Managing Director - Tax@ Charles Schwab
Denver Metropolitan Area
Dana Smith
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University of Denver
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FlashIntel GPTDana Smith is a highly experienced professional with 35.8 years of work experience. She is currently the Managing Director - Tax at Charles Schwab Investment Management in the United States. Throughout her career, Dana has held various leadership positions at Charles Schwab, including CFO, CFO, and Director. She has also worked at SS&C ALPS as the SVP, Director of Tax Administration. With a strong background in financial services and consulting, Dana brings a wealth of expertise to her role.
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About
Managing Director - Tax at Charles Schwab Investment Management
Work Experience
Managing Director - Tax
Director Of Fund Tax Accounting And Financial Reporting
Financial Services
Dana Smith's Professional Milestones
- Vice President Tax Administration (2007-11-01~2012-05-01): Implementing streamlined tax processes to streamline administrative processes and improve overall efficiency.
- Managing Director - Tax (2015-10-01~): Implementing efficient tax strategies to enhance client profitability and optimize financial management.
Education
Certification
Colleagues
Kelly D Casey
Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Tim Radebaugh
Senior Product Owner
Chase Turner
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Archie Words
Business Owner
Other Named Dana Smith
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Dana Smith works for Charles Schwab
Dana Smith's role in Charles Schwab is Managing Director - Tax
Dana Smith works in the industry of Financial Services
Dana Smith's colleagues are Kelly D Casey,Saira Zafar,Tim Radebaugh
Dana Smith's latest job experience is Managing Director - Tax at Charles Schwab
Dana Smith's latest education in University of Denver
