Director
CurrentI am responsible for all operational aspects of the global investment tax technology tools within ITS FSO. I am the operations leader for multiple tax subscription based services and manage people and processes critical to creating and distributing our client deliverables. This includes workflow management, team management, resource deployment and the creation and implementation of best practices. My core technical competencies include project management and execution, computer programing, change management, relationship/conflict management, and organizational effectiveness. We support around 300+ clients across all services. I have been instrumental in the building of additional services managing them from idea, through development, to final tool. One of our tools was selected as a regional winner of EYs Better Begins with You award for innovation. I have the highest standard with respect to ensuring quality around client communications and deliverables, receiving our “Making a Difference” award in 2017 for excellent client service. Our services are best in class. I also manage several individuals. The growth of my colleagues is very important to me so I make myself available at all times. I have received the following feedback: “Wendy is so many things to this team, a coach, a mentor, the model for what inclusiveness is…she is truly one of the most impressive people I have ever had the pleasure to work with in my entire professional career. Wendy owns her role and acts with integrity, honesty and hard work.” I also received the following: “It’s hard for me to put into words how grateful I feel that somehow I was lucky enough to fall into this teams lap, and I hope when I am in a supervisor role I will have the grace to be able to emulate you! Again, thank you for your kindness, flexibility, and genuine interest in my life – it means the world.”