Previous Experience
Grant Thornton LLP - Tax Automation Manager
Implementation of tax engines and support.
Vertex Inc. - Senior Product Manager
Managed the group responsible transaction tax calculation, compliance and analysis products.
Retail Segment – Defined, and launched a new O Series deployment for this segment. As a member of a subcommittee of the Assoc. for Retail Technology Standards (ARTS) group of the National Retail Federation I helped define the new standard for a web service call for transaction tax.
Tax Research – Initiated and guided the effort to abstract and organize U.S. and International tax code for presentation to Vertex O users for the application of appropriate tax rules to transactions.
Reporting – Led the effort to provide user access of the transaction log for pre-audit, audit defense, and reconciliation with Vertex Reporting & Analysis.
Previous Experience
I have held management positions in digital publishing and information services, medical instrumentation, and the OTC drug and the pharmaceutical industry.
Education
Bachelors in Chemistry - University of Pennsylvania
MBA in Finance- Iona College Hagen School of Business
APC International Business - N.Y.U. Stern Graduate School of Business
Implementing Strategy - Wharton Executive 5 day seminar, U ofPA
Other: Certified in OneSource Indirect Tax Determination
IPT Sales Tax Symposium, IPT VAT Symposium
Speaking Engagments
Presentations on tax automation and reporting at Thomson Synergy and multiple presentations over the last twelve years at Vertex Exchange.