
Gerry Healy
Mr. Healy is a resourceful professional with over twenty years of experience helping clients achieve business objectives. His Beacon projects have focused on improving the operations of asset managers, including alternative investments, and asset service providers. He has led risk assessments and financial reporting process reviews. He also conducted an operating model redesign initiative for a global fund administrator and custodian bank. Mr. Healy spent 15 years at Deloitte where he focused on improving key tax processes by devising a knowledge management strategy and implemented solutions that improved client service quality and productivity. He was also the major contributor to the firm's national initiative to streamline the tax compliance process which resulted in significant efficiencies and provided the impetus for several subsequent initiatives including tax software development, training and outsourcing initiatives. Mr. Healy was also a tax manager at Deloitte and managed client relationships and client service engagements for high net worth individuals and several investment management companies. Mr. Healy has a B.A. (cum laude) in Political Science from Salem State College; an M.B.A from Suffolk University and a M.S. - Taxation from Bentley College. He is a certified public accountant and a member of the American Institute of Certified Public Accountants, and The Massachusetts Society of Certified Public Accountants. Mr. Healy is treasurer of New England String Ensemble and on the Board of Directors of the Ronald McDonald House.
Contact Information
617-523-4030 x232
ghealy@beaconcgi.com
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