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As the EY Americas Financial Services Banking and Capital Markets Tax Leader for the US firm’s Financial Services Organization, Terry is responsible for directing the strategy for our banking and capital markets clients, driving thought leadership, aligning resources and confirming that we provide high-quality service to our clients.
With nearly 30 years of experience, Terry serves some of the world’s largest banking institutions, as well as various traditional and alternative investment fund managers, focusing on domestic, state and local, and international tax planning; tax compliance; customer tax operations and reporting; acquisition due diligence; and tax operations improvement — always with the objective of helping his clients solve their most complex business issues.
Terry received his BA in Economics from the College of the Holy Cross and his MS in Taxation and MBA in Accounting from Fordham University. He is a CPA licensed in New York and a member of the AICPA.
How Terry is building a better working world
“Through the years, I’ve learned that when we work collaboratively with our clients, we are able to help them solve their most complex business issues, differentiate in the market and create enhanced experiences for their clients. This is what building a better working world means to me — listening to understand the diverse needs of our clients and teaming on approaches that help them and their customers.“
