I am a tax attorney and investment banker with extensive transactional, advisory, and senior internal control experience, strong technical tax expertise, excellent structuring, marketing, and execution skills, and an outstanding track record as a closer

• I led or had a principal role in the development, marketing, and execution of structured investment and financing transactions that generated more than $220 million in revenue for Merrill Lynch over ten years

• I have developed broad expertise in United States federal income tax matters generally, with specializations in cross-border and domestic tax planning strategies, international tax matters, and the taxation of financial institutions and products

Specialties:Structured financial product development, marketing and execution; cross-border and domestic tax planning strategies; international tax matters; taxation of financial institutions and products; related tax advisory and senior internal control experience