Location
Legal Issues
- Employment Law
- Employee Benefits, Employment Contracts, Employment Discrimination, ERISA, Overtime & Unpaid Wages, Sexual Harassment, Whistleblower, Wrongful Termination
- Securities Law
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Employee Benefits Law
- ERISA / Pension
- Executive Compensation Law
- Executive Divorce
Costs
Certificates
Securities Compliance
FINRA
FINRA
Languages
Accepted Jurisdictions
Virginia
Since 1996
Federal Circuit
Since 1989
California
Since 2005
U.S. Supreme Court
Since 1992
Indiana
Since 1988
Iowa
Since 1996
District of Columbia
Since 1994
Nevada
Since 2003
U.S. Tax Court
Since 1988
Florida
Since 2002
Michigan
Since 1994
5th Circuit
Since 1989
U.S. Court of Military Appeals
Since 1988
U.S. Court of International Trade
Since 1989
9th Circuit
Since 1989
Experience
- Senior Policy Advisor
United States Department of Labor
2017 - Western Region Division Leader - Benefits Advisory & Compliance Services
Towers Watson
2010 - Managing Director - Global Compliance
Buck Consultants
1997 - Senior Consultant - Legal
Towers Perrin
1992 - Tax Lawyer
KPMG
1988
Educations
Harvard Law School
LLP | Law, Leadership & PracticeGraduation year: 2010
Massachusetts Institute of Technology
Adv. diploma | Innovation & StrategyGraduation year: 2009
University of Pennsylvania
Wharton School - Adv. Diploma (2008) | FINRA / SecuritesGraduation year: 2006
University of Leicester School of Law
LL.M. | European Union LawGraduation year: 2001
Pepperdine University
Ph.D. | Institutional ManagementGraduation year: 1996
Harvard University
Diploma | Behavioral FinanceGraduation year: 1998
University of San Diego School of Law
LL.M. | TaxationGraduation year: 1987
University of San Diego
M.A. | International RelationsGraduation year: 1986
University of Beijing (Normal College of Law)
Diploma | Chinese Comparative LawGraduation year: 1988
Oxford University (Magdalen College of Law)
Diploma (1987) | British Comparative LawGraduation year: 1987
Schiller "Heidelberg" Universitat
M.B.A. | International ManagementGraduation year: 1985
University of San Francisco
B.S. | Organizational ManagementGraduation year: 1984
Loyola Marymount University
B.B.A. | Business / AccountingGraduation year: 1981
Loyola Marymount University
Diploma | Organizational BehaviorGraduation year: 1981
