Talent Profile

With over 25 years of experience as a CPA, I specialize in fund accounting, and tax services, including extensive work with hedge funds and private equity fund clients. I've worked in industry as CFO/COO and CCO with an asset manager, ensuring regulatory compliance and optimizing operational efficiency. My advanced expertise in tax, supported by a Master’s in Taxation, has helped clients achieve significant tax savings and financial health. I excel in managing complex financial structures, consistently delivering exceptional results. I'm passionate about leveraging my skills to drive financial success and bring value to the organization.

Soundings Financial LLC – Norfolk, MA Founder & Managing Member | July 2014 – Present • Serve as outsourced CFO for hedge fund managers with $2M–$20M AUM, delivering NAV review, investor relations, and coordination with auditors. • Provide fund administration services including monthly/quarterly NAV calculations, return calculation, financial statements, audit support, and tax return preparation. • Advise on tax planning for management companies and individuals. • Built and maintained client base through direct outreach. KPMG LLP – Boston, MA Senior Tax Manager – Alternative Investments Tax | July 2012 – July 2014 • Delivered tax consulting and compliance services for hedge funds, mutual funds, REITs, and fund managers. • Managed tax compliance for 15+ funds with complex multistate and international structures, including PFIC and FATCA issues. • Final review/sign-off of federal & state tax returns, 1099s, and excise distribution calculations. • Advised on fund launches, reviewing partnership agreements for tax implications. • Mentored staff and led technical training sessions on fund taxation and IRS updates. Loch Capital Management LLC – Boston, MA CFO / COO / Chief Compliance Officer | January 2003 – July 2011 • Managed full operations of a $2.3B hedge fund firm with 7 funds and SMAs. • Oversaw fund accounting, investor relations, compliance, HR, budgeting, and technology infrastructure. • Reviewed NAVs, directed fund audits, handled 1065s and K-1s, and oversaw SEC registration and compliance programs. • Led investor meetings and roadshows; raised over $50M in the first 24 months. • Directed internal staff of 6 and coordinated with external fund admins and legal counsel. Deloitte & Touche LLP – Boston, MA Senior Tax Manager | August 1996 – January 2003 • Prepared and reviewed complex partnership and corporate returns for financial services clients. • Assisted with IRS audits and technical research for hedge funds and REITs. Chase Global Fund Services – Boston, MA Fund Accountant | December 1993 – August 1996 State Street Bank & Trust Co. – Quincy, MA Fund Accountant | September 1989 – December 1993

BS in Economics from Northeastern University, MST from Suffolk University