Samuel Willard

Samuel Willard Email and Phone Number

Tax and Cost Basis Team Lead @ Altruist
Dallas, TX, US
Samuel Willard's Location
Dallas, Texas, United States, United States
About Samuel Willard

Samuel Willard is a Tax and Cost Basis Team Lead at Altruist.

Samuel Willard's Current Company Details
Altruist

Altruist

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Tax and Cost Basis Team Lead
Dallas, TX, US
Website:
altruist.com
Employees:
796
Samuel Willard Work Experience Details
  • Altruist
    Tax And Cost Basis Team Lead
    Altruist
    Dallas, Tx, Us
    View
  • Altruist
    Senior Tax & Cost Basis Analyst
    Altruist Sep 2023 - Present
    Dallas, Texas, United States
    View
  • Hilltop Securities Inc.
    Cost Basis Specialist
    Hilltop Securities Inc. Feb 2023 - Sep 2023
    Dallas, Texas, United States
    Operations group responsible for maintaining the accuracy and completion of cost basis and tax lot reporting for all accounts maintained by HilltopSecurities
    View
  • First Hawaiian Bank
    Personal Banker & Sales Manager
    First Hawaiian Bank Mar 2022 - Feb 2023
    Aiea, Hawaii, United States
    View
  • Bank Of Hawaii
    Senior Relationship Banker
    Bank Of Hawaii Sep 2021 - Dec 2021
    Honolulu, Hawaii, United States
    View
  • Bank Of America
    Relationship Banker
    Bank Of America Dec 2020 - Sep 2021
    Davis, California, United States
    View
  • Vanguard
    Cost Basis Resolution Services, Sr. Associate
    Vanguard Mar 2015 - Dec 2018
    View

Frequently Asked Questions about Samuel Willard

What company does Samuel Willard work for?

Samuel Willard works for Altruist

What is Samuel Willard's role at the current company?

Samuel Willard's current role is Tax and Cost Basis Team Lead.

Who are Samuel Willard's colleagues?

Samuel Willard's colleagues are Vijayalaxmi Chinchani, Natasha White, Lavanya Ramesh, Irma Rodriguez, Sophie Lazarus Raisoni, Subramani V, Kimberly Giannetti.

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