Zürich Area, Switzerland
Head of Wealth Planning at Coutts
Financial Services
Education
Boston University School of Law 1995 — 1996
LLM, Law (International) Tax
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
JD, Law
Bryant University 1986 — 1990
BS / BA, Finance and also Management (dual degree)
Experience
Coutts June 2014 - Present
Lloyds Banking Group January 2013 - January 2014
Intertrust Group July 2010 - March 2012
Amicorp Switzerland, A.G. January 2009 - November 2010
Amicorp Group, A.G. August 2002 - January 2009
PricewaterhouseCoopers 2000 - 2002
KPMG 1997 - 1999
Skills
Restructuring, Wealth Management, Asset Protection, Wealth Management..., Legal Advice, High Net Worth..., Corporate Tax, Financial Services, International Law, Finance, Corporate Finance, Corporate Law, Corporate Governance, VAT, Due Diligence, Tax Advisory, Mutual Funds, Private Equity, Financial Structuring, Estate Planning, Alternative Investments, International Tax, Trusts, Training, Wealth, Trust Services, Mergers & Acquisitions, Cross-border..., Tax Law, Estate Tax Planning, Transfer Pricing, Business Development, Investments, Tax, Financial Planners, International Tax..., Structuring, Private Banking, Financial Planning