As a tax season employee, I assisted in the preparation of individual, corporate (C and S), partnership and LLC returns. I prepared certain returns in their entirety and worked in input on larger, more complex returns.

Enrolled Agent authorized to practice before IRS. IRS and Maryland registered professional tax preparer, tax planner and advisor specializing primarily in individual, sole proprietorship, partnership, S-Corp, Limited Liability Company tax returns as well as Audit Representation

Independent consultancy offering advice in management, strategic planning, corporate finance, financial planning and tactical implementation that has serviced a wide range of high net worth, institutional and corporate clients in multiple industries* Supervised between 5 and 30 direct reports depending on project scope* Established and oversaw establishment and management of “private label” institutional research for select smaller Wall Street broker/dealers, essential team member… Show more Independent consultancy offering advice in management, strategic planning, corporate finance, financial planning and tactical implementation that has serviced a wide range of high net worth, institutional and corporate clients in multiple industries* Supervised between 5 and 30 direct reports depending on project scope* Established and oversaw establishment and management of “private label” institutional research for select smaller Wall Street broker/dealers, essential team member in the formation investment banking department for boutique institutional firm; provided industry analysis, development of operating departments, strategic planning advice and implementation* Spearheaded and participated in fairness opinions in energy and other sectors and other buyout transactions* Built and managed teams across projects in multiple industries for maximum synergistic outcomes* Actively assisted client C Level management in project evaluation and execution, project and process analysis, present and other metrics Show less

Retained to spearhead business plan development and strategic planning efforts. Firm aims to become profitable planter, harvester and shipper of non-food feedstocks for use in renewable diesel production in Brazil* Lead management in formalizing business concepts into a business plan* Identified key partners and recruited new members for management team* Structured pro forma and corporate financial models, reporting systems and capital goals*Directed all domestic and… Show more Retained to spearhead business plan development and strategic planning efforts. Firm aims to become profitable planter, harvester and shipper of non-food feedstocks for use in renewable diesel production in Brazil* Lead management in formalizing business concepts into a business plan* Identified key partners and recruited new members for management team* Structured pro forma and corporate financial models, reporting systems and capital goals*Directed all domestic and international institutional investment initiatives Show less

Constructed investment banking department for GKM and completed 1st deal within the time-span of one yearHired, trained and set to work 15 employeesCoordinated with in-house counsel and SEC representatives to ensure complianceOrchestrated first investment deal, closed the offering at $27.5M: five times higher than initial mandateRescued biotech client, Enzon, from impending financial collapseCreated 40% profits for investors and considerable corporate revenue for GKM within… Show more Constructed investment banking department for GKM and completed 1st deal within the time-span of one yearHired, trained and set to work 15 employeesCoordinated with in-house counsel and SEC representatives to ensure complianceOrchestrated first investment deal, closed the offering at $27.5M: five times higher than initial mandateRescued biotech client, Enzon, from impending financial collapseCreated 40% profits for investors and considerable corporate revenue for GKM within 4 months of closing. Show less

Launched foreign real estate development corporation with prosperous sales: acquisition ratio Managed all activities related to CFO duties, including financial planning, reporting and tax issuesCoordinated all aspects of development and sale of properties in the Dominican Republic for a real estate development corporation

Established private oil company with +85% drilling: recovery ratioManaged 60+ employees in various functions: contracts, production, accounting and finance, human resourcesPrepared all financial reports, and worked with SEC outside counsel on the preparation of all offering documents, annual Texas and Federal.Headed the sales team for the partnerships which were primarily placed through institutional brokersManaged off-take relationship with Amoco (now BP)

Served as Independent Oil & Gas research analyst for New York Wall Street office.Secured and managed high value private drilling partnership interests for Texas General Resources, a publicly-traded oil and gas exploration, drilling and development firmResearched significant industry developments and produced reports for investment banking initiativesLed equity aspect of investment banking decision process