Eric Saba
Sr. Director Of Operations at DriveWealth
- Role
- Sr Director of Operations at DriveWealth
- Location
- Caldwell, NJ, US
- LinkedIn followers
- 500 followers
Experience
Sr Director of Operations
Feb 2022 — Present · NJ, US
Cost Basis/Tax/Retirement Reporting*Responsible for all aspects of tax preparation, planning and research for the business*Provided educational and informative tax (customer and corporate) communication strategies*Strong knowledge of 1099 and 1042-S client reporting as well as 945 and 1042 company reporting*Strong SQL analytical research, reconciliation and data managementCorporate Action/Security Master*Manage corporate actions/security master as a service to deliver meaningful enhancements and automation*Manage growing market and asset changes that impact new assets and corporate action flow
Education
Graduate of George Mason University
B.A, Business Communications
Skills
- Microsoft Excel
- Financial Services
- Accounts Payable
- Accounting
- Business Communications
- Auditing
- Operations Management
- Account Reconciliation
- Management
- Kyc
- Software Documentation
- Business Analysis
- Tax
- Fatca
- Project Planning
- Microsoft Office
- Internal Audit
- Customer Service
- Training
- Financial Analysis
- Human Resources
- Tax Reporting
- Risk Management
- Finance
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.