Phil Gitlin

Phil Gitlin Email and Phone Number

Portfolio Account Adminstrator II at Raymond James Financial Inc. @ Raymond James Financial Inc.
st. petersburg, florida, united states
Phil Gitlin's Location
Plant City, Florida, United States, United States
Phil Gitlin's Contact Details

Phil Gitlin personal email

n/a

Phil Gitlin phone numbers

About Phil Gitlin

Phil Gitlin is a Portfolio Account Adminstrator II at Raymond James Financial Inc. at Raymond James Financial Inc.. He possess expertise in microsoft office, investments, business analysis, process improvement, analysis and 17 more skills.

Phil Gitlin's Current Company Details
Raymond James Financial Inc.

Raymond James Financial Inc.

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Portfolio Account Adminstrator II at Raymond James Financial Inc.
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Phil Gitlin Work Experience Details
  • Raymond James Financial Inc.
    Portfolio Account Adminstrator Ii
    Raymond James Financial Inc. Nov 2012 - Present
    St Petersburg, Fl
    Research, resolve and update open and or incorrect cost basis positions to ensure that account profiles and realized gain loss reports reflect accurate information to be presented on clients Tax Return documentation.
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  • First Coast Service Options, Inc.
    Auditor Ii
    First Coast Service Options, Inc. Mar 2011 - Nov 2012
    Tampa, Fl
    Performed comprehensive testing of reimbursable Medicare expenses of Hospitals and End Stage Renal Disease Clinics by verifying compliance with applicable Medicare regulations.
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  • Pwc
    Process Specialist
    Pwc Jan 2010 - Mar 2011
    Tampa, Fl
    Prepared corporate and partnership extensions and returns.
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  • Citigroup
    Tax Analyst Intern
    Citigroup Feb 2009 - Apr 2009
    Tampa, Fl
    Analyze financial statements to prepare Tax Provisions, reconciliations and Tax returns for corporate entities within Citi
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  • Cohen And Grieb
    Tax Intern
    Cohen And Grieb Feb 2008 - Apr 2008
    Tampa, Fl
    Reviewed and evaluated client documents in preparing individual Tax Returns.
  • Xerox Capital Services, Llc
    Internal Control Specialist
    Xerox Capital Services, Llc Jan 2001 - Sep 2007
    St Petersburg, Fl
    SOX compliance testing, including identifying risks, developing test plans, conducting testing on internal controls and ensuring proper remediation plans are in place to close control weaknesses..
  • Xerox
    Lead Customer Business Representative
    Xerox Jan 1999 - Jan 2001
    Managed day-to-day activities for a group of administrators processing orders for Xerox equipment.Team subject matter expert acting as focal point in resolving customer, sales and system issues.
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  • Xerox
    Customer Business Representative
    Xerox Jan 1998 - Jan 1999
    Work in partnership with sales, customers and delivery carriers to ensure accurate processing and delivery of Xerox Equipment
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Phil Gitlin Skills

Microsoft Office Investments Business Analysis Process Improvement Analysis Accounting Financial Analysis Sarbanes Oxley Act Account Reconciliation Auditing Internal Controls Financial Reporting Financial Accounting Microsoft Excel Business Process Improvement Us Gaap Software Documentation Tax Portfolio Management Accounts Receivable Accounts Payable Access

Phil Gitlin Education Details

Frequently Asked Questions about Phil Gitlin

What company does Phil Gitlin work for?

Phil Gitlin works for Raymond James Financial Inc.

What is Phil Gitlin's role at the current company?

Phil Gitlin's current role is Portfolio Account Adminstrator II at Raymond James Financial Inc..

What is Phil Gitlin's email address?

Phil Gitlin's email address is le****@****zon.net

What is Phil Gitlin's direct phone number?

Phil Gitlin's direct phone number is +172736*****

What schools did Phil Gitlin attend?

Phil Gitlin attended University Of Tampa - John H. Sykes College Of Business, Bergen Community College.

What skills is Phil Gitlin known for?

Phil Gitlin has skills like Microsoft Office, Investments, Business Analysis, Process Improvement, Analysis, Accounting, Financial Analysis, Sarbanes Oxley Act, Account Reconciliation, Auditing, Internal Controls, Financial Reporting.

Who are Phil Gitlin's colleagues?

Phil Gitlin's colleagues are Andrew Littrell, Virginia Dix, Christie King, Monique Flores, Jeremy Brothers, Cfa, Frm, Brooks Jeb, Kunal Chandi.

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