Stephen Umschweif Email & Phone Number
Principal, Tax Director @ Pzena Investment Management
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Stephen Umschweif Location
- New York, NY, US
Stephen Umschweif Work
- Principal, Tax Director @ (January 2025 - Present)
- Tax Director @ (January 2021 - December 2024)
- Tax Manager @ (September 2019 - December 2020)
- Senior Tax Manager @ (January 2017 - September 2019)
- Tax Manager @ (July 2013 - December 2016)
- Senior Tax Associate @ (July 2011 - July 2013)
- Tax Associate @ (December 2009 - July 2011)
- Tax Intern @ (January 2009 - May 2009)
- Tax Intern @ (January 2008 - January 2009)
- Tax Intern @ (June 2008 - August 2008)
Stephen Umschweif Education
- Pace University - Lubin School of Business
Master's Degree (Tax Law/Taxation)
2014-2016 - Pace University - Lubin School of Business
BBA/MBA (Accounting)
2004-2009 - Xavier High School 2000-2004
Stephen Umschweif Skills
- Tax
- Corporate Tax
- Tax Accounting
- Tax Research
- Due Diligence
- US GAAP
- Banking
- Capital Markets
- CPA
- Accounting
- Internal Controls
- GAAP
- SEC filings
- Sarbanes-Oxley Act
- Financial Services
- Financial Reporting
- Financial Analysis
Stephen Umschweif Summary
- Stephen Umschweif, based in New York, NY, US, is currently a Principal, Tax Director at Pzena Investment Management. Stephen Umschweif brings experience from previous roles at Pzena Investment Management and Morgan Stanley. Stephen Umschweif holds a 2014 - 2016 Master's Degree in Tax Law/Taxation @ Pace University - Lubin School of Business. With a robust skill set that includes Tax, Corporate Tax, Tax Accounting, Tax Research, Due Diligence and more. Stephen Umschweif has 3 emails and 1 mobile phone numbers on RocketReach.
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