| Name | Title | Organization | Location | Info | Accuracy |
|
B... P... | Customer Tax Reporting Specialist | The Charles Schwab Corporation | San Francisco, CA | | 99%
|
|
C... T... | Managing Director of Tax Sensitive Fixed Income | Standish Mellon Asset Management Company LLC | Boston, MA | | 99%
|
|
J... M... | Vice President of Raymond James Tax Credit Fund... | Raymond James & Associates, Inc. | St Petersburg, FL | | 99%
|
|
P... B... | Director of Tax-Managed Research | Parametric Portfolio Associates | Seattle, WA | | 98%
|
|
L... S... | Tax Director | The Citco Group Limited | Fort Lauderdale, FL | | 98%
|
|
S... C... | Senior Vice President, Tax and Acquisition Service | Fremont Group | San Francisco, CA | | 98%
|
|
S... S... | Senior Vice President Tax | Instinet Group Incorporated | New York, NY | | 92%
|
|
F... S... | Managing Director, Tax Exempt Securities Division | Morgan Stanley & Co. | New York, NY | | 90%
|
|
R... P... | Assistant Vice President Tax Services New York | Fiduciary Trust Company International | New York, NY | | 90%
|
|
K... K... | Tax Manager | Barrett Associates, Inc. | Overland Park, KS | | 90%
|
|
J... P... | Vice President Tax | RAF Industries, Inc. | Jenkintown, PA | | 90%
|
|
H... H... | Global Head of Tax | BlackRock, Inc. | New York, NY | | 90%
|
|
B... F... | Vice President, Tax | Cantor Fitzgerald LP | New York, NY | | 88%
|
|
S... B... | Senior Payroll Tax Account | Edward Jones Limited | Saint Louis, MO | | 88%
|
|
D... P... | Corporate Tax Director | T. Rowe Price companies | Baltimore, MD | | 88%
|
|
T... G... | Assistant Vice President - Tax | Obsidian Finance Group LLC | Portland, OR | | 86%
|
|
P... J... | Managing Director, Global Tax-NY | Merrill Lynch & Co. Inc | New York, NY | | 86%
|
|
G... R... | Assistant Treasurer and Tax Manager of the Inve... | Standish Mellon Asset Management Company LLC | New York, NY | | 84%
|
|
M... M... | Managing Director of Tax-Exempt Sales and Trading | The Ziegler Companies Inc | Milwaukee, WI | | 84%
|
|
J... L... | Director - Tax | Pioneer Investments | Boston, MA | | 84%
|
|
T... T... | Corporate Tax Director | MFS Limited | Boston, MA | | 82%
|
|
N... K... | Managing Director Tax Exempt Securities Division | Morgan Stanley & Co. | New York, NY | | 82%
|
|
N... H... | Tax Technology Director | Merrill Lynch & Co. Inc | New York, NY | | 82%
|
|
L... M... | Vice President Treasury Operations Director-Tax | The Capital Group Companies, Inc. | Los Angeles, CA | | 82%
|
|
S... B... | Director - Tax | T. Rowe Price companies | Baltimore, MD | | 82%
|
|
J... S... | Vice President and Senior Tax Counsel | Principal Global Investors Limited | Des Moines, IA | | 82%
|
|
C... R... | Director of Tax | American Century Investments | Kansas City, MO | | 82%
|
|
B... E... | Director & Regional Head of Tax - Americas | ING Capital Advisors LLC | New York, NY | | 82%
|
|
V... F... | Director of Taxation | Lord Abbett & Co. | Jersey City, NJ | | 82%
|
|
J... P... | ATP, Accountant, Tax Coordinator | JFS Wealth Advisors LLC | Hermitage, PA | | 82%
|
|
K... M... | Director Tax / Financial Planning | Laird Norton Trust Company | Seattle, WA | | 82%
|
|
M... C... | Vice President, Accounting & Taxation | Tellone Financial Services Inc | New York, NY | | 80%
|
|
H... M... | Senior Director Corporate Tax | CVC Capital Partners | Woodbury, NY | | 80%
|
|
R... P... | Financial Controller-Corporate Tax | Principal Global Investors Limited | Des Moines, IA | | 80%
|
|
C... T... | Managing Director of Tax Exempt Fixed Income an... | Standish Mellon Asset Management Company LLC | Boston, MA | | 80%
|
|
M... R... | Tax Manager | Fidelity Investments | Montgomery, AL | | 80%
|
|
T... B... | Senior Tax Accountant | CPS Investment Advisors | Decatur, AL | | 80%
|
|
R... F... | Director, Product Tax Department | State Street Corporation | Boston, MA | | 78%
|
|
A... B... | Director - Fin Reporting & Tax | American Century Investments | Kansas City, MO | | 78%
|
|
S... G... | Tax Manager | Raymond James & Associates, Inc. | Manhattan, KS | | 78%
|
|
M... F... | Director of Taxation | Audax Group | Boston, MA | | 78%
|
|
L... K... | Director of Taxation Finance Specialist | Third Security LLC | Radford, VA | | 78%
|
|
M... P... | Tax Preparer | Brent Financial Group | Wappingers Falls, NY | | 78%
|
|
S... G... | Tax Preparer | Brent Financial Group | Wappingers Falls, NY | | 78%
|
|
R... C... | Tax Counsel and Vice President of Public Affairs | Pacific Corporate Group LLC | La Jolla, CA | | 76%
|
|
T... S... | Tax Manager | Gores Technology Group LLC | Novato, CA | | 76%
|
|
M... M... | Director of Tax Planning - Fidelity Investment | Fidelity Investments | Dothan, AL | | 76%
|
|
H... K... | Tax Supervisor | CPS Investment Advisors | Lakeland, FL | | 74%
|
|
D... R... | Head of Trading - Tax Exempt B | Standish Mellon Asset Management Company LLC | Boston, MA | | 74%
|
|
G... F... | Partner / Director Investment Tax Strategy | Lexington Wealth Management | Lexington, MA | | 74%
|