• Prepared individual, fiduciary, partnership, C and S corporate federal, state, and local tax returns.• Researched tax issues at international, federal, state, and local levels. • Investigated allegations of fraud and theft for various clients using various forensic accounting techniques.• Achievements include:o Prepared audit defense for clients for federal tax audit which resulted in all positive results for clients.o Assisted and performed seven business valuations utilizing calculation and conclusion of value reports.

• Responsible for conceptualizing and creating innovative programs and coursework for university students to enhance their education in accounting, business, and financial management. • Facilitated multidisciplinary, interactive lectures and workshops to engage students using active learning techniques. • Achievements include:o Achieved top-ranking quality reviews from students for communication skills and collaborative approach.

Operational leader over consulting firm that transitioned from a hedge fund which focused on monetizing off the inefficiencies in public securities markets. Spearhead acquisition and integration of technologies to support organizational growth. deliver financial and operational consulting to small and medium sized companies.Developed program that minimized errors by 54% on clearing of trades that captured 13% on clearing fee savings. Maintain risk management procedures to limit losses on capital to approximately 3% of principal.

• Exceeded goals and quotas; recognized as office leader in private client sales services.• Built a book of institutional and high-net-worth accounts by sourcing and securing clients seeking long-term relationships. • Collaborated with internal audit teams to assist external clients through intensive audits to ensure accuracy, accountability, and timely response to promote a smooth, streamlined process. • Achievements include:o Catapulted revenues into the six-to-seven figure range by cultivating and strengthening new business relationships.o Increased revenue by 17% year over year through strategic sales management and business development.o Successfully transitioned from a management to a production role.

Lehman Brothers Holdings Inc. was a global financial services firm which, until declaring bankruptcy in 2008, participated in business in investment banking, equity and fixed-income sales, research and trading, investment management, and private equity.Business Manager (2004-2008)• Hand-selected for an executive promotion to the Palm Beach office to drive the build-out and expansion of businesses. • Drove internal and external audit review and remediation including the justification of internal practices and processes. • Identified and corrected critical pain points in both the financial and compliance arenas. • Managed, mentored, recruited, and developed a diverse, cross-functional team to attain corporate goals. • Leveraged financial acumen as a private investment and private equity coordinator, as well as a leading financial coach for clients and internal stakeholders. • Achievements include:o Catalyzed 55% YOY growth in private equity and alternative investments.o Achieved $750K+ in revenue growth by optimizing team development between the Palm Beach & New York offices.Sales Manager (2003-2004)• Directed and developed a highly productive middle-market equity group to increase sales and conduct IR book reviews. • Led MBA training, T&E approval, product support, and IR education. • Achievements include:o Streamlined audit processes to promote efficiency and effectiveness for audit response and remediation. o Boosted commissions by 14% by refining the mentorship portion of the training program.Domestic Sales Management (1995-2003)Associate, Client Services (1994-1995)• Achievements include:o Raised over $1 billion across a single product, in close partnership with Marketing.o Increased revenue by $35 million in just one year by forming and setting up an equities middle-market group.