Unified Fund Services
Industry: Company
DescriptionHeadquarters: Indianapolis, IN Founded: 1952 Parent organization: Ultimus Fund Solutions, LLC
Unified Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Unified Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Unified Fund Services Employees
PNC December 2012 - Present
Towne Park May 2010 - December 2012
Unified Fund Services October 2006 - April 2010
Skills
Treasury Management, Finance, Mutual Funds, Investments, Budgets, Equities, Financial Analysis, Forecasting, Management, Customer Service, Analysis, Leadership, Microsoft Excel, Derivatives, Accounting, Sales, Payroll, Financial Reporting, Fixed Income, Team Leadership, CRM, Banking, Microsoft Office, Process Scheduler, Options, ETFs, Valet Parking, Account Reconciliation, Cash Management, Outlook, Accounts Payable &..., Cash Flow Management, ACH, Onboarding, Team Building, Time Management, PowerPoint
Education
Butler University - College of Business Administration 2009 — 2012
Master's in Business Administration, Finance
Tri-State University 2002 — 2006
Bachelor's, Finance
Dial One Hour March 2015 - Present
Dial One Hour May 2014 - March 2015
Clockwork Home Services April 2013 - May 2014
TA Kaiser January 2012 - April 2013
Mr Rooter Plumbing Central Indiana April 2011 - January 2012
Dial One Hour April 2009 - March 2011
Pools of Fun August 2006 - February 2009
Unified Fund Services July 2000 - September 2005
Unified Fund Services 1998 - 2001
Skills
Residential Home HVAC..., Sales Management, Marketing Strategy, Construction Management, Construction Safety, Renovation, Service Management, Project Estimation, Account Management, Budgets, CRM, Contract Negotiation, Customer Service, HVAC, Management, Leadership, Microsoft Office, New Business Development, Residential Homes, Sales, Sales Operations, Sales Process, Selling, Strategic Planning, Team Building, Team Leadership
Education
Indiana University Bloomington 1993 — 1997
BA Social & Bahavior Studies, History, Criminal Justice
Cancer Treatment Centers of America® October 2013 - Present
FUJIFILM Medical Systems U.S.A., Inc. April 2012 - October 2013
Ascension Health, Indianapolis IN July 2011 - April 2012
CSC October 2008 - July 2011
Scopelitis, Garvin, Light, Hanson & Feary, Indianapolis, IN June 2008 - October 2008
Createc Corporation November 2006 - May 2008
Unified Fund Services November 2004 - November 2006
Skills
Active Directory, Windows Server, VMware, Disaster Recovery, Healthcare Information..., DHCP, VMware ESX, Cisco Technologies, Networking, Citrix, DNS, SAN, Windows, Servers, Troubleshooting
Education
University of Indianapolis 1992 — 1994
Physics
Cleveland Institute of Electronics
Associate's Degree, Electronics
Huntington Asset Services December 2006 - Present
Unified Fund Services January 2004 - December 2006
Unified Fund Services November 2002 - January 2004
Unified Fund Services September 1998 - November 2002
Skills
Investments, Securities, Mutual Funds, Financial Services, Telecommunications, Sales, Fixed Income, Equities, Asset Management, Wealth Management
Education
Purdue University
Bachelor of Science, Electrical Technology
Huntington Asset Services, Inc. February 2009 - Present
Huntington Asset Services December 2012 - Present
Huntington Asset Services July 2006 - January 2012
Unified Fund Services March 2006 - July 2010
Skills
SEC, Corporate Governance, FINRA, Investments, Accounting, Investment Company Act, Portfolio Management, Charles River IMS, Investment Advisers Act, Securities Regulation, Research, Customer Service, Disaster Recovery, Auditing, AML, IRS 851 Regulations, Bloomberg Classification, Compliance, Creative Problem Solving, EDGAR filings, Investment Compliance, FINRA NASD 2830, Education, Creative Writing, SEC 2a7, SEC regulations, Rule 144, Commodity Pools, Securities, Mutual Funds
Education
Ball State University
Bachelor's degree, Secondary Education and Teaching/Departmental History
Fidelity Investments January 2011 - Present
Citi Fund Services May 2006 - January 2011
AIG SunAmerica Asset Management 2002 - 2006
AIG SunAmerica 2002 - 2006
Unified Fund Services 2000 - 2002
OppenheimerFunds 1990 - 1991
Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7
Education
Regis University 1986 — 1990
Regis High School
United States Postal Service November 2013 - Present
McGladrey August 2012 - April 2013
Unified Fund Services February 2006 - October 2010
Peace Corps June 2003 - August 2005
Janus Capital Group September 1999 - March 2003
Skills
Microsoft Excel, Financial Analysis, Analysis, Budgets, Financial Services, Accounting, Process Improvement, PowerPoint, Capacity Building, Microsoft Word, Outlook, Proposal Writing
Education
University of Indianapolis 2007 — 2012
Master of Business Administration (MBA), 3.8
University of Iowa 1988 — 1992
Bachelor of Arts (BA), Economics, 3.3
FPN Oncology Hematology March 2012 - Present
St.Francis Hospital June 2009 - Present
St Francis Hospital June 2009 - March 2012
Asset Services (aka Unified Fund Services September 2004 - September 2008
Unified Fund Services August 2004 - August 2008
US Medical Management May 2002 - September 2004
Fifth Third Bank September 1997 - October 2001
American States Insurance Company (now Safeco Ins) September 1989 - July 1996
Skills
Word, Financial Reporting, Hospitals, Excel, Customer Relations, Accounting, Microsoft Office
Education
Northern Michigan University
Bachelor's Degree, Financial Management
Clarian Pharmacy Technician
Northern Michigan University
Information Control Company December 2014 - Present
PPG Industries July 2013 - December 2014
TBC Corporation September 2012 - March 2013
JP Morgan Chase May 2011 - September 2012
Limited Brands March 2007 - April 2011
Limited Brands March 2006 - March 2007
JP Morgan Chase February 2001 - February 2006
Unified Fund Services January 2000 - January 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, SAP, Process Improvement, Leadership, Sarbanes-Oxley Act, Analysis, Inventory Management, Supply Chain Management, Auditing, Business Analysis
Education
Indiana Wesleyan University
BS, Accounting, Business Administration
University of Saint Mary
MBA, Finance