Marsh & McLennan Companies has announced that Dina Shapiro has been appointed Vice President, Head of Tax, reporting to Marsh & McLennan Companies Chief Financial Officer Mike Bischoff, effective March 30, 2015.
Ms. Shapiro will be based at Marsh & McLennan Companies’ corporate headquarters in New York City.
In this role, Ms. Shapiro will be responsible for financial reporting, project planning and development, global tax compliance, tax treatment of continuing operations, tax examinations, budgeting, and business planning. Ms. Shapiro will also advise the Executive Committee, Audit and Finance Committees, and the Board of Directors on tax-related issues.
Ms. Shapiro joins Marsh & McLennan from American Express, where she was Senior Vice President, Tax, with responsibility for tax planning, exposure management, tax compliance, and accounting since 2012. In that role, Ms. Shapiro additionally provided guidance on tax legislative and regulatory matters and business support with respect to all forms of income and non-income taxes. Ms. Shapiro joined American Express in 2010 as Head of International Tax.
“I am delighted to welcome Dina to Marsh & McLennan,” said Mr. Bischoff. “With her deep and wide-ranging tax experience, she will be an excellent addition to our leadership team.”
Prior to American Express, from 2006 to 2010, Ms. Shapiro served as Chief Tax Officer for GMAC, where she oversaw the tax department team comprising more than 60 professionals in six locations covering all GMAC businesses globally, including auto finance, mortgage operations, and structured finance. Prior to GMAC, Ms. Shapiro spent 11 years at Citigroup where she held numerous senior roles, including Senior International Tax Counsel and Deputy Head of Tax.
Ms. Shapiro received her undergraduate degree from State University at Binghamton, her law degree from Fordham University, and her LLM in Taxation from Georgetown University Law Center.
PwC US has announced the addition of John Walker, who has joined the Denver office as a tax partner.
Walker will be focusing on the private equity, venture capital and banking sectors of PwC’s financial services practice.
Prior to joining PwC, he served as the vice president of tax at Reyes Holding, LLC and before that, he spent 21 years as a tax professional with KPMG, serving as a tax partner for 9 of those years. He has a bachelor’s degree in architecture and an MBA in accounting from the University of New Mexico. Walker is a CPA licensed in Colorado and New Mexico.
GE has announced the appointment of three new Company officers. Effective January 1, 2015, GE will have 195 officers globally who lead large revenue-generating businesses or are in critical technology or functional roles, helping to drive growth.
Michael Gosk, 44, has been appointed vice president, global tax director for GE Capital.
Gosk joined GE in 2008 and has held a series of leadership roles in tax for GE Capital. Most recently, he served as GE Capital tax director. Gosk holds a master of laws in taxation from New York University School of Law and earned his Juris Doctor from the University of Connecticut in Hartford, Connecticut.
Prior to joining GE Michael was a tax partner at McDermott Will & Emery and before that a partner at KPMG.
Phillips Edison & Company has announced the appointment of Thomas L. Drake, CPA to the role of Vice President of Tax. In his new role, Mr. Drake will be responsible for leading all aspects of the tax functions for the organization.
Mr. Drake has over 30 years of accounting industry experience with a primary focus in tax services. For the past 11 years, he was with Columbia Sussex Corporation where he served most recently as the Vice President, Tax. Prior to his role at Columbia Sussex Corporation Mr. Drake was a Senior Tax Manager at KPMG, LLC and Ernst & Young, LLC.
“We are thrilled to have someone with Tom’s tremendous experience in tax join our leadership team. Tom’s expertise will serve as a great asset to Phillips Edison as we continue to grow,” said Devin Murphy, Principal and CFO at Phillips Edison.”
“Phillips Edison is a leader in the real estate industry and I am honored to join this team. I am excited to join such a fast growing and dynamic company,” Drake said.
Mr. Drake received his B.S. in Business Administration from the University of Nebraska at Omaha. He is a Certified Public Accountant and active member of the American Institute of CPAs, Ohio Society of CPAs, and the Tax Executive Institute.
Phillips Edison & Company offers a complete range of retail solutions for investors and retailers. The Company has an operating platform designed to optimize property value and consistently deliver a great shopping experience. Phillips Edison provides retail services including development, redevelopment, leasing and management of retail centers. Established in 1991, the company’s portfolio currently includes a national footprint of retail properties. The Company has corporate offices in Cincinnati, Salt Lake City, New York City and Atlanta.
Crawford & Company has promoted Holly Boudreau to the position of vice president – Global Tax. Boudreau had served as Crawford’s director of tax accounting since June 2013.
“Holly has done an excellent job managing our tax accounting function,” said Bruce Swain, Crawford’s chief financial officer and executive vice president. “Her training, experience and previous service at Crawford will serve her well as she takes on this new role.”
Prior to joining Crawford & Company, Boudreau was a tax director with PricewaterhouseCoopers LLP (PwC) in its Atlanta practice. She spent the majority of her career in PwC’s New York Federal Tax Practice. During her time in New York she also served with PwC’s Washington National Tax – Federal Tax Services Practice.
Holly graduated magna cum laude with a Bachelor of Science degree in Accounting and Master of Accounting with emphasis in taxation from Florida State University. She is a Certified Public Accountant in Georgia and New York, and she is a member of the American Institute of Certified Public Accountants and Tax Executives Institute.
Based in Atlanta, Ga., Crawford & Company is the world’s largest independent provider of claims management solutions to the risk management and insurance industry as well as self-insured entities
GAMCO Investors, Inc. has re-hired Vince Capurso into the management team of GAMCO as General Tax Counsel.
He will also re-assume the position of Executive Vice President and Chief Financial Officer of GGCP, GAMCO’s controlling shareholder.
Vince originally joined GAMCO in 2000 as Vice President and Tax Counsel and GGCP in 2001 as Executive Vice President and Chief Financial Officer.
“We are delighted to have Vince rejoin us and we are confident that his proven cross- functional skills will continue to provide great value to all our constituents, clients, teammates and shareholders”, said Mario J. Gabelli, CEO of GAMCO.
A CPA and tax attorney, Vince has led the tax function and participated in numerous transactions of Fortune 500 and multinational companies during his career of over three decades as a senior financial executive in multiple industries.
Most recently Vince was Senior Vice President, Tax and Senior Tax Counsel of AMC Networks Inc. (NASDAQ:AMCX). During Vince’s tenure of more than three years, AMC Networks was spun-off from Cablevision and completed a $1 billion international acquisition of Chellomedia from Liberty Global.
Before AMC Networks, Vince led the tax function of Barnes & Noble for over five years during its digital and international expansion. Prior to joining GAMCO in 2000, Vince led the tax function of global investment banking and private equity firm Wasserstein Perella Group, Inc. for over five years.
Diebold, Incorporated has announced two key appointments. Henry Orphys has been appointed vice president, tax; and David Kuhl has been appointed vice president, treasury. Each report directly to Christopher A. Chapman, senior vice president and chief financial officer.
Orphys will be responsible for managing the company’s global tax function, including U.S. domestic, U.S. international and local country direct and indirect taxes, while Kuhl will be responsible for leading and overseeing Diebold’s global treasury operations.
Prior to this appointment, Orphys served as vice president, tax, at KBR, a leading global engineering, construction and services company. He has also held leadership positions in tax organizations at Lucent, Deloitte & Touche and Intel, where he spent more than a decade. Orphys received a bachelor’s degree in accounting from Louisiana State University, a master’s degree in taxation from the University of New Orleans and a juris doctorate from Tulane University.
Diebold, Incorporated is a global leader in providing innovative self-service technology, security systems and related services.
The Safariland Group , a leading global provider of a diverse range of safety and survivability products designed for the public safety, military, professional and outdoor markets, has announced that Chad Appleby has joined the Company as the Vice President, Tax based in Jacksonville, Florida.
Appleby will be responsible for leading the global tax strategy and tax operations of the Company and will report to Scott Harris, Chief Financial Officer..
“Chad joins The Safariland Group at a pivotal time as we continue to execute our plan for growth through acquisitions and international expansion,” said Scott O’Brien, President. “We are looking forward to Chad’s involvement and leadership managing the complex tax issues and tax planning opportunities we face across the Company’s global operations.”
Appleby joins the Company after spending the last nine years leading the tax department as the Senior Director, Income Tax at PSS World Medical, Inc. a publicly traded distributor of medical supplies and equipment. Prior to that, he held roles of increasing responsibility in the Denver, CO; Honolulu, HI; and Jacksonville, FL offices of KPMG (the U.S. audit, tax and advisory firm) advising clients on all areas of tax planning, reporting, and compliance. Appleby received his BBA in Accounting from the University of Wisconsin and his Masters in Taxation from the University of Denver Graduate Tax Program.
“I’m thrilled to join The Safariland Group’s financial leadership team,” said Appleby. “The Company has a proven track record in the public safety market and has a solid plan for growth. I look forward to contributing to its continued advancements both in the US and internationally.”