David serves as Director of Business Development at Scriba. In combination with his background in finance and accounting, David has over 5 years of executive leadership experience in sales, professional services, HR and tax consulting. David brings a proven track record of building high-performing teams and driving substantial revenue growth through consultative selling and strategic partnership development.
Prior to joining Scriba, David demonstrated exceptional leadership as the Vice President of Sales at Escalon Services, where he helped top venture funds and technology companies streamline their back-office operations. During his time at Escalon, he managed the consolidation of sales and marketing teams through multiple strategic acquisitions, before the company was in turn acquired by New Harbor Capital, a leading PE fund out Chicago.
David earned his BS in Business Administration with a double option in accounting and finance from CSU Hayward in 2012. Outside of his professional pursuits, David is an avid outdoorsman having thru hiked both the Pacific Crest Trail (2013) and Continental Divide Trail (2014). He continues to share his love of nature and the outdoors with his wife and two young children.
With over a decade of experience in the personal tax advisory space, Pasquale is a trusted expert in navigating the complex tax landscape for ultra-high-net-worth individuals, professionals with rising tax complexity, families, and their related entities. Prior to joining Scriba, Pasquale served as a Manager in the Private Wealth Tax Practice at Deloitte, the world’s leading accounting firm.
His experience focuses on sophisticated tax planning and compliance strategies for individuals, trusts, estates, and gift matters. Pasquale has a proven track record of advising clients on intricate tax issues, guiding them through audits, and representing them in tax controversy matters. He is also a recognized leader in the industry, frequently facilitating technical trainings and playing an active role in the growth and development of the Private Wealth Tax Practice in his prior firm. Prior to his time at Deloitte, Pasquale spent the first seven years of his career at mid-size firm Citrin Cooperman where he developed his foundation in tax technical skills.
Pasquale is a Certified Public Accountant licensed in the State of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA), where he proudly serves as President of the Westchester County Chapter.
With 18 years of experience in tax and related accounting fields, Terri is a highly organized Tax Administrator specializing in the coordination and management of tax-related processes for individuals, corporations and accounting firms. She brings strong expertise in managing tax calendars, preparing compliance documentation, coordinating with internal departments and external agencies, managing high volumes of tax documentation and supporting the work of tax accountants and advisors.
Will is a Certified Public Accountant with nearly 15 years of experience specializing in business and high-net-worth taxation. He advises clients on complex tax matters, including corporate tax, multi-tiered partnership structures, intricate allocation methodologies, and private investment vehicles. Will is known for his technical precision and ability to simplify highly nuanced tax issues for his clients. Prior to joining Scriba, Will served as a Tax Director at Citrin Cooperman.
His expertise extends to Section 1031 like-kind exchanges, where he guides clients through deferral strategies, compliance requirements, and optimal structuring of real estate and investment property transactions. Will works closely with individuals, families, and closely held businesses to deliver tailored tax solutions that support long-term financial and estate planning goals.
Throughout his career, Will has developed a reputation as a trusted advisor to those with sophisticated tax needs. His proactive approach, deep technical knowledge, and strong client relationships make him a valuable resource in navigating today’s complex tax landscape. He is a licensed CPA and active member of the accounting community.
