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PUBLIC POLICY, GOVERNMENT RELATIONS, LEGISLATIVE AFFAIRS, TAXATION, FINANCIAL SERVCIES AND WEALTH MANAGMENT
A skilled tax lawyer and certified public accountant in public policy, government relations, legislative affairs, and wealth management. Proven ability to represent in federal, state and local forums with creative, persuasive oral and written communication and advocacy. Extensive executive management experience in organizational strategy development, project definition and tactical execution involving legal and financial resource planning. An effective, efficient, selfdisciplined, personable and loyal leader sensitive to clients, prospective clients, colleagues and public officials. PROFESSIONAL EXPERIENCE Harris Private Bank, member BMO Financial Group, Scottsdale, AZ 2008 - 2010 Vice President--Director/Wealth Advisor Business development, relationship management and technical advisor in strategic and tactical portfolio wealth management with financial, estate, business and charitable planning for clients and prospects. Responsible for development and presentation of public company banking and wealth management service platforms and fostering client and professional community relationships. Probate Master Appointment, Maricopa County Superior Court, Phoenix, AZ 2004 - 2006 Special Master Private Fiduciary (party consented judicial service appointment) Special court master and private fiduciary in complex probate litigation subject matter reporting to the Probate Court Commissioner and contesting parties by conduct of forensic examination of estate, discovery hearings, evidence evaluation, and party reconciliation negotiations. H.E.R.C. Products Incorporated, Phoenix, AZ 2000 - 2004 Vice PresidentOffice of General Counsel Direct report to CEO on business and litigation strategies, managed outside counsel and investor relations, constructed major client RFP responses, in charge of SBA regulatory compliance and protests, SEC and corporate filings, IRS, HR and EEOC matters, and strategy and tactics on legislative proposals before Congress; Board of Directors/executive interface (see, ADDENDUM). John A. Gulick III, ESQ., Scottsdale, AZ 1990 - 2007 Attorney at Law and Certified Public Accountant (self-employed sole private practice) Tax attorney and counselor for estate, gift and income taxation, financial planning, wills, trusts and probate, business transactions and corporate planning; legislative advocacy (see, ADDENDUM).
EMPLOYMENT HISTORY
Associate Attorney, Jekel & Howard, Scottsdale, Arizona (tax counselor; see, ADDENDUM) Criminal District Court Magistrate, County of Dallas, Texas (probable cause hearings; bonds) Associate Municipal Court Judge, City of Dallas, Texas (bench warrants, Miranda warnings) Attorney at Law and Certified Public Accountant, Dallas, Texas (sole practice; see, ADDENDUM) Senior Tax Accountant, Ernst & Whinney (Big 8 public), Dallas, Texas (see, ADDENDUM) Intern Clerkship, Kleberg, Dyer, Redford & Weil, Attorneys at Law, Corpus Christi, Texas Oil & Gas Field Production Roustabout, McFarland Energy, Inc., Sante Fe Springs, California
PROFESSIONAL LICENSES
Attorney and Counselor at Law. Arizona (active license); Texas (inactive non-resident status) Certified Public Accountant. Arizona (active license); Texas (inactive non-resident status)
PROFESSIONAL EDUCATION
Juris Doctor, Southern Methodist University Law School, Dallas, Texas (taxation emphasis) Bachelor of Science, Business Administration, With Distinction, School of Business and Public Administration (Accounting Major), University of Arizona (Honors Program), Tucson, Arizona
PROFESSIONAL ASSOCIATIONS
State Bar of Arizona; State Bar of Texas; American Bar Association; Scottsdale Bar Association; U.S. Tax Court; U.S. Court of Appeals, 5th Circuit; U.S. District Court, Northern District of Texas; Arizona Society of Certified Public Accountants; American Institute of Certified Public Accountants ("Key Person Program" congressional legislative matters, Arizona Fifth Congressional District member contact to Senator John McCain, Senator Jon Kyl, and Congressman David Schweikert)
CIVIC APPOINTMENTS:
Chairman, Bond Task Force, City of Scottsdale, Arizona (City Council appointment) Past Chairman, Judicial Appointments Advisory Board, City of Scottsdale (City Council appointment, City of Scottsdale; nominee of the Scottsdale Bar Association, member) Municipal Court Judge, pro tem (former), Scottsdale City Court (appointment by Hon. Mayor Herbert Drinkwater) Past Vice Chair, and Legislative Task Force Subcommittee Chair, Private Enterprise Review Board (PERB) (Governors appointment , Small Business Community Representative) General Public Representative, Study Committee on the Certification of Greenfields Pilot Remediation Specialists, Arizona State Legislature Joint Committee (Rep. C. Allen)
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