Bio
At IHS Markit, I serve as one of the tax subject matter experts regarding the Foreign Account Tax Compliance Act (FATCA), the OECD's Common Reporting Standards (CRS), Qualified Intermediary (QI) compliance and Section 871 (m).
Experience
Summary
Prior to joining IHS Markit, I spent over 12 years with HSBC where I was seconded in the United Kingdom and acted as the Group's subject matter expert with respect to FATCA. I was also responsible for the Group's QI program; I had oversight of internal testing, audit preparation and risk management.