Tax Credit and Financial Strategy Director

Location
Candidate No.
1510620

About this Candidate

DAVRON Report for this Tax Credit and Financial Strategy Director:

  • Expertise in renewable energy and tax credit advisory, securing $431M in credits and structuring hybrid tax equity partnerships under the Inflation Reduction Act.
  • Skilled in financial modeling, risk management, and credit portfolio optimization, with a focus on aligning strategies to clients' tax liabilities and financial goals.
  • Proven ability to negotiate with federal, state, and local agencies to secure incentives and conduct due diligence to mitigate recapture risks.
  • Strong leadership background, mentoring teams, driving strategic initiatives, and delivering tailored financial solutions to enhance client success.
  • Holds a Bachelor’s degree in Economics and certifications as a Certified Credits and Incentives Professional (CCIP) and member of the Institute for Professionals in Taxation (IPT).

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