senior associate tax reporting and compliance at bny mellon@ BNY Mellon
Auburn, Massachusetts, United States
Jeff Stevens
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Westfield State University
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FlashIntel GPTJeff Stevens is a highly experienced professional with 22.2 years of work experience in the banking and financial services industry. He possesses a wide range of skills including business analysis, financial management, risk management, and customer service. Based in the United States, Jeff is known for his leadership abilities and expertise in W-8/W-9 and self-certification form review and compliance. He has worked at BNY Mellon as a Tax Reporting Specialist IV, specializing in tax reporting and financial analysis. Jeff's extensive knowledge and experience make him a valuable asset in the field of finance.
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Emails and Phone Numbers
About
Team leader for Foreign/NRA Accounts, FATCA and CRS processes. Specialize in W-8/W-9 and Self-Certification form review and compliance.
Work Experience
senior associate tax reporting and compliance at bny mellon
Tax Reporting Specialist IV
Financial Services
Jeff Stevens's Professional Milestones
- Tax Reporting Specialist IV (2001-07-01~): Streamlined tax reporting processes, ensuring accurate and timely reporting for clients.
- senior associate tax reporting and compliance at bny mellon: Streamlined tax reporting processes, ensuring compliance with regulatory standards and minimizing risk.
Education
Corrections,
Criminal Justice,
Bachelors,
Bachelor Of Science,
Criminal Justice And Corrections
1993-1996Skill
Banking
Business Analysis
Financial Analysis
Management
Microsoft Excel
Project Management
Risk Management
Customer Service
Microsoft Office
Mutual Funds
Research
Microsoft Word
Outlook
Social Media
Financial Services
Leadership
Business Process Improvement
Securities
Investments
Sales
Equities
Training
Public Speaking
Time Management
Asset Management
Finance
U.s. Foreign Account Tax Compliance Act
Certification
Colleagues
Prabhuraj Munisami
vice president | application manager l data owner | specialist - data management [big data] at bny mellon technology |
Melanie Petrucci
Technology Product Owner
Revati Patil
Vice President | Product Owner | Certified Agile | Master Business Analyst | Product Management
Rishita Banerjee
Safe Product Owner | MBA-IIM Udaipur | Chief Product Officer | Product Management | Business Analysis
Mark undefined
Business Owner
Other Named Jeff Stevens
Frequently asked questions
We found 3 Jeff Stevens's email addresses
We found 2 Jeff Stevens's phone numbers
Jeff Stevens works for BNY Mellon
Jeff Stevens's role in BNY Mellon is senior associate tax reporting and compliance at bny mellon
Jeff Stevens works in the industry of Financial Services
Jeff Stevens's colleagues are Prabhuraj Munisami,Melanie Petrucci,Revati Patil
Jeff Stevens's latest job experience is senior associate tax reporting and compliance at bny mellon at BNY Mellon
Jeff Stevens's latest education in Westfield State University
