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Professional Summary

I have worked as a tax director, outside tax and corporate counsel, and as professional services practice leader. My background in first and foremost in U.S. international tax as it applies to U.S. financial services corporations doing business overseas. My areas of expertise include: 1. Tax planning (managing both the effective tax rate and tax risk of the company) 2. Mergers and acquisitions (buying, selling, and restructuring companies internationally) 3. Financial Reporting for Tax (how taxes are reported in USGAAP and foreign GAAP financial statements) A significant part of my career has been focused on operations in Latin America. This has helped me develop an extensive understanding of tax and corporate legal regimes in Mexico, Central America, Colombia, Peru, and Chile, in addition to the interaction of these rules with those affecting U.S. taxpayers (specifically in areas such as acquisitions, dispositions, restructuring, distributions, payments, and intercompany operations).

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Languages

  • English
  • Spanish

Industry Experience

    • Financial Services
    • Law
    • Public Accounting Firm

Birthday

August 28

Experience

Bank of Nova Scotia
Toronto, Canada
Tax Director
Bank
2011 - 2012
Tax Planning for banking operations throughout Latin America, including Mexico, Central America, Colombia, Peru, and Chile.
General Electric Company
Stamford, Connecticut, USA
International Tax Director
Conglomerate
2006 - 2011
International Tax Director for Financial Services arm of General Electric. M&A, planning, financial reporting for tax, and tax compliance for close to 100 foreign legal entities.
Jackson Walker LLP
Dallas, Texas, USA
Senior Associate
Law Firm
2005 - 2006
Cross Border Mergers and Acquisitions. Tax advice on Federal Corporate Income Tax matters.
Grant Thornton
Dallas, Texas, USA
Senior Manager
Public Accounting - National
1999 - 2005
Headed International Tax Practice focused on outbound cross border operations. Corporate formation, distributions and liquidation, M&A, tax planning, compliance.

Education

JD, Law 1997
University of Texas at Austin
Austin, Texas, United States
BA, Economics 1994
University of Texas at Austin
Austin, Texas, United States

Professional Certifications

State Bar of Texas
Texas
2000
Active

Bar Admissions

Texas
Active
2000


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