David Wood, Cpa, Mba
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David Wood, Cpa, Mba Email & Phone Number

Fund Controller at Standish Management at Standish Management, LLC
Location: Greater Boston, United States, United States 12 work roles 3 schools
1 work email found @statestreet.com 2 phones found area 617 and 877 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@statestreet.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Standish Management, LLC
Role
Fund Controller at Standish Management
Location
Greater Boston, United States, United States
Company size
387 employees

Who is David Wood, Cpa, Mba? Overview

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Quick answer

David Wood, Cpa, Mba is listed as Fund Controller at Standish Management at Standish Management, LLC, a company with 387 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at statestreet.com, phone signal with area code 617, 877, and a matched LinkedIn profile for David Wood, Cpa, Mba.

David Wood, Cpa, Mba previously worked as Senior Associate at Standish Management at Standish Management, Llc and Senior Tax Associate at PwC - Asset Management at Pwc. David Wood, Cpa, Mba holds Master Of Business Administration (Mba), Business Administration, 3.70 from University Of Massachusetts Boston.

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Email format at Standish Management, LLC

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*@statestreet.com
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AeroLeads found 1 current-domain work email signal for David Wood, Cpa, Mba. Compare company email patterns before reaching out.

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Profile bio

About David Wood, Cpa, Mba

SUMMARYMutual Fund Tax AnalysisNon-Reporting CPA License - MassachusettsWorking knowledge of Excel, Word and PowerPointOpen to and learn from feedbackDisciplined, willing to learn and a strong attention to detailStrong written communication skillsMembership with AICPA & MSCPAPassed CPA Exam.150-Hour CompliantBeta Gamma Sigma membership

Current workplace

David Wood, Cpa, Mba's current company

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Standish Management, LLC
Standish Management, Llc
Fund Controller at Standish Management
boston, massachusetts, united states
Website
standishmanagement.com
Employees
387
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Company profile
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12 roles

David Wood, Cpa, Mba work experience

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

Fund Controller At Standish Management

Current
Standish Management, Llc

Boston, Massachusetts, United States

Jul 2023 - Present

Senior Associate At Standish Management

Standish Management, Llc

Boston, Massachusetts, United States

Sep 2021 - Jun 2023

Senior Tax Associate At Pwc - Asset Management

Pwc

Boston, Massachusetts, United States

Jan 2020 - Aug 2021

Tax Administrator, Senior Associate Mutual Fund Tax

State Street

Greater Boston Area

  • Perform mutual fund tax reporting functions that ensure fund objectives
  • Review the work of Tax Administrators on less complicated funds & monthly deliverables
  • Help train new staff members about Mutual Fund Financial Services tax
  • Complete Fiscal and Excise tax returns with supporting documents that comply with MutualFund IRS Standards
  • Complete company trainings to stay up to date with current IRS tax laws and State Street’sStandard Operating Procedures
  • Provide information as required to external Audit firms and clear audit points
Jul 2017 - Jan 2020

Tax Administrator, Associate 2

State Street

Channel Center, 1 Iron Street Boston, Massachusetts 02210

  • Perform mutual fund tax reporting functions that ensure fund objectives
  • Complete Fiscal and Excise tax returns with supporting documents that comply with Mutual Fund IRS Standards
  • Complete company trainings to stay up to date with current IRS tax laws and State Street’s Standard Operating Procedures
  • Provide information as required to external Audit firms and clear audit points
  • Complete client deliverables with accuracy and in a timely fashion
  • Prepare monthly Capital Gains Estimates
Aug 2014 - Jun 2017

Pricing Specialist, Security Valuation

State Street

Channel Center, 1 Iron Street Boston, Massachusetts 02210

Distribute information to fund groups, run reports, price Mutual Funds, monitor data feeds, and report problems.Provide pricing support to client groups.Record back-up for the pricing process and apply appropriate checks.Connect with vendors to resolve pricing challenges.

Oct 2013 - Aug 2014

Msa/Mba Graduate

Umass Boston

100 Morrissey Blvd. Boston, MA 02125-3393

MSA and MBA Graduate from the University of Massachusetts Boston. Currently, working on getting my non-reporting CPA License because I passed the CPA Exam.

Jan 2012 - Jun 2014

Volunteer Tax Counselor

Dorchester House Multi Service Center

Dorchester, MA

Provided tax assistance and prepared tax returns based on information provided by the customer.Strengthened interpersonal skills while working with a diverse population.

Mar 2013 - Apr 2013

Pricing Specialist

State Street Bank

Greater Boston Area

Distribute information to fund groups, run reports, price Mutual Funds, monitor data feeds, and report problems.Provide pricing support to client groups.Record back-up for the pricing process and apply appropriate checks.Connect with vendors to resolve pricing challenges.

Aug 2010 - Dec 2011

Vita Volunteer Tax Counselor

Quincy Community Action Programs, Inc.

Quincy, Massachusetts

This was a volunteer position where I provided tax assistance, prepared tax returns, and performed quality reviews of other volunteers' work.

Jan 2010 - May 2010

Tutor For The College Of Management

Umass Boston

Greater Boston Area

I tutored Accounting, MSIS, and Business Writing for the College of Management at The University of Massachusetts-Boston.

Feb 2009 - May 2010

Tutor For Academic Support Services

The University Of Massachusetts Boston

Greater Boston Area

I tutored Intermediate Algebra for the Office of Academic Support Services at the University of Massachusetts-Boston.

Feb 2009 - May 2010
Team & coworkers

Colleagues at Standish Management, LLC

Other employees you can reach at standishmanagement.com. View company contacts for 387 employees →

ZC Zachary Coons Zachary Coons Colleague at Standish Management, Llc Dallas, Texas, United States, United States View → SB Sharon B. Sharon B. Colleague at Standish Management, Llc Plano, Texas, United States, United States View → LM Luke Myer Luke Myer Colleague at Standish Management, Llc Madison, Wisconsin, United States, United States View → KC Kevin Cook, Cpa, Cma Kevin Cook, Cpa, Cma Colleague at Standish Management, Llc Tulsa, Oklahoma, United States, United States View → DH Derrick Hungerford Derrick Hungerford Colleague at Standish Management, Llc Tacoma, Washington, United States, United States View → BM Brandon Maki Brandon Maki Colleague at Standish Management, Llc Waukesha, Wisconsin, United States, United States View → WM William Moore William Moore Colleague at Standish Management, Llc Greater Seattle Area, United States View → RB Rory Bell Ca(Sa) Rory Bell Ca(Sa) Colleague at Standish Management, Llc City Of Cape Town, Western Cape, South Africa, South Africa View → SC Sam Criscola Sam Criscola Colleague at Standish Management, Llc Denver, Colorado, United States, United States View → KP Kelly Pao Kelly Pao Colleague at Standish Management, Llc Seattle, Washington, United States, United States View →
3 education records

David Wood, Cpa, Mba education

Master Of Science In Accounting Dec 2013 Graduation Date, Accounting, Gpa: 3.70

University Of Massachusetts Boston

University of Massachusetts Boston, Boston, MA Master of Science in Accounting Dec 2013 GPA: 3.70

Bachelor Of Science In Management May 2011, Concentration: Accounting And Finance Minor: Economics, Gpa: 3.77 Summa Cum Laude

University Of Massachusetts Boston

Bachelor of Science in Management May 2011 Concentration: Accounting and Finance Minor: Economics GPA: 3.77

FAQ

Frequently asked questions about David Wood, Cpa, Mba

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

What company does David Wood, Cpa, Mba work for?

David Wood, Cpa, Mba works for Standish Management, LLC.

What is David Wood, Cpa, Mba's role at Standish Management, LLC?

David Wood, Cpa, Mba is listed as Fund Controller at Standish Management at Standish Management, LLC.

What is David Wood, Cpa, Mba's email address?

AeroLeads has found 1 work email signal at @statestreet.com for David Wood, Cpa, Mba at Standish Management, LLC.

What is David Wood, Cpa, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 617, 877 for David Wood, Cpa, Mba at Standish Management, LLC.

Where is David Wood, Cpa, Mba based?

David Wood, Cpa, Mba is based in Greater Boston, United States, United States while working with Standish Management, LLC.

What companies has David Wood, Cpa, Mba worked for?

David Wood, Cpa, Mba has worked for Standish Management, Llc, Pwc, State Street, Umass Boston, and Dorchester House Multi Service Center.

Who are David Wood, Cpa, Mba's colleagues at Standish Management, LLC?

David Wood, Cpa, Mba's colleagues at Standish Management, LLC include Zachary Coons, Sharon B., Luke Myer, Kevin Cook, Cpa, Cma, and Derrick Hungerford.

How can I contact David Wood, Cpa, Mba?

You can use AeroLeads to view verified contact signals for David Wood, Cpa, Mba at Standish Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Wood, Cpa, Mba attend?

David Wood, Cpa, Mba holds Master Of Business Administration (Mba), Business Administration, 3.70 from University Of Massachusetts Boston.

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