Robert J. Principe

Robert J. Principe Email and Phone Number

Senior Advisor @ Birch Risk Advisors
Saddle River, NJ, US
Robert J. Principe's Location
Saddle River, New Jersey, United States, United States
About Robert J. Principe

I am a seasoned and entrepreneurial Corporate Finance professional. With over two decades of leadership in the financial services sector, I've worked at the intersection of international tax law, finance, and business strategy. My experiences at KPMG, Barclays, JP Morgan, and UBS reflect my commitment to crafting strategic solutions that not only optimize value for clients but also drive significant revenue growth.At KPMG, I led a strategic co-sourcing engagement that generated substantial annual fees. With Barclays, I managed a team of talented professionals producing a revenue stream of $350M+ annually. My time at JP Morgan was marked by structuring innovative capital markets products that achieved high equity credit from regulators and rating agencies while ensuring positive tax implications. At UBS, I developed a Financial Products Investment Banking busines that structured innovative strategies and products for our clients.New York University School of Law, New York, NYL.L.M. Masters in TaxationSeton Hall Law School, Newark, NJJuris Doctorate, Cum LaudeFairfield University, Fairfield, CTBachelor of Science, AccountingIn an ever-evolving financial landscape, I continue to seek strategic business solutions, ensuring value-driven results for clients and institutions alike.

Robert J. Principe's Current Company Details
Birch Risk Advisors

Birch Risk Advisors

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Senior Advisor
Saddle River, NJ, US
Employees:
44806
Robert J. Principe Work Experience Details
  • Birch Risk Advisors
    Senior Advisor
    Birch Risk Advisors
    Saddle River, Nj, Us
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  • Kpmg Us
    Managing Director, M&A And Financial Services Tax
    Kpmg Us 2014 - Present
    New York, United States
    Served as the US Lead Tax Partner for one of the largest multi-national financial institutions. Oversaw the team's delivery of tax consulting, tax compliance, and tax provision services. Identified new business opportunities and developed solutions to complex issues. Fostered relationships and provided expert advice to internal and external Senior Executives.• Headed the negotiation, execution and management of a five-year co-sourcing engagement leading to KPMG's assumption of majority of our client's US tax department functions generating substantial annual fees.• Drove the firm's FinTech business development efforts for tax services involving advising clients on cryptocurrency tax considerations, digital asset banking, and capital raising projects.
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  • Barclays Corporate & Investment Bank
    Managing Director, Structured Capital Markets
    Barclays Corporate & Investment Bank 2008 - 2013
    New York, New York, United States
    Served as Senior Representative in the US for SCM's business affairs with a client network comprised of Fortune 500 global financial institutions and corporations. • Head of the US Principal Client Business from 2008 – 2011.• Appointed Co-Head of US Business in 2011 and directed 23 high-performance professionals in leveraging client relationships to generate revenue of $350M+ per annum.
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  • J.P Morgan Investment Bank
    Managing Director, Capital Structuring And Advisory Solutions
    J.P Morgan Investment Bank 2005 - 2008
    New York, New York, United States
    Structured and marketing innovative financial products and transactions with goal of employing advantageous tax, regulatory and financial accounting strategies for financings and investments. Provided tax-efficient strategies for IPOs for private equity and hedge fund clients, tax-deductible deconsolidation strategies for multinationals, and off-balance-sheet monetization for cross-shareholdings. Leveraged technical and marketing skills to create innovative products such as proprietary hybrid securities yielding high equity credit from regulators and rating agencies, while retaining tax deductibility.• Generated revenue contribution of $51M in 2006 and $87M in 2007.
  • Ubs
    Executive Director, Financial Products Group
    Ubs 1998 - 2005
    New York City Metropolitan Area
    Responsible for the development, marketing, and execution of strategic financial solutions for UBS's corporate and institutional clients that incorporate tax efficiencies to produce low-cost financing to issuers and/or above market yields to investors.
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Robert J. Principe Education Details

Frequently Asked Questions about Robert J. Principe

What company does Robert J. Principe work for?

Robert J. Principe works for Birch Risk Advisors

What is Robert J. Principe's role at the current company?

Robert J. Principe's current role is Senior Advisor.

What schools did Robert J. Principe attend?

Robert J. Principe attended New York University School Of Law, Seton Hall University School Of Law, Fairfield University.

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