Results-driven leader with over 20 years of experience in client relationship development and tax planning advisory. Demonstrated success in acquiring new business and enhancing corporate and private equity partnerships. Consistently achieves or surpasses annual revenue targets while mentoring teams to deliver high-quality client work.
Overview
23
23
years of professional experience
Work History
Partner
Grant Thornton Advisors, LLC
Pittsburgh, PA
08.2016 - 10.2025
Selected by executive leadership to relocate from the Connecticut office to spearhead the firm's strategic entry into the Western Pennsylvania market.
Partnered with Audit and Advisory leads to establish the greenfield Pittsburgh office, retaining sole ownership of tax practice design, local hiring, and go-to-market execution.
Served as key relationship partner for a high-profile middle market private equity firm generating $7M - $10M in firm fees. Expanded the engagement scope from tax due diligence to full audit, tax, and advisory services across multiple portfolio companies and established Grant Thornton as the private equity firm's preferred provider.
Drove business development and client relationship management, securing new engagements and enhancing relationships with existing clients in tax planning, compliance, and advisory services, contributing to over $10M in annual regional tax revenue.
Cultivated key client relationships as a trusted advisor to CFOs, private equity partners, controllers, and legal teams, expanding client engagements and driving revenue growth for the firm.
Led the tax integration of a $1 billion domestic and foreign acquisition, aligning disparate compliance frameworks into a centralized model and unlocking $300M in immediate tax basis step-up.
Advised corporate clients and private equity firms on tax implications of mergers, acquisitions, restructurings, and capital transactions, ensuring alignment with business objectives.
Recruited and developed high-performing tax team of 15+, providing mentorship and performance management to enable practice growth.
Oversaw federal, state, local, and international tax compliance, including ASC 740 (tax provision), uncertain tax positions, and effective tax rate optimization.
Senior Manager – Manager
Grant Thornton LLP
Hartford, CT
10.2012 - 08.2016
Led integration and onboarding of tax department and Connecticut office of newly acquired firm, aligning team and processes with Grant Thornton's strategy and policies.
Collaborated with audit, legal, and advisory teams to develop integrated solutions for complex corporate transactions and address ongoing tax needs.
Manager – Associate
Grant Thornton LLP
Boston, MA
10.2002 - 10.2012
Education
Bachelor of Science (B.S.) - Accounting
Assumption University
Worcester, MA
05-2002
Skills
Mergers and acquisitions
Tax compliance management
ASC 740
Business development
Client relationship management
Team leadership
Volunteer Activities
Women at GT
HOA Treasurer
GT Community Group
American Heart Association
Red Door
Affiliations
American Institute of Certified Public Accountants (AICPA )
Pennsylvania Institute of Certified Public Accountants (PICPA)
Certified Public Accountant - Pennsylvania/Massachusetts