Strategic Thinking     Quality Advice     Creative Solutions

  • More than 25 years' experience representing companies in diverse industries including financial, life-sciences, and beverages as both in-house and outside counsel

  • Attorney-at-law admitted to Bar in New York; Washington, DC; Massachusetts; Connecticut

  • LL.M. in Taxation (Boston University)

  • J.D. (Wake Forest University School of Law, cum laude)

  • B.A. in Economics (The College of William and Mary)

I have a unique combination of experience in international trade, international tax and international business law. I advise fintech, crypto, investment management and private equity firms and trust companies on their FATCA / CRS obligations and develop compliance programs to mitigate the risk of noncompliance.

With the same focus on risk mitigation, I also advise companies, executives and boards across industries on developing policies and procedures, compliance programs and compliance training in international related areas such as beneficial owner registry, anticorruption, and international sanctions.

Another significant aspect of my practice involves advising small to medium-sized companies across industry sectors on a wide range of day to day international business law issues.

Prior to starting my law firm, I served as in-house counsel at The Coca-Cola Company and Genzyme Corporation, a member of the Markit|CTI legal advisory team, a Senior Associate with Dewey Ballantine, and a clerk at the U.S. Court of International Trade.

Speaking Engagements

  • Panelist, Regulatory Oversight of Fiduciary Services for Hire: Up to Snuff or Not Enough?, South Dakota Trust Association Annual Fall Forum 2022, Sioux Falls, South Dakota (October 6, 2022).

  • Speaker, Ley de Cumplimiento Fiscal de Cuentas en el Extranjero (FATCA); Transparencia Fiscal (FATCA-CRS), Compliance y Debida Diligencia Webinar in Ecuador (February 24, 2021).

  • Moderator, Securing the Remote Workforce: Cyber Security in a Pandemic World; Boston Women in Finance, Webinar (February 17, 2021).

  • Speaker, What Does Controlling Person Mean for the Unsuspecting Executive?; Trans World Compliance  #WebinarWednesday (June 17, 2020).

  • Speaker, Summer Practice Series: Client Services; Wake Forest University School of Law (June 4, 2020).

  • Moderator, Guidance on Foreign Trusts; South Dakota Trust Association Annual Fall Forum 2019, Sioux Falls, South Dakota (October 18, 2019).

  • Speaker, Trustee Tax Compliance with Foreign Trusts; South Dakota Trust Association Annual Fall Forum 2018, Sioux Falls, South Dakota (October 17, 2018).

  • Speaker, FATCA Responsible Officer Role & Liability; South Dakota Trust Association Annual Fall Forum 2017, Sioux Falls, South Dakota (October 26, 2017).

  • Speaker, Staying on Track with FATCA & CRS; South Dakota Trust Association, Webinar (May 31, 2017).

For more information, you may contact me via my site contact page or directly via e-mail: