Cody Collins

Asset and Wealth Management - Portfolio & Tax - Operations Analyst @Goldman Sachs

Salt Lake City, UT, US

Issue client tax reports across multiple jurisdictions prior to regulatory deadlines• Find creative solutions to problems while providing excellent client service• Provide training to PWM Advisor teams regarding tax reporting update• Partner with the Business and Engineering to improve operational processes and workflows• Monitor and perform data validation to ensure accurate realized gain/loss reporting• Review corporate action events to capture appropriate cost basis updates

Brigham Young University

Bachelor's degree, Finance, General