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As Operations Leader for the Fiduciary/Trust Tax Services practice, Wendy is responsible for directing the professional efforts of more than 250 tax professionals globally.
Wendy joined Ernst & Young LLP in 2001 after spending six years with The Ayco Company, L.P. Wendy spent more than 12 years with the EY Employee Financial Services practice, where she was responsible for development, deployment and continuous improvement of employer-sponsored tax, financial education and counseling programs. In 2013, Wendy took on responsibility for integration and ongoing operations of the Fiduciary/Trust Tax Services and Fiduciary/Trust & Estate Accounting Services practices that joined Ernst & Young LLP from Thomson Reuters (Tax & Accounting) Inc.
Wendy holds an MBA and BS in Accounting from the University at Albany, State University of New York, is a Certified Financial Planner™, a Registered Investment Advisor Representative (Series 65) with the National Association of Securities Dealers, and holds a Certificate in Health Care Reform Studies from the American College.
How Wendy is building a better working world
“I am a longstanding contributor to the professional development of colleagues and industry peers, having developed and delivered training as part of EY national programs. I strive to bring out the best in my team, inspiring our tax professionals to achieve their goals through effective mentoring and guidance.”
