Andrea Salik

Andrea Salik is a seasoned tax analyst with extensive experience in cost basis analysis and tax reporting, currently working at AssetMark since May 2017. Responsibilities include reviewing and updating cost basis, processing tax form requests, and conducting audits. Previously, Salik held roles at Charles Schwab and Capital Group, focusing on client reporting and system support, where complex tax reporting inquiries were addressed. Salik's background in customer service and training development, combined with a Bachelor of Arts in Communication from Arizona State University, highlights a strong foundation in both technical expertise and interpersonal communication within the financial industry.