The Boston Foundation Jun 2009 - Jun 2015
Professional Advisors Committee
Goldman Sachs Jun 2009 - Jun 2015
Managing Director
Andersen Tax Jul 2002 - Aug 2009
Managing Director
New England Technology Foundation Jun 2001 - Aug 2009
Treasurer and Board of Directors
Bentley University Jun 2001 - Aug 2009
Board of Advisors Mst and Mspfp
Education:
Bentley University Jun 1991 - Jun 1994
Masters
Bentley University Sep 1985 - Jun 1989
Bachelors, Bachelor of Science, Accounting
Skills:
Estate Planning High Net Worth Individuals Strategic Financial Planning Wealth Management Tax Financial Planning Financial Analysis Income Tax Wealth Accounting Private Equity Financial Advisory Securities Mergers and Acquisitions Financial Modeling Due Diligence Business Valuation Estate Tax Planning Trusts Venture Capital Tax Law Mergers
Certifications:
Certified Public Accountant Chartered Advisor In Philanthropy