• Transfer Agent Quality

    US Bank (Milwaukee, WI)
    …fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment ... we protect their business interests and minimize risks. As Transfer Agent , we act as liaison and...excellent verbal, and written communications. Monitors and evaluates the quality of work as measured against timeliness, accuracy, and… more
    US Bank (01/16/25)
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  • Tax SAP Global Trade Services Manager

    Deloitte (Milwaukee, WI)
    …valuation planning, first sale for export planning, and the analysis of transfer pricing policies to work toward compliance with customs valuation requirements. + ... based on role requirements and business approval: + Licensed attorney + Enrolled Agent + Certifications: + US Customhouse Broker's License + CUSECO (Certified US… more
    Deloitte (01/13/25)
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