Danielle is the EY Global Customer Tax Operations and Reporting Service Leader and a member of the EY International Tax Services (ITS) practice within the Financial Services Office. She is also the Sector Leader for the Wealth and Asset Management service within ITS and is the Alternative Business Model Leader for ITS in the Americas. Her experience covers a broad range of sectors in the financial services industry including insurance, banks, broker/dealers and investment funds. She has been with the organization since 1997.
She is a member of the US Supreme Court Bar and has spoken at many international and domestic tax conferences.
Danielle received a BA from the University of Cincinnati and a JD from Cleveland-Marshall College of Law.
How Danielle is building a better working world
Danielle has developed many global investing service offerings for the EY organization including the GWTR, a web-based tax publication used by the asset management industry, the PFIC Analyzer, a source for passive foreign investment company data and the Rapid Security Analyzer, a tool which automates the process of analyzing trading positions for interest, dividends and capital gains. More recently, Danielle launched the global investing tool, the Corporate Actions Tax Analyzer, which identifies and provides the taxability on both foreign and domestic corporate actions for equity holdings.