Kristen Kalinowski
Director
Kristen is a Director in Pinnacle’s Charlotte, North Carolina location and has over 13 years of arbitrage rebate compliance experience. She was a member of Ernst & Young’s Arbitrage Rebate Compliance Group in Memphis for more than twelve years. During her tenure with the Ernst & Young, she has served as a Project Director and a Quality Advisor on over 2,000 rebate calculations. As a Director, Kristen performs a detailed technical review of the rebate calculation to ensure compliance with the Regulations.
In addition to her experience in preparing and reviewing arbitrage rebate engagements, she also has experience with computing commingled fund allocations, preparing yield restriction analyses, determining transferred proceeds allocations, and preparing spending exception calculations. Kristen also has experience in the preparation and representation of issuers before the Internal Revenue Service relative to requests for the recovery of overpayments under arbitrage rebate provisions.
The clients represented by Kristen include state and local governments, including states, cities, counties, water/sewer authorities and school districts; 501(c)(3)’s; and various types of healthcare facilities.
Kristen has been a quest speaker for several corporate trust departments’ educational sessions. Kristen is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. She graduated from the University of Mississippi with a Bachelor of Accounting and is a Certified Public Accountant.