk management, financial modeling, and capital budgeting. I also participated in the CFA Research Challenge 2022, where I showcased my research and presentation skills. I am currently a CFA Level I candidate, pursuing my passion for finance and investments.