Robin Simon

Robin Simon has extensive experience in tax reporting and fixed-income trade processing.

In addition, he has experience in international, cross-border retirement tax and working closely with senior management members to provide clarity across multiple lines of business.

Mr. Simon previously worked at UBS in their wealth management department for nearly 10 years. During that time, he worked as a senior client reporting tax analyst, where he oversaw client inquiries and ensured all regulatory requirements were met.