Sarah Roberts

Role: Vice President, Relationship Management at GlobeTax
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Vice President, Relationship Management
GlobeTax
May 2021 — Present

Education

Alfred Lerner College of Business & Economics at University of Delaware
Bachelor's Degree, Business Management/Finance
2008 — 2012

Skills

Powerpoint
Access
Social Media
Research
Nonprofits
Microsoft Office
Analysis
Finance
Excel
Customer Service
Social Networking
Time Management
Microsoft Excel
Microsoft Access
Leadership
Data Analysis
Microsoft Powerpoint
Spreadsheets
Public Speaking
Marketing
Word
Teamwork
Windows
Microsoft Word
Statistics

Contact information

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Work email
•••••@globetax.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••46

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Current company

GlobeTax

Financial Services · 196 employees · Founded 1992 · New York, New York, United States

GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain. For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. In these combined capacities, we process more than 20 million reclaims a year for clients in more than 40 countries. Contact us at I•••@GlobeTax.com to learn more about how you can benefit from our services.

globetax.com

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Experience

Vice President, Relationship Management

Education

Alfred Lerner College of Business & Economics at University of Delaware

Skills

Find verified contacts for anyone on LinkedIn