Steven T.
About Steven T.
Steven T. is a Senior Product Manager at Apex Fintech Solutions in Dallas, Texas, where he has worked since 2021. He previously held a similar role at The Depository Trust & Clearing Corporation for 13 years and specializes in managing foreign tax reclaims.
Work at Apex Fintech Solutions
Steven T. has been employed at Apex Fintech Solutions since 2021, serving as a Senior Product Manager. In this role, he focuses on managing product development and addressing customer inquiries related to foreign tax reclaims. His expertise in this area allows him to effectively assist clients with complex tax-related issues.
Previous Experience at DTCC
Before joining Apex Fintech Solutions, Steven T. worked at The Depository Trust & Clearing Corporation (DTCC) for 13 years, from 2008 to 2021. As a Product Manager, he was responsible for various product management tasks, contributing to the organization’s operational efficiency and client services in the Tampa/St. Petersburg, Florida Area.
Education and Expertise
Steven T. holds a Bachelor's degree in Finance from the UCF College of Business. His educational background provides a strong foundation for his career in product management, particularly in financial services and tax-related matters.
Specialization in Foreign Tax Reclaims
Steven T. specializes in managing customer inquiries related to foreign tax reclaims. His role involves developing tools and processes to assist clients in understanding their tax obligations, particularly concerning Canadian deemed dividends. He has created Excel worksheets to detail these obligations.
Process Improvement Initiatives
Throughout his career, Steven T. has identified process inefficiencies aimed at enhancing operational controls. His initiatives have contributed to employee savings and improved workflows, particularly in the reconciliation of Canadian dividends and the management of payments in USD through foreign exchange conversions.