Paul Poccio
Associate Director at Ss&c Globeop
Based in New York, United States
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Seniority
Director
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
5.4K
Contact information
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p•••••••@sscglobeop.com
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Background
About Paul Poccio
A results-driven Mutual Fund Tax Leader with extensive experience in the Financial Services and Investment Management sector, providing comprehensive tax advisory, compliance, and planning services to prominent financial institutions. I specialize in Regulated Investment Companies (’40 Act Funds) and have deep expertise in Exchange-Traded Funds (ETFs). I also have experience with, Digital Assets Private Partnerships, Common Trust Funds, and Business Development Companies (BDCs).Beyond tax strategy and compliance, I have held various in-house fund roles, encompassing financial reporting, fund administration, and treasury functions. My ability to navigate complex tax regulations while optimizing fund structures has made me a trusted advisor to clients and colleagues alike.What Drives MeI thrive on being the go-to resource that peers and clients turn to for collaboration, problem-solving, and strategic insights. Sharing my industry knowledge and technical expertise to ensure the successful execution of projects is what I find most rewarding. I take pride in fostering strong professional relationships and driving efficiency in a constantly evolving regulatory environment.Technical Skills & Expertise Tax Compliance & Advisory: Mutual Funds, ETFs, Digital Asset Products, BDCs, Common Trust Funds Regulatory & Reporting: Investment Company Act of 1940, ASC 740, Shareholder Reporting Financial & Fund Operations: Tax Provisioning, Financial Statement Review, Treasury Functions Technology & Research Tools: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Adobe, Bloomberg, CCH, BNA, RIA Thomson Reuters
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