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James Parillo
Tax Managing Director at KPMG US
Professional Background
James Parillo is an accomplished Managing Director at KPMG US, where he has leveraged his extensive experience in the financial services industry to excel in tax consulting and compliance. Throughout his career, James has acquired a wealth of knowledge and expertise in various areas including Private Equity, Venture Capital, Hedge Funds, Cryptocurrency, Tax Research, Organizational Behavior, and Financial Services. His unwavering commitment to excellence has allowed him to develop strong relationships with clients, ensuring that they receive comprehensive and strategic financial advice tailored to their unique needs.
James's journey in the finance sector began at Berson & Corrado, LLP as a Staff Accountant, where he laid the foundational skills necessary for a successful career in accounting and tax management. He quickly advanced to Tax Senior at Rothstein Kass, where he honed his abilities in asset management. His progressive responsibilities culminated in multiple managerial roles, including Tax Supervisor, Senior Tax Manager, and finally, Tax Senior Manager within the same esteemed firm. This trajectory not only demonstrates his dedication to professional growth but also reflects his deep understanding of the intricacies within the realm of asset management taxation.
In his current role as Managing Director at KPMG US, James is at the forefront of leading tax strategies that cater to a diverse clientele. His expertise in financial markets combined with a keen insight into evolving regulations positions him as a trusted advisor in the industry. Additionally, James is passionate about business development, actively seeking innovative solutions that drive growth for both his clients and the organization.
Education and Achievements
James Parillo earned his Bachelor of Science degree in Accounting from the prestigious Ithaca College. This solid educational foundation has not only equipped him with essential accounting principles but has also instilled a profound understanding of the ethical challenges and responsibilities that come with financial management.
Throughout his career, James has made significant contributions to the field of tax consulting. His work particularly shines in niches such as Private Equity and Cryptocurrency, areas that demand not only technical skills but also strategic foresight as markets fluctuate and evolve. He has played a pivotal role in guiding clients through complex transactions and compliance requirements, ensuring they remain in good standing with tax authorities while optimizing their financial strategies.
James's proficiency in tax research and his commitment to staying abreast of legislative changes enhance his advisory capabilities. His analytical skills, paired with a customer-centric approach, have resulted in successful outcomes for numerous ventures, especially those involving high-net-worth individuals and investment funds.
Achievements
James has built a reputation as a knowledgeable and reliable expert in the financial services sector. With a career spanning over a decade, he has consistently demonstrated a passion for helping clients navigate the intricate landscape of taxation in asset management. His leadership and expertise have not only benefited his clients but have also significantly contributed to KPMG’s robust reputation as a leading firm in the financial advisory space.
His background reflects a continuous path of growth and learning, marked by successful tenures at reputable firms and a dedication to fine-tuning his skills in areas like Tax Compliance and Organizational Behavior. As a leader at KPMG, he actively fosters a culture of collaboration and innovation, ensuring that his team is well-equipped to meet the challenges of a dynamic market.
In summary, James Parillo continues to make a substantial impact in the field of financial services, leveraging his rich background in tax consulting, compliance, and asset management to provide exceptional value to his clients. He is an influential figure who is adept at aligning financial strategy with business goals, paving the way for sustainable success in an ever-evolving financial landscape.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.