Eric Saba

Sr Director of Operations @DriveWealth

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

Graduate of George Mason University

B.A, Business Communications