Philip R. Pulliam Email & Phone Number

Charlotte, Nc, Us

Responsibilities include building and managing key internal and external relationships while maintaining BAC’s interests with respect to state and local policymakers over a six state region. I collaborate with BAC’s Federal Government Relations, Policy Analysis + Insights, Legal, Communications and Operations teams to arrive at and execute on supportive strategies and conclusions. In addition, I serve on market leadership teams and provide counsel to Market Presidents and Market Executives across the Southeast region, including Bank of America's Global Head of Public Policy. Additional responsibilities include working with trade and industry groups, including the ABA, Attorney General Alliance, Democratic and Republican Attorneys Associations, DLCC and the National Black Caucus of State Legislators. Other responsibilities include managing external contract lobbyists dispersed throughout the region, tracking, monitoring and advocating for or against legislation while providing updates to senior executives. Additional duties include meeting with senior state government executives and staff (e.g., Governors and Chiefs of Staff); preparing briefing documents and assisting colleagues with coverage of trade organization events in DC, as needed. In this role, I was nominated and accepted into the Banks 2023 Leadership Engagement Acceleration Program (LEAP) cohort, with approximately 12 teammates from various domestic and international LOBs.

Charlotte, Nc, Us

Primary responsibilities included serving as the lead Federal government relations resource for monitoring and lobbying on privacy legislation and the SAFE Banking Act. Additional significant responsibilities included expanding our relationships with key members of Congress who were not members of the Senate Banking and the House Financial Services Committees. I worked closely with the Head of Federal Government Relations, State Government Relations, Legal, Policy Analysis and Insights team. Other responsibilities included tracking and monitoring other issues on the Hill that may have a impact on the Bank. I also assumed certain duties with various trade organizations, the Congressional Black Caucus and the National Black Caucus of State Legislators. Other responsibilities included preparing briefing documentation for senior execs for hearings and meetings on the Hill. During this time, I also maintained coverage responsibilities for the State of Maryland and the Market Presidents and Market Executive who cover Maryland.

Charlotte, Nc, Us

Responsibilities included building and managing key internal and external relationships while maintaining BAC’s interests with respect to state and local policymakers over an 11 state region. I worked with BAC’s Federal Government Relations, Policy Analysis + Insights, Legal and Operations teams to arrive at and execute on supportive strategies and conclusions. In addition, I provided support to Market Presidents and Market Executives across the Midwest region. Additional responsibilities included working with trade and industry groups and managing external contract lobbyists dispersed throughout the region. I also served on each Market's Leadership Team.

Dallas, Tx, Us

Advised private equity and strategic buyers on consequences related to taxable and tax-free mergers, acquisitions, tax-free dispositions, restructuring and reorganizations. I also advised on the state and local tax implications of mergers, acquisitions and reorganizations. In addition, I performed federal and state buy and sell-side tax due diligence and other corporate tax consulting services, which included monitoring and advising on state and federal tax legislation/policy. I also led the state and local tax practice. I was charged with assisting the National Tax Practice leader with practice growth, marketing initiatives and ensuring successful business development efforts, including internal and external relationship management.

Chicago, Illinois, Us

As a Deputy Director, I led a team of 16 high-performing economic development professionals, including foreign direct investment and site selection professionals, located throughout the State of Illinois. Primary responsibilities included attracting and retaining business within Illinois, primarily through corporate income tax credits, incentives and grants. Other responsibilities include building and sustaining key relationships with internal and external stakeholders, partners and legislators; promoting and partnering with other agencies within the Department, policy development, legislative advocacy. and business development in order to drive favorable results for Illinois. I also served as a key advisor/partner to the Director, his Chief of Staff, the General Counsel, the Director of Legislative Affairs and the Chief Operating Officer.

New York, Ny, Us

Served as a senior tax counsel to the Community Development Banking Group within the Commercial Bank. Advised Bankers on structuring transactions that leverage the federal and state New Markets and Historic Tax credits, and worked with Commercial & Community Development Bank's Senior Executives to manage and close complex structured transactions, tracked federal legislation and advised on tax policy. • Provided tax advice around I.R.C. §§ 45D and 47 and structuring of NMTC transactions. • Assisted operations with implementation of internal controls and risk policies related to approximately $850MM investment portfolio. • Managed the IRS defense team and provided FOIA request response prep and effective tax controversy management.• Oversight of external legal and accounting advisors, analysis and reporting team, corporate tax, corporate accounting policy, and transaction tax counsel. • Served as liaison between the Community Development Banking Group, JPMC's Corporate Tax Group, JPMC’s Government Relation Group, Corporate Responsibility Group, and Corporate Legal & Compliance Group.• Selected as a member of the Historic Tax Credit Coalition and New Market Tax Credit Working Group to represent the bank and provide industry guidance to IRS and Department of Treasury.•Selected to the Inaugural Chase Commercial Bank Black Executive Leadership Class.

New York, Ny, Us

Brought in as a leader within the Community Development Banking group. Served as initial Middle Office Leader and advised firm bankers on structuring transactions that leveraged federal and state New Markets and Historic Tax credits to provide approximately $850MM in equity investments. • Managed, reviewed, approved and closed transactions, involving input and review of financial projections and approval of associated legal opinions.• Provided state tax controversy services - audit defense of return positions and proactive ruling requests.• Reviewed and approved externally prepared federal, state and local tax returns resulting in significant annual savings to the business.• Led team of financial/accounting associates to initiate and advise on new internal policies and financial transaction structures to ensure compliance with internal finance, risk, legal and accounting policies.• Identified areas of significant cost savings, including initiative to bring tax compliance efforts in-house and improving connectivity with JPMC Corporate Tax, Legal, Philanthropic and Government Relations groups.

Master Of Laws (Ll.M.), Taxation

Doctor Of Law - Jd

Master Of Public Administration (Mpa), Public Policy Analysis

Ba, Economics