2004 to Present GRANT THORNTON LLP, Dallas, TX
8/2012 to Present - National Managing Partner, U.S. International Tax Practice
Member, Grant Thornton International Tax Advisory Committee

8/2008 to Present - National Managing Partner, Tax Accounting and Risk Advisory Services
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Created new service line for audit, tax and advisory partners and strategy that led to exceptional market share gains for the firm.

12/2006 to Present - Trustee, Chair: Grant Thornton Benefit Plans
Led movement to “open architecture” platform for $500 mil plan
Led revision of non-qualified plans and creation of New Cash Balance Partner plan

11/2006 to Present - Member: Board of Partners
Responsible for strategic direction of firm and oversight of senior management. Elected to three consecutive terms of office. Chair of Tax Committee & Partner Matters, Chair of Retirement Plan & Benefits Committee, M&A Committee

2/2005 to 10/2007,
6/2009 to Present - Member: U.S. Tax Management Leadership Team
Responsible for creation of firm-wide tax strategy and execution.

2/2007 to 8/2008 - Office Managing Partner, Dallas, TX
Responsible for all aspects of 300 plus person office.

2/2005 to 10/2007,
6/2009 to 8/2012 - GRANT THORNTON LLP, Charlotte, NC
Southeast Region Managing Tax Practice Leader
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New position created for the firm. Created strategy that led exponential growth in market share in region and later for the firm.
Returned to manage through U.S. economic downturn

8/2004 to 8/2007 - Carolinas Tax Practice Leader
Leadership of the North and South Carolina tax practices, the second largest office within the Grant Thornton organization
Leading to exponential growth and profitability and top tier performance within Grant Thornton under the guidelines of the Sarbanes-Oxley Act

WEALTH & TAX ADVISORY SERVICES, INC., New York, NY
Professional services organization focused on providing objective, holistic and integrated wealth management services to high net worth individuals.

Co-Founder and COO based in Charlotte, NC
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Together with a nucleus of 34 partners from Andersen, helped create the concept to provide an integrated wealth management services business: comprehensive individual income tax compliance and consulting; wealth transfer planning, accounting services; and objective wealth management for executives, family offices, owner-operated businesses, and high net worth individuals and their families.

In order to launch the concept successfully, identified key financial services firms prepared to invest in the Company. Met with 10 firms including UBS, Merrill Lynch and Citigroup, selected finalists and struck a deal with HSBC.
Created the strategic vision, acquisition and implementation of all items necessary to run the business (office leasing, accounting systems, etc.), developed client service delivery methodology, regulatory compliance, and other areas benefiting a profitable growth strategy.
Set up offices in San Francisco, Los Angeles, New York, Boston, Washington, DC, West Palm Beach, Charlotte and Newport Beach, CA and recruited more than 200 experts from the major accounting firms, law firms and financial institutions to deliver the services.
Contributing author, Tax Economics of Charitable Giving (the premier charitable treatise for the industry).

Result: Within two years of launch and after having shown HSBC that the concept was successful and that first class professional management was now in place, negotiated an exit package (payout of contract) to allow me to move into new directions and find a new challenge.

2002 to 2004 - WEALTH & TAX ADVISORY SERVICES, INC., New York, NY
Professional services organization focused on providing objective, holistic and integrated wealth management services to high net worth individuals.
Co-Founder and COO based in Charlotte, NC
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Together with a nucleus of 34 partners from Andersen, helped create the concept to provide an integrated wealth management services business: comprehensive individual income tax compliance and consulting; wealth transfer planning, accounting services; and objective wealth management for executives, family offices, owner-operated businesses, and high net worth individuals and their families.
In order to launch the concept successfully, identified key financial services firms prepared to invest in the Company. Met with 10 firms including UBS, Merrill Lynch and Citigroup, selected finalists and struck a deal with HSBC.
Created the strategic vision, acquisition and implementation of all items necessary to run the business (office leasing, accounting systems, etc.), developed client service delivery methodology, regulatory compliance, and other areas benefiting a profitable growth strategy.
Set up offices in San Francisco, Los Angeles, New York, Boston, Washington, DC, West Palm Beach, Charlotte and Newport Beach, CA and recruited more than 200 experts from the major accounting firms, law firms and financial institutions to deliver the services.
Contributing author, Tax Economics of Charitable Giving (the premier charitable treatise for the industry).

Result: Within two years of launch and after having shown HSBC that the concept was successful and that first class professional management was now in place, negotiated an exit package (payout of contract) to allow me to move into new directions and find a new challenge.

1998 to 2002 - ARTHUR ANDERSEN, Charlotte, NC
Private Client Services Group
Global and US Managing Partner and Member Global and U.S. Tax Management Committees
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Co-developed Ander