Baltimore-Washington Financial Advisors
Director of Tax Services
Baltimore-Washington Financial Advisors
Director, Tax Services
Rsm Us Llp Aug 2012 - Dec 2013
Manager, Tax Services
Snyder Cohn Jan 2006 - Jul 2012
Supervising Senior Accountant
Education:
University of Baltimore 2011
University of Baltimore School of Law 2008 - 2011
Towson University 2008
South Carroll Senior High 2004
Towson University
Bachelors, Accounting
Skills:
Estate Administration Estate Planning Financial Advisory Prosystem Fx Tax Personal Income Tax Returns High Net Worth Certified Financial Cpa Income Tax Accounting Fiduciary Tax Wealth Management Services Tax Personal Income Tax Finance Tax Advisory Wealth Management Corporate Tax Partnership Taxation Us Tax Financial Accounting Strategic Financial Planning High Net Worth Individuals Trusts Personal Financial Financial Analysis Gaap Tax Accounting Tax Preparation Financial Reporting Financial Statements Strategic Financial Tax Returns Retirement Tax Research Gift Tax Investment Management
Certifications:
Certified Public Accountant Certified Financial Planner Certified Divorce Financial Analyst