Associate
Current
May 2011 - Present
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David Defilippis Email & Phone Number
Associate - Vendor & BPO Oversight Management Brown Brothers Harriman
at
Brown Brothers Harriman
1 work email found
@bbh.com
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✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate - Vendor & BPO Oversight Management Brown Brothers Harriman
Location
Saugus, Massachusetts, United States
Who is David Defilippis? Overview
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Quick answer
David Defilippis is listed as Associate - Vendor & BPO Oversight Management Brown Brothers Harriman at Brown Brothers Harriman, based in Saugus, Massachusetts, United States. AeroLeads shows a work email signal at bbh.com and a matched LinkedIn profile for David Defilippis.
David Defilippis previously worked as Associate at Brown Brothers Harriman and Financial Reporting Analyst at Brown Brothers Harriman. David Defilippis holds Masters Science Finance, Finance And Financial Management Services from Boston College Carroll School Of Management.
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{first}.{last}@bbh.com
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Profile bio
About David Defilippis
Experienced BPO Vendor Manager with a demonstrated history of working in the financial services industry. Skilled in Internal Audit, Analytical Skills, Microsoft Word, Asset Management, and Mutual Funds. Strong professional with a Masters Science Finance focused in Finance and Financial Management Services from Boston College - Carroll School of Management.
Listed skills include Mutual Funds, Hedge Funds, Ric Tax Analyst, Financial Reporting, and 25 others.
Current workplace
David Defilippis's current company
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4 roles · 32 years
David Defilippis work experience
A career timeline built from the work history available for this profile.
Financial Reporting Analyst
Prepare semi annual and annual financial statements and applicable filings under US GAAP, LUX GAAP and IFRS reporting standards. Prepare financial statements, regulatory, third party and management reports. Prepare supporting documentation for semi annual and annual reporting in addition to budgeting board reporting and expense processing.Complete Ad hoc.
May 2011 - Jun 2014
Ric Tax Analyst
- Timely and accurate completion of assigned tax provisions and tax returns.
- Performed all complex tax adjustments such as PFICS, Straddle Deferrals, Bond bifurcation, REITS and Swap AnalysisEnsured all work submitted was properly supported, explained and documented in accordance with.
- Undertook tax research and special projects as assigned.
- Make independent efforts to increase overall tax knowledge.Ensured all federal, state and local tax filings were completed on a timely basis
- Assisted in documentation of current and new tax policies and procedures.
- Promptly responded to all client and audit inquiries.
Dec 2007 - Dec 2010
Ric Tax Analyst
-Responsible for preparing fiscal year end and excise tax calculations for a complex range of 1940 Act Funds and partnerships.-Responsible for preparation of distribution of multi class fund spreadsheets.-Prepared calculations for estimated quarterly tax distributions requirements for quarterly paying funds.-Managed and prepared all federal, state and.
1994 - 2005
~11 yrs
2 education records
David Defilippis education
Masters Science Finance, Finance And Financial Management Services
Boston College Carroll School Of Management
Bsba, Finance
Suffolk University - Sawyer Business School
FAQ
Frequently asked questions about David Defilippis
Quick answers generated from the profile data available on this page.
What company does David Defilippis work for?
David Defilippis works for Brown Brothers Harriman.
What is David Defilippis's role at Brown Brothers Harriman?
David Defilippis is listed as Associate - Vendor & BPO Oversight Management Brown Brothers Harriman at Brown Brothers Harriman.
What is David Defilippis's email address?
AeroLeads has found 1 work email signal at @bbh.com for David Defilippis at Brown Brothers Harriman.
Where is David Defilippis based?
David Defilippis is based in Saugus, Massachusetts, United States while working with Brown Brothers Harriman.
What companies has David Defilippis worked for?
David Defilippis has worked for Brown Brothers Harriman, Deutsche Bank, and Jpmorgan Chase.
How can I contact David Defilippis?
You can use AeroLeads to view verified contact signals for David Defilippis at Brown Brothers Harriman, including work email, phone, and LinkedIn data when available.
What schools did David Defilippis attend?
David Defilippis holds Masters Science Finance, Finance And Financial Management Services from Boston College Carroll School Of Management.
What skills is David Defilippis known for?
David Defilippis is listed with skills including Mutual Funds, Hedge Funds, Ric Tax Analyst, Financial Reporting, Irs Compliance, Sec Compliane, Sec Filings, and Bloomberg.
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