anne robinson

anne robinson

tax director

About

Senior Regional Tax Manager at The Ayco Company, L.P.

Country

united states

City

dallas

Industry

financial services

Skill

high net worth individuals, tax preparation, financial analysis, income tax, accounting, series 7, estate planning, tax, strategic financial planning, investments, retirement planning, wealth management, tax accounting, investment advisory, asset allocation, management, tax research

Experience

ayco, a goldman sachs company

tax director

ayco, a goldman sachs company

2007-4 - Present · 19 yrs 6 mos

With a rich 40-year history in the areas of financial planning, education and investment services, we develop and assist in implementing holistic financial solutions to help our clients achieve their goals.Our areas of focus are:Financial CounselingWe apply world-class research and an unmatched breadth and depth of resources to build clear, continuous and caring financial relationships. Family OfficeWe coordinate follow-through across disciplines to provide accessible, personalized financial stewardship for generations.Investment ManagementWe apply expert knowledge and manage risk with discretion and transparency to optimize financial outcomes.

Education

baylor university

baylor university

2004-1 - 2006-1 · 2 yrs 1 mo

anne robinson's Contact Information

Email

******@***.com

Phone

(**) *** ****

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