Kennedy David
About Kennedy David
Kennedy David is a Tax Reporting Specialist at SEI Investments with extensive experience in corporate actions and various tax reporting areas.
Title
Kennedy David is a Tax Reporting Specialist currently working at SEI Investments. His role involves handling complex tax reporting tasks, including CGT and Income Tax reporting.
Company
Kennedy David has been employed at SEI Investments since June 2007. SEI Investments is where he focuses primarily on CGT and Income Tax reporting, along with Section 17 18 EUSD returns and US QI Tax reporting.
Previous Experience
Kennedy David's professional background includes working as a Tax Reporting Specialist at Rothschild from 2003 to 2007 and at BPB from 1997 to 2002. His roles in these companies involved various aspects of tax reporting and compliance.
Education and Expertise
Kennedy David studied at the University of East Anglia, where he earned a BA focusing on Sociology, Economics, and History from 1981 to 1984. He has extensive knowledge in Corporate Actions, including cost apportionments, and is experienced in handling Income, ISA Admin, QI, FATCA, and CRS reporting.
Community Leadership
Kennedy David demonstrates leadership beyond his professional role by chairing the School Governors, indicating a strong commitment to community involvement and educational governance.