Alan Lerner
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Alan Lerner Email & Phone Number

Tax Operations Analyst at PIMCO
Location: Hamden, Connecticut, United States 11 work roles 2 schools
1 work email found @ey.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@ey.com
LinkedIn Profile matched
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Current company
PIMCO
Role
Tax Operations Analyst
Location
Hamden, Connecticut, United States
Company size
4234 employees

Who is Alan Lerner? Overview

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Quick answer

Alan Lerner is listed as Tax Operations Analyst at PIMCO, a with 4234 employees, based in Hamden, Connecticut, United States. AeroLeads shows a work email signal at ey.com and a matched LinkedIn profile for Alan Lerner.

Alan Lerner previously worked as Senior Analyst at Ey and Senior Analyst at Ey. Alan Lerner holds Bachelor Of Science (B.S.), Accounting from Central Connecticut State University.

Company email context

Email format at PIMCO

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{first}.{last}@ey.com
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AeroLeads found 1 current-domain work email signal for Alan Lerner. Compare company email patterns before reaching out.

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Profile bio

About Alan Lerner

Experienced worker with an Accounting degree, able to take on a variety of roles.

Listed skills include Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, and 27 others.

Current workplace

Alan Lerner's current company

Company context helps verify the profile and gives searchers a useful next step.

PIMCO
Pimco
Tax Operations Analyst
Hamden, CT, US
Website
pimco.com
Employees
4234
AeroLeads page
Company profile
View company profile Email format
11 roles

Alan Lerner work experience

A career timeline built from the work history available for this profile.

Tax Operations Analyst

Pimco

Hamden, Ct, Us

Senior Analyst

Ey

Hamden, Ct

Tax Operations Analyst

Pimco

Newport Beach, California, Us

Senior Analyst

Ey

London, Gb

Staff Assistant

Ey

London, Gb

May 2021 - Aug 2023

Officer

Bank Of America Merrill Lynch

Charlotte, Nc, Us

-Trained new employees on how to validate tax forms and updating client's allocation statements. -Trained contractors on a project which exported allocation rates into a database.

Jan 2019 - Apr 2021

Senior Operations Analyst

Bank Of America Merrill Lynch

Charlotte, Nc, Us

- Validated client’s tax forms that were FATCA compliant.- Updated ownership allocation statements for MLPRO clients.

Apr 2018 - Apr 2021

Data Analyst - Contracted At Bank Of America Merrill Lynch

Signature Consultants

Fort Lauderdale, Fl, Us

• Analyzed, audited and reported information to ensure BAML clients are properly documented and compliant with the Foreign Account Tax Compliance Act (FATCA). • Applied strong knowledge of FATCA, W8/W9 series tax forms, banks’ systems and protocols to resolve multiple cases quickly in a fast-paced, high volume environment.• Communicated with Bank of America clients and employees regarding non-compliant accounts.• Entered lenders’ information in the Loan IQ software.• Helped process clients’ refunds. • Utilized Excel to manage, and organize large data sets.

May 2016 - Dec 2017

Process Analyst

Nielsen

New York, Ny, Us

• Selected as a Lead Person on a cable project.• Performed ongoing analysis of cable channels to determine if ads were running on-time, and were complete and transmitted with video and audio quality.• Performed troubleshooting and diagnostics, resolved software issues and elevated problems via ticket system.• Coordinated with technical support staff on equipment installations and replacements. • Built collaborative working partnerships with production groups from cable stations to discuss opportunities for positive change. • Used SQL to update local cable databases.

Apr 2010 - Dec 2012

Print Room Operator

Fosdick Fulfillment

Wallingford, Ct, Us

• Tracked and monitored print orders for detail, accuracy and quality.• Printed daily orders and reformatted files.• Identified opportunities for process and program improvements.• Helped to streamline and re-engineer workflows and processes.• Identified quality deficiencies and facilitated corrective actions.

Mar 2006 - Feb 2010

Systems Control Analyst

Nielsen

New York, Ny, Us

• Served in a Systems Analyst role.• Ensured the proper running of overnight batch runs.• Performed troubleshooting and identification of production and print problems.• Ensured compliance with system control processes and procedures for LANS and mainframes.• Trained employees in the Systems Control Department.

Jun 2000 - Mar 2006
Team & coworkers

Colleagues at PIMCO

Other employees you can reach at pimco.com. View company contacts for 4234 employees →

KB Kfir Ben-Zvi Kfir Ben-Zvi Colleague at PimcoNewport Beach, California, United States View → VX Victoria Xu Victoria Xu Colleague at PimcoNew York, United States View → KF Kari Furry Kari Furry Colleague at PimcoHuntington Beach, California, United States View → TA Theresa Andrade Theresa Andrade Colleague at PimcoNewport Beach, California, United States View → KV Kranthi Vangala Kranthi Vangala Colleague at PimcoAustin, Texas, United States View → JS Joseph Sosnowski Joseph Sosnowski Colleague at PimcoGreater Pittsburgh Region, United States View → MH Maximilian Huber Maximilian Huber Colleague at PimcoNewport Beach, California, United States View → AT Andy Tran Andy Tran Colleague at PimcoSanta Ana, California, United States View → AA Ahmad Ali Ahmad Ali Colleague at PimcoAlgiers, Algeria View → SP Sebastian Plaza Sebastian Plaza Colleague at PimcoRoslyn, New York, United States View →
2 education records

Alan Lerner education

Bachelor Of Science (B.S.), Accounting

Central Connecticut State University

Bachelor Of Applied Science (Basc), Sociology

Central Connecticut State University
FAQ

Frequently asked questions about Alan Lerner

Quick answers generated from the profile data available on this page.

What company does Alan Lerner work for?

Alan Lerner works for PIMCO.

What is Alan Lerner's role at PIMCO?

Alan Lerner is listed as Tax Operations Analyst at PIMCO.

What is Alan Lerner's email address?

AeroLeads has found 1 work email signal at @ey.com for Alan Lerner at PIMCO.

Where is Alan Lerner based?

Alan Lerner is based in Hamden, Connecticut, United States while working with PIMCO.

What companies has Alan Lerner worked for?

Alan Lerner has worked for Pimco, Ey, Bank Of America Merrill Lynch, Signature Consultants, and Nielsen.

Who are Alan Lerner's colleagues at PIMCO?

Alan Lerner's colleagues at PIMCO include Kfir Ben-Zvi, Victoria Xu, Kari Furry, Theresa Andrade, and Kranthi Vangala.

How can I contact Alan Lerner?

You can use AeroLeads to view verified contact signals for Alan Lerner at PIMCO, including work email, phone, and LinkedIn data when available.

What schools did Alan Lerner attend?

Alan Lerner holds Bachelor Of Science (B.S.), Accounting from Central Connecticut State University.

What skills is Alan Lerner known for?

Alan Lerner is listed with skills including Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Help Desk Support, Sql, Quality Assurance, and Basics Of Unix.

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