Calvin Perry

Calvin Perry Email and Phone Number

Investor Services Tax Associate @ U.S. Bank
Milwaukee, WI, US
Calvin Perry's Location
Milwaukee, Wisconsin, United States, United States
Calvin Perry's Contact Details

Calvin Perry work email

Calvin Perry personal email

n/a
About Calvin Perry

I am currently working as an Investment Services Analyst under the Alternative Investments Tax team in U.S. Bank's Development Program in Milwaukee, Wisconsin. Our team is responsible for completing international tax filings for investors under FATCA and CRS regulations. I also execute the registration of new investment funds in legal tax systems. I am passionate about personal finance, business operations, wealth management, and different investment types.

Calvin Perry's Current Company Details
U.S. Bank

U.S. Bank

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Investor Services Tax Associate
Milwaukee, WI, US
Website:
usbank.com/index.html
Employees:
79904
Calvin Perry Work Experience Details
  • U.S. Bank
    Investor Services Tax Associate
    U.S. Bank
    Milwaukee, Wi, Us
    View
  • U.S. Bank
    Investment Services Development Program Analyst
    U.S. Bank Jan 2023 - Present
    Milwaukee, Wisconsin, United States
    • Analyze current investors tax documents and information to verify accurate completion.• Coordinate with internal and external personnel by phone, email, and in person to complete daily functions.• Prioritize and manage multiple assignments while balancing strict deadlines in a high stress environment.• Uphold a high productivity level with minimal supervision by efficiently completing tasks independently.
    View
  • Best Buy
    Consultant, Sales
    Best Buy Nov 2019 - Jan 2023
    Fox Point, Wisconsin, United States
    • Advises customers about the merits of various brands of appliances, computers, televisions and more • Performs customer service and warehouse duties including organization and fulfillment
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  • St. Norbert College
    Bursar Office Assistant
    St. Norbert College Feb 2021 - Dec 2022
    De Pere, Wisconsin, United States
    • Provided quality customer service over the phone and in person at the front desk.• Recorded important documents• Adjusted and balanced student accounts
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  • U.S. Bank
    Alternative Investments Intern
    U.S. Bank Jun 2022 - Aug 2022
    Milwaukee, Wisconsin, United States
    • Reconciled investors' tax forms to create accurate tax filings.• Completed filings efficiently by prioritizing competing tasks to meet the designated deadline.• Collaborated with colleagues clearly and effectively to ensure duties were completed productively.• Developed necessary knowledge and skills promptly to assist the team in necessary functions.
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Calvin Perry Education Details

Frequently Asked Questions about Calvin Perry

What company does Calvin Perry work for?

Calvin Perry works for U.s. Bank

What is Calvin Perry's role at the current company?

Calvin Perry's current role is Investor Services Tax Associate.

What is Calvin Perry's email address?

Calvin Perry's email address is ca****@****ank.com

What schools did Calvin Perry attend?

Calvin Perry attended Marquette University, St. Norbert College.

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