Sandra Menezes

Senior Manager, Mutual Fund Tax

Sandra Menezes is a seasoned tax professional with specialized expertise in Regulated Investment Companies (RICs). They began their career at J.P. Morgan and later worked at State Street, where they serviced numerous mutual funds and contributed to training initiatives. From 2017 to 2024, Sandra served as a Tax Manager at KPMG US, managing RIC client onboarding and leading a team responsible for complex fund services. Currently, as a Senior Manager in Mutual Fund Tax at Fidelity Investments, they perform detailed reviews and collaborate with IT teams to enhance operational efficiencies.

Location

Boston, United States

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