Gerry is Managing Director based in our Boston office. With more than 35 years of experience serving multinational companies he is considered an expert in a wide range of insurance and asset management market segments. Gerry has extensive experience with tax planning, income tax accounting, quality financial reporting, and tax compliance services. His expertise extends to joint venture and acquisition structuring, investment tax considerations, and reinsurance and life insurance reserve planning.
Gerry has experience with federal, state, and international tax minimization strategies and frequently consults on topics related to accounting for income taxes, corporate tax planning, and tax risk management.
Prior to joining CBIZ & MHM, he served in multiple leadership roles including Tax Consulting Partner at a “Big Four” firm; Vice President of Global Tax Reporting at Nassau Financial Group, a leading insurance provider; and Global Tax Planning Leader at TIAA, a Fortune 100 financial service entity.
- Life and Annuity Insurance
- Disability Insurance
- Property & Casualty Insurance
- Health Insurance
- Asset Management