Brian Mahoney
- Role
- Middle Office Tax and Aml Analyst at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Brian Mahoney
For over 35 years, I have worked in the Financial sector focusing on Prime Brokerage and…
Experience
Middle Office Tax and Aml Analyst
Sep 2016 — Present
Tax and documentation analyst focused on the prime brokerage business. Validation of all Wells Fargo Prime Business clients as well as advise and assist other lines of business with their tax and on boarding issues. Internal subject matter expert regarding FATCA documentation and primary escalation point for clients documentation issues to meet current IRS standards. Customer point of contact for Prime Brokerage clients regarding withholding statements and withholding issues. Primary Responsibility for annual recertification of tax documentation for the prime business. Liaison for Prime accounts and internal teams for all AML documentation issues.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.