
Ability to lead and manage others. Highly successful Tax Operations professional with a proven track record of success. Well respected by others.
unicreditgroup.eu
jefferies.com
transitchicago.com
tdameritrade.com
broadridge.com
instinet.com
New York, New York, United States
Director
Industrial and Commercial Bank of China (ICBC) Financial Services LLC
• www.linkedin.com/company/industrial-and-commercial-bank-of-china-icbc-financial-services-llc
Sep 2015 - Present
1633 Broadway 28th Floor New York, NY 10019
VP Head of Tax Operations
Broadridge Financial Solutions
• www.linkedin.com/company/broadridge-financial-solutions
Jul 2014 - Sep 2015
FATCA Senior Independent Consultant
UniCredit
• www.linkedin.com/company/unicredit
Feb 2014 - Jun 2014
Senior Vice President Customer Reporting
Jefferies LLC
• www.linkedin.com/company/jefferies
May 2006 - Feb 2014
First Vice President
TD Ameritrade
• www.linkedin.com/company/td-ameritrade
Oct 2004 - May 2006
VP
Prudential Securities
Jan 1986 - Dec 1992
VP
Prudential Securities
Jan 1986 - Dec 1992