Ujjwol Lamsal
About Ujjwol Lamsal
Ujjwol Lamsal is a Senior Manager, Tax and Cost Basis Product at TD Ameritrade in Southlake, Texas, with extensive experience in tax services and cost basis analysis.
Current Role at TD Ameritrade
Ujjwol Lamsal currently serves as the Senior Manager of Tax and Cost Basis Product at TD Ameritrade. He has been holding this position since 2018 and is based in Southlake, Texas. His responsibilities include overseeing tax-related products and ensuring compliance with cost basis reporting regulations. Ujjwol’s role is crucial in managing and delivering efficient tax services for the company.
Previous Positions at TD Ameritrade
Before his current role, Ujjwol Lamsal has held several key positions at TD Ameritrade. From 2016 to 2018, he worked as the Assistant Manager of Tax Services, where he supervised the tax services team. Prior to that, from 2014 to 2016, he served as the Senior Representative of Tax Services/Government Reporting in the Dallas/Fort Worth Area. He began his journey at TD Ameritrade in 2013 as a Tax Services/Cost Basis Analyst. In his early days with the company, Ujjwol was responsible for tax reporting and cost basis analysis, contributing significantly to the company's tax compliance efforts.
Early Career as Cost Basis Analyst
Ujjwol Lamsal started his career as a Cost Basis Analyst at Aerotek in 2013. Though his tenure lasted only two months, this role provided him with vital experience in tax and cost basis analysis, which later became the foundation of his career at TD Ameritrade.
Educational Background
Ujjwol Lamsal holds a Master of Business Administration (MBA) in Management from Amberton University, which he completed in 2011. Prior to that, he earned a Bachelor of Business Administration (BBA) in Accounting from The University of Texas at Arlington in 2008. His solid educational background in business and accounting has equipped him with the necessary skills and knowledge to excel in his roles within the financial services industry.