Yuan L.

Director

Yuan L. is an experienced professional in tax transformation and technology, currently serving as Associate Director at SS&C Technologies since January 2022. Prior roles include Associate Director at KPMG US, where responsibilities focused on integrating tax automation with data analytics, developing client onboarding processes, and managing tax calculation tools, as well as a tenure at J.P. Morgan as Financial Services Tax AVP, where Yuan led communication efforts, ensured compliance, and enhanced productivity through automation projects. Educational qualifications include a Master of Business Analytics from Bentley University and a Master's degree in Accounting from Suffolk University, complemented by a Bachelor's in Accounting from Southwestern University of Finance and Economics.

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