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Jeffrey D. Christmann is listed as Senior Vice President, Director of Tax Services at WSFS Bank, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Jeffrey D. Christmann.
Jeffrey D. Christmann previously worked as Global Head of Fund Tax Product & Services at Bny Mellon and Managing Director - Alternative Investment Services at Bny Mellon. Jeffrey D. Christmann holds Bachelor Of Science (B.S.), Accounting from Penn State University.
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Highly accomplished executive with a proven track record of success in global finance, tax services, and strategic management. Currently the Director of Tax Services at WSFS Bank. Prior to I was the Global Head and Executive Director of BNY Mellon's Fund Tax Product & Services Group.In July of 2021, Jeff was promoted to oversee the strategic direction of the Fund Tax Services Group, leading multiple senior teams of advisory colleagues. With indirect oversight of over 250 employees within Operations and Technology, he ensured the delivery of high-quality services to clients and maintaining operational excellence.From 2005 - 2021 Jeff held the role of Global Tax Director at BNY Mellon's Alternative Investment Services organization. In this capacity, he was responsible for managing client tax services, planning, and compliance matters for a diverse portfolio of hedge fund, endowment, and private equity fund clients.Jeff's expertise extends beyond BNY Mellon. He has also served as the Senior Financial Manager for PNC Global Investor Services, where he directed a team in preparing and reviewing financial regulatory reports for U.S. hedge fund clients. Earlier in his career, he played a pivotal role as the Senior Financial Manager/Corporate Controller at Sun Trust Banks, Inc., leading the establishment of the Strategic Finance Function and spearheading the implementation of cutting-edge forecasting systems and tools.He holds a Master of Science in Tax Law from Duquesne University and a Bachelor of Science in Accounting from The Pennsylvania State University.
Listed skills include Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds, and 4 others.
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Wilmington, DE, US
Lead a cross-functional team of tax professionals, including managers, external vendors, and preparers supporting WSFS Institutional and Bryn Mawr Trust tax reporting and compliance
New York, NY, US
Executive Director of global operations and strategic direction for BNY Mellon's Fund Services Tax Products, overseeing multiple senior teams of Advisory colleagues and indirect oversight of the 14 global Fund Tax Services teams in Operations and Technology. Formulated and implemented strategy delivering leadership to global team charged with owning and.
New York, NY, US
Directed a unit that provided client taxation services support for over 600 entities within the Alternative Investment Services, Asset Servicing and Endowment lines. Managed K-1 Services, PFIC reporting, 1099 reporting, Endowment reporting and ASC 740 within the AIS business sector.
Pittsburgh, Pennsylvania, US
Directed the Financial Reporting, Valuation and Regulatory team ensuring alignment with the Firm’s Global strategy. Led the Function in delivering strategic objectives, achieving key results and supporting PNC’s business partners in meeting their contractual and regulatory reporting obligations.
Charlotte, NC, US
Managed the financial reviews for line of business initiatives, forecasting, margin & profitability analysis, and long-range plan. Monitored and analyzed changes in key business indicators. Served as primary support to multi-lines of business’ financial teams. Provided CEO and Policy Committee with monthly commentary and financial package for review and.
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Jeffrey D. Christmann works for WSFS Bank.
Jeffrey D. Christmann is listed as Senior Vice President, Director of Tax Services at WSFS Bank.
AeroLeads has found 2 work email signals at @bnymellon.com for Jeffrey D. Christmann at WSFS Bank.
Jeffrey D. Christmann is based in Cherry Hill, New Jersey, United States while working with WSFS Bank.
Jeffrey D. Christmann has worked for Wsfs Bank, Bny Mellon, Pnc, and Suntrust.
You can use AeroLeads to view verified contact signals for Jeffrey D. Christmann at WSFS Bank, including work email, phone, and LinkedIn data when available.
Jeffrey D. Christmann holds Bachelor Of Science (B.S.), Accounting from Penn State University.
Jeffrey D. Christmann is listed with skills including Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds, Investments, Asset Management, Finance, and Financial Services.
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