Complex Business Transactions Including Entity Restructurings (Corporate, Partnership, LLC), Mergers and Acquisitions, and Dissolutions; Business Succession Planning/Asset Protection; Sophisticated Tax Planning for Sale Transactions, Estates, Trusts and other Transfer Taxes; Federal, State and Local Tax Controversy Work (including property tax disputes); Complex Estate and Trust Drafting; Complex Estate and Trust Administration; Complex Estate and Trust Litigation; International Tax Planning… Show more Complex Business Transactions Including Entity Restructurings (Corporate, Partnership, LLC), Mergers and Acquisitions, and Dissolutions; Business Succession Planning/Asset Protection; Sophisticated Tax Planning for Sale Transactions, Estates, Trusts and other Transfer Taxes; Federal, State and Local Tax Controversy Work (including property tax disputes); Complex Estate and Trust Drafting; Complex Estate and Trust Administration; Complex Estate and Trust Litigation; International Tax Planning for Individuals and Businesses, Tax-exempt and Non-profit Incorporation, Planning and Advising; Deferred Compensation Agreement Planning and Execution, Fiduciary Litigation Show less

Law Clerk, Nexsen Pruet, Columbia, SC, May 2010-PresentClerked for former SC Department of Revenue Director and TRAC Committee Chairman, Burnet Maybank, III, on the South Carolina Tax Realignment Commission Project (TRAC):Chief author of TRAC Committee Report for the South Carolina General AssemblyDrafted new tax legislation proposals for the South Carolina General AssemblyAssisted in tax dispute mediations exceeding $20 million, Fee-In-Lieu of Tax Programs and… Show more Law Clerk, Nexsen Pruet, Columbia, SC, May 2010-PresentClerked for former SC Department of Revenue Director and TRAC Committee Chairman, Burnet Maybank, III, on the South Carolina Tax Realignment Commission Project (TRAC):Chief author of TRAC Committee Report for the South Carolina General AssemblyDrafted new tax legislation proposals for the South Carolina General AssemblyAssisted in tax dispute mediations exceeding $20 million, Fee-In-Lieu of Tax Programs and Municipal Bond Programs Show less

Trading Manager, Privateer Trading, Charlotte, NC, Sept. 2004 – Feb. 2007 NYSE and Nasdaq -- Traded ETF’s and individual equities focusing on sectors including: coal, utilities, oil and natural gas, oil services, mining, materials, financials Managed trader recruiting, training, risk management for 20-25 traders ($60-80M in daily employee trades; individually traded average of $4M daily)

Financial Specialist, Wachovia Bank, Charlotte, NC, Dec. 2003 – Sept. 2004 Directed personal and small business account management, deposit account sales, mortgage sales and underwriting, credit card sales, and team sales trainingOutstanding Performance: Led group hub of 25+ experienced salespersons in deposits first month out of training, led training group of 25+ trainees in both loans and deposits