Position:
AVP Fund Administration at UMB Fund Services
Work:
UMB Fund Services
- Greater Milwaukee Area since Nov 2006
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AVP Fund Administration
UMB Fund Services
- Greater Milwaukee Area Dec 2005 - Nov 2006
-
Fund Admin/Fund Accounting Operations Manager
UMB Fund Services
- Greater Milwaukee Area Dec 2002 - Apr 2005
-
Fund Administration/Accounting I & II
UMB Fund Services
- Greater Milwaukee Area Oct 2000 - Dec 2002
-
Investor Services Representative
Thrivent Financial
Jan 2000 - Jun 2000
-
Financial Planner
Education:
Marquette University 1997 - 1999
Bachelor of Science (BS), Finance, General
Bethany Lutheran College 1995 - 1997
Liberal Arts
Skills:
Mutual Funds, Hedge Funds, Compliance, Microsoft Office, Investment Companies, SEC reporting, Fund Administration, Financial Reporting, SEC filings, Alternative Investments, Securities, Financial Services, Finance