Jeffrey Christmann Email & Phone Number
Senior Vice President, Director of Tax Services @ WSFS Bank
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Jeffrey Christmann Location
- Cherry Hill, NJ, US
Jeffrey Christmann Work
- 2023 -now Senior Vice President, Director of Tax Services @
- 2021 -2023 Global Head of Fund Tax Product and Services @
- 2005 -2021 Managing Director - Alternative Investment Services @
- 2004 -2005 Senior Financial Reporting Manager - Global Investor Services @
- 2000 -2004 Corporate Controller - Strategic Finance @
Jeffrey Christmann Education
- Penn State University
Bachelor of Science (B.S.) (Accounting)
- Thomas R. Kline School of Law of Duquesne University
Jeffrey Christmann Skills
- Tax Accounting
- Due Diligence
- Withholding Tax
- Tax Advisory
- Office Operations
- Generally Accepted Accounting Principles (GAAP)
- Employee Engagement
- Growth Initiatives
- Account Reconciliation
- Customer Experience
- Communication
- Operations Processes
- Tax Compliance
- Investment Portfolios
- Tax-exempt
- Trust Taxation
- Institutional Accounts
- Partnership Taxation
- IRS 1256
- Financial Forecasting
- FIN 48
- U.S. Foreign Account Tax Compliance Act (FATCA)
- Tax
- Financial Statements
- Variance Analysis
- Financial Reporting
- Internal Controls
- Vendor Management
- Financial Analysis
- Executive Management
- Managerial Finance
- Margin Analysis
- Product Lifecycle Management
- Internal Audits
- Commodities
- Endowments
- Capital Markets
- Tax Research
- Investment Management
- Tax Preparation
- Tax Law
- Financial Accounting
- Hedge Funds
- Financial Modeling
- Mutual Funds
- Investments
- Alternative Investments
- Asset Management
- Finance
- Financial Services
Jeffrey Christmann Summary
- Jeffrey Christmann, based in Cherry Hill, NJ, US, is currently a Senior Vice President, Director of Tax Services at WSFS Bank. Jeffrey Christmann brings experience from previous roles at BNY Mellon, PNC and SunTrust. Jeffrey Christmann holds a Bachelor of Science (B.S.) in Accounting @ Penn State University. With a robust skill set that includes Tax Accounting, Due Diligence, Withholding Tax, Tax Advisory, Office Operations and more. Jeffrey Christmann has 3 emails and 3 mobile phone numbers on RocketReach.
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