• Baker & McKenzie is a multinational law firm with an economics consulting branch (Baker & McKenzie Consulting LLC).
• Practice focused on intangible property and entity valuation, global tax and transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Prepare OECD and US tax documentation for Fortune 1000 biotechnology firm
• Performed financial analysis for a major healthcare products company with regard to its international restructuring
• Developed partnership valuation model for Fortune 500 retail firm

• Duff and Phelps is a multinational consulting and valuation firm (www.duffandphelps.com)
• Practice focused on intangible property valuation, OECD and US transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Developed detailed tax reform model analyzing impacts of GILTI, FDII and BEAT provisions
• Managed OECD (Master file and local file) documentation project consisting of twelve jurisdictions for technology firm
• Managed IP Valuation project and related OECD and US documentation for healthcare firm
• Managed multi-billion dollar IP Valuation project for Fortune 100 technology firm

Select Speaking Engagements:
• BEPS Initiatives Overview: IP Value Summit, November 2017
• Case Study: Transfer Pricing vs Financial Reporting Valuation Principles: TEI SV Chapter, March 2018
• Tax Reform Impacts on IP Migration: Tax Executive Institute Houston Chapter, April 2018
• Don’t get beat by the BEAT: 34th Annual TEI-SJSU High Tech Tax Institute, November 2018
• Financial Transaction & BEPS Action 4: TP Minds West Coast, November 2018

• Baker & McKenzie is multinational law firm with an economics consulting branch (Baker & McKenzie Consulting LLC). ((https://www.bakermckenzie.com/en)
• Managed six analysts on projects with approximately $1 million in annual revenue
• Practice focuses on intangible property valuation projects, transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Assessed transfer pricing tax exposure risk for a Fortune 500 retail multinational
• Valued intangible property acquired in the acquisition of a Fortune 500 technology firm
• Developed and prepared audit defense analysis for technology firm preparing for tax court litigation

• Investment management firm with over $100 million in AUM focused on all-cap equity securities
• Created detailed financial statements models and perform quantitative, fundamental and technical analysis
• Wrote research reports for current portfolio holdings and possible portfolio additions
• Manage client portfolios, ensuring proper diversification and recommending changes in portfolio construction