Verified recordFinancial Services

Bret E. Apfelbaum

Financial Reporting & Account Reconciliation Analyst Tax Reclaim, Documentation, & Finance Analyst at Bny Mellon

Based in Pittsburgh, United States

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Seniority

Staff

Department

Other

Location

Pittsburgh

Industry

Financial Services

Company size

54K

Contact information

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Email

1 credit

b•••••••@bnymellon.com

Phone

5 credits

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Background

About Bret E. Apfelbaum

On mobile? Learn more about me here!(click) Not everybody discovers what they truly love to do. My name is Bret Kreiger and fortunately, I discovered my passion for economics and numbers. This transformed me into financial professional, and has continued to inspire along this career path. Currently assisting clients with the complexities of filing for tax reclaims on foreign securities in the global market is my niche. I analyze & determine account entitlements, translate tax eligibility, perform account reconciliation, and review/create client documentation for the sub custodians as required. In the past three years, I have been able to recapture upwards of in taxes for our clients. Skills: Reporting, Analyzing, Investigating, Communicating, Problem Solving, Auditing, Budgeting, Monitoring, Reconciling, Researching, Processing, Prioritizing, Evaluating, and Identifying. Specialties: Financial Accounting & Reporting, Financial Analysis, Documentation Preparation & Audit, Economic Data, Financial Data Analysis, Market Research, Account Reconciliation, Statistics, Trend Analysis, Accounting Principles, and Account Analysis. Reach out to me if you would like to learn more or are interested in talking economics or hockey. I am always open to making new professional acquaintances and learning about new companies, people, and opportunities. Contact Information BretKreiger@gmail.com 724-309-8099

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