Steven Ellmore

Platinum Client Service Officer @Peapack Private Bank & Trust

New York, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Platinum Client Service Officer @Peapack Private Bank & Trust

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Bedminster, NJ, US

EDUCATION

2024 — 2026

Louisiana State University

Master of Business Administration - MBA

N/A

Feliciano School of Business - Montclair State University

Business Administration and Management

N/A

Columbia High School

High School Diploma, General Studies

ABOUT STEVEN ELLMORE

With over four years of work experience in various roles, I have developed strong competencies in management, communication, and teamwork. My mission is to provide efficient and effective solutions for tax operations and customer service. I am passionate about data analysis and performance improvement, and I enjoy working with diverse and collaborative teams. I am currently a Tax Operations Coordinator at Citrin Cooperman, a leading accounting and advisory firm that values innovation, quality, and integrity.In my last role, I am responsible for coordinating and overseeing the tax processing functions for the firm, ensuring compliance with federal, state, and local regulations. I also provide daily support to the tax professionals and clients, handling inquiries, issues, and requests. I use various tools and systems, such as Tableau, Excel, and 1P Dashboards, to measure and analyze key performance indicators, identify areas of opportunity, and implement best practices. I also leverage my previous experience as an Area Manager at Amazon, where I managed over 400 employees and 100k+ weekly customer orders, to enhance the quality, safety, and customer satisfaction of the tax operations.

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Steven Ellmore — Platinum Client Service Officer at Peapack Private Bank & Trust in New York, NY, US | Unifers