Preethi P.
BNY | Pershing
- Role
- Senior Client Services Representative at BNY Pershing
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Preethi P.
I am commerce and MBA graduate. I have total 8+ years of experience in Banking operations in FATCA CRS, account opening, due diligence and Taxation Regulatory reporting and Assets movement transactions.Identify the IGA countries and their taxation and evaluate all the tax forms used by FATCA.Performed the required KYC screenings on customers documenting the information obtained on the clients as required by global KYC proceed. Skilled in Microsoft Excel, Microsoft word, customer support. Experience in Reporting under US taxation, Remediation and review of W8 and W9 forms, and onboarding reviews.
Experience
Senior Client Services Representative
Nov 2022 — Present
Education
University of Madras
MBA - Master of Business Administration
2015 — 2017
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