U.S. Bancorp Fund Services, LLC
Industry: Company
DescriptionFounded: 1969 Parent organization: U.S. Bank
U.S. Bancorp Fund Services, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Bancorp Fund Services, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Bancorp Fund Services, LLC Employees
U.S. Bancorp Fund Services, LLC April 2012 - Present
Gross Automation June 2007 - April 2012
Skills
Dependable Team Player, International Sales, Purchase Management, Inventory Control, Pricing, Purchasing, Sales, Bilingual-English/Spanis..., Mutual Funds, Global Sourcing, Sales Management, Microsoft Excel, Management, Inventory Management, Microsoft Office, Strategic Planning, Highly detail oriented, Computer Proficiency, Marketing Strategy, Leadership, Public Speaking, Team Building, Time Management
Education
St. Norbert College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
US Bancorp Fund Services LLC February 2014 - Present
University of Phoenix April 2009 - November 2013
Wisconsin Hospitality Group September 2004 - June 2009
National Salon Resources September 2007 - April 2009
Wisconsin Hospitality Group March 2006 - June 2006
Skills
Public Speaking, Higher Education, Team Leadership, Leadership, Leadership Development, Training, Staff Development, Networking, E-Learning, Teamwork, Employee Training, Adult Education, Microsoft Office, Marketing
Education
University of Phoenix
Masters, Business Administration
University of Wisconsin-Milwaukee
Bachelors of Science, Business Administration, Marketing
U.S. Bancorp Fund Services, LLC December 2013 - Present
Robert W. Baird & Co. May 2013 - December 2013
University of Wisconsin Sports Marketing Department August 2012 - August 2013
b.Line - Wisconsin School of Business Student Magazine September 2010 - December 2012
540 ESPN Radio (Good Karma Broadcasting LLC) May 2012 - August 2012
MACC Fund 2010 - 2012
Skills
Sports Marketing, Facebook, Sports, Business Writing, Microsoft Office, Microsoft Word, Adobe Audition, Financial Analysis, Mutual Funds, Promotions, Sports Radio, Microsoft Excel, WordPress, Microsoft CRM, Hootsuite
Education
University of Wisconsin-Madison 2010 — 2013
Bachelor of Business Administration, Finance, Investment and Banking; Marketing, 3.5 GPA
Iowa State University 2009 — 2010
Penn Medicine, University of Pennsylvania Health System August 2014 - May 2015
U.S. Bancorp Fund Services, LLC October 2012 - July 2014
Netcong Dry Cleaners & Laundromat September 2004 - July 2014
Colavito & Associates LLC CPAs September 2011 - October 2012
Skills
Auditing, Tax Preparation, Compilation Of..., CCH ProSystem fx, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bookkeeping, Critical Thinking, Communication, Multitasking Skills, Creativity, Teamwork, Leadership, Highly self-motivated, Energetic, Reliable, Determined to Succeed, Work Well Independently, Collaborative Problem..., Flexible, Integrity, PowerPoint
Education
University of Pennsylvania 2014 — 2015
Post-Baccalaureate Pre-Health Program
Centenary College 2012 — 2014
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2010 — 2012
Bachelor of Science, Accounting
County College of Morris 2008 — 2010
Associates of Science, Business Administration
U.S. Bancorp Fund Services, LLC July 2013 - Present
Artisan Partners February 2012 - July 2013
Turner & Flessas S.C. May 2011 - December 2011
Skills
Contract Law, Contract Management, Corporate Law, Legal Compliance, Securities, Securities Regulation, Westlaw, Financial Services, Investments
Education
Marquette University 2010 — 2012
Doctor of Law (J.D.), Law
Hamline University School of Law 2009 — 2010
Juris Doctorate, Law
University of Wisconsin-La Crosse 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Wauwatosa West High School
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
U.S. Bancorp Fund Services, LLC December 2007 - Present
Swiss Financial Services, Inc. October 2003 - October 2007
National Fraternal Congress of America November 2001 - October 2003
Skills
Relationship Management, Investments, Wealth Management, Financial Analysis, Mutual Funds, Cross Selling, Fund Accounting, Investment Management, Hedge Funds, Alternative Investments
Education
Silver Lake College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Lakeshore Technical College 1979 — 1981
Associate's degree, Accounting
US Bancorp Fund Services LLC June 2008 - Present
UPS December 2004 - May 2008
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Auditing, Bloomberg, Fund Accounting
Education
Florida Southern College 2006 — 2008
BS, Business Administration - Finance
ETF Series Solutions February 2014 - Present
Angel Oak Funds Trust 2014 - Present
U.S. Bancorp Fund Services, LLC May 2012 - Present
Griffin Condominium Unit Owners Association 2006 - Present
Thompson Hine LLP September 2008 - May 2012
Deloitte Consulting August 2003 - August 2005
Societe Generale 2002 - 2002
Skills
Mutual Funds, Securities Law, Securities Offerings, Securities, Securities Regulation, Corporate Governance, Legal Research, Corporate Law, Legal Writing, Asset Managment, ETFs, 1940 Act, Securities Exchange Act..., Asset Management, Investment Management, Equities
Education
The George Washington University Law School 2005 — 2008
JD, Law
Boston University Questrom School of Business 2000 — 2003
BSBA, Business Management and Administration
Boston University 1999 — 2003
BA, Global Business and Political Dynamics
Liberty High School 1995 — 1999
U.S. Bancorp Fund Services, LLC July 2014 - Present
U.S. Bancorp Fund Services, LLC July 2001 - July 2014
Investment Company Administration, LLC 1997 - July 2001
Wanger Asset Management June 1992 - June 1996
Calamos Asset Management April 1984 - June 1992
Bradley University September 1971 - August 1973
Northern Illinois University September 1969 - August 1971
Education
Northern Illinois University 1969 — 1972
Master of Science, Accounting
Northern Illinois University 1965 — 1969
Bachelor of Science, Accounting
US Bancorp Fund Services, LLC January 2002 - Present
Investment Company Administration, LLC January 1999 - December 2001
Investment Company Administration, LLC January 1997 - December 1998
Investment Company Administration, LLC October 1995 - December 1996
SEI Fund Resources Company April 1995 - July 1995
SEI Fund Resources Company January 1994 - March 1995
Skills
Fund Accounting, Fund Administration, Mutual Funds, Corporate Actions, SEC filings, Securities, Financial Analysis, Financial Reporting, System Conversion, Employee Training, GAAP, Accounting, Budgets, Portfolio Management, Investments, Internal Audit, Asset Management, Process Improvement, Auditing, Management, Analysis, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 1997 — 2000
MBA
University of Missouri-Columbia, College of Business 1989 — 1993
BS BA, Double Major - Finance / Real Estate
US Bancorp Fund Services, LLC August 2010 - Present
Time Warner Cable June 2010 - August 2010
Time Warner Cable May 2009 - August 2009
M&I Financial Advisors, Inc. 2008 - 2009
M&I Bank June 2005 - August 2006
Skills
Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, Accounting, Account Reconciliation, Bloomberg, Marketing
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business, Finance and Operations Management
Indiana University Bloomington
US Bancorp Fund Services, LLC
Skills
Mutual Funds, Restructuring
Education
Cardinal Stritch University 1988 — 1993
Goldman Sachs January 2015 - Present
U.S. Bancorp Fund Services, LLC April 2013 - December 2014
U.S. Bank July 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Internal Controls, Cash Flow, Financial Accounting, General Ledger, Financial Statements, Accounts Receivable
Education
Marquette University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Milwaukee 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
U.S. Bancorp Fund Services, LLC January 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2011 - January 2012
Quinn Emanuel January 2011 - April 2011
Quinn Emanuel August 2010 - November 2010
Lowenstein Sandler PC November 2009 - May 2010
Kramer Levin Naftalis & Frankel June 2007 - May 2009
Jorden Burt, LLP January 2005 - June 2007
Arnold & Porter December 2004 - January 2005
FieldWorks August 2004 - November 2004
Boston University School of Law January 2004 - May 2004
Skills
SOX, SEC filings, Securities Law, Securities Regulation, Legal Research, Legal Writing, Legal Issues, SEC compliance, SEC, Corporate Governance, Investment Company Act, Sarbanes-Oxley Act, Trusted Advisor, Contract Negotiation, Due Diligence, Corporate Law, Mergers & Acquisitions, Litigation, Legal Compliance, Financial Services, Mutual Funds, Securities, Structured Finance, Courts
Education
Boston University School of Law 2003 — 2004
LLM
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD
Columbia University in the City of New York 1994 — 1998
BA
Soft Paws, LLC June 2012 - Present
U.S. Bancorp Fund Services, LLC October 2008 - March 2010
Davis & Kuelthau, s.c. February 2007 - May 2008
The Schroeder Group, s.c., Attorneys at Law December 2005 - December 2006
Standard & Poor's August 2004 - July 2005
State of Wisconsin, Department of Justice May 2003 - November 2003
Wisconsin Court of Appeals, District II August 2002 - December 2002
Robert W. Baird & Co. Incorporated October 1999 - May 2001
Strong Capital Management, Inc. March 1996 - August 1998
Skills
Securities, Due Diligence, Legal Writing, Corporate Law, Civil Litigation, Mergers, Corporate Governance, Mergers & Acquisitions, Trial Practice, Bankruptcy, Tax, Policy, Commercial Litigation, Legal Advice, Risk Management, Appeals, Investments, Estate Planning, Contract Negotiation, Real Estate, Mediation, Legal Research
Education
Marquette University Law School 2001 — 2004
J.D., Law
Creighton University 1990 — 1994
B.S.B.A., Accounting
U.S. Bancorp Fund Services, LLC January 2015 - Present
U.S. Bancorp Fund Services, LLC January 2013 - December 2014
AIS Fund Administration October 2012 - December 2012
Skills
Bloomberg Terminal, SQL, Data Mapping, Securities, Fixed Income, Equities, Public Speaking, Data Analysis, Microsoft Excel, Accounting
Education
Fairleigh Dickinson University-Metropolitan Campus 2012 — 2014
Master of Business Administration (MBA), Finance
Fairleigh Dickinson University 2008 — 2012
BS, Business Management
Campion College
U.S. Bancorp Fund Services, LLC March 2013 - Present
Bank of America February 2011 - March 2013
Education
Montclair State University 2013 — 2015
Master of Business Administration (MBA), Finance
Montclair State University 2007 — 2011
Bachelors of Science, Finance/International Business, 3.6
EY March 2014 - June 2015
Legacy Professionals LLP January 2013 - March 2014
U.S. Bancorp Fund Services, LLC June 2011 - May 2012
Managed Health Services May 2010 - August 2010
Radke & Schlesner, S.C January 2009 - April 2009
Skills
Microsoft Excel, Accounting, PowerPoint, Financial Modeling, Microsoft Word, Financial Reporting, Financial Accounting, Finance, Financial Analysis, Management
Education
Marquette University 2011 — 2012
Master of Science (M.S.), Accounting
Marquette University 2007 — 2011
Bachelor of Science (B.S.), Accounting
University of Antwerp 2009 — 2009
International Business
U.S. Bancorp Fund Services, LLC September 2012 - Present
Huntington Asset Services January 2008 - September 2012
Ernst & Young February 2002 - January 2008
Conseco January 2000 - January 2002
Skills
Mutual Funds, Hedge Funds, Securities, Tax, Derivatives, Fund Of Funds, Financial Reporting, Financial Services, Tax Accounting, Financial Analysis
Education
Ball State University - College of Business 1997 — 1999
BS, Accounting, GPA 3.75 (in a 4.0 scale)
Guangdong Business College 1991 — 1995
Bachelor's Degree (Incomplete) in International Trade
U.S. Bancorp Fund Services, LLC June 2015 - Present
U.S. Bancorp Fund Services, LLC June 2014 - May 2015
KE Camps June 2012 - August 2013
Marquette University May 2011 - August 2013
Milwaukee Secure Dentention Facility January 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Public Speaking, Data Analysis, Research, Financial Analysis, Customer Service, Event Planning, Organization, Social Media
Education
Marquette University 2010 — 2014
Bachelor's Degree, Accounting
Marquette University 2010 — 2014
Bachelor's Degree, Finance
U.S. Bank December 2014 - Present
Regis Corporation August 2014 - December 2014
Regis Corporation September 2012 - August 2014
U.S. Bancorp Fund Services, LLC July 2011 - September 2012
Minnesota Reading Corps 2010 - 2011
Matt Harmer Real Estate Group 2009 - 2010
Milwaukee Admirals 2008 - 2009
Skills
Anti Money Laundering, Bank Secrecy Act, Financial Crimes..., Financial Reporting, Financial Analysis, Leadership, Finance, Teamwork, Business Writing, Customer Service, Public Speaking, Written Correspondence, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Social Networking, Volunteer Management, Social Media, Volunteer Coordination, Child Advocacy, Leadership Development, Team Building, Facebook, Microsoft Office, Mutual Funds, Inventory Management, Staff Development, Social Media Marketing, Editing, Budget Monitoring, Email Marketing, Business Correspondence, Office 365
Education
University of Phoenix
Bachelor of Science (B.S.), Communication
University of Wisconsin-Milwaukee
Mediation Certificate
US Bancorp Fund Services LLC September 2006 - Present
US Bancorp LLC June 2003 - September 2006
US Bancorp November 1997 - June 2003
Uzzle Cadillac 1990 - 1995
Skills
Mutual Funds, Banking, Investments, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Securities, Financial Analysis, Retirement, Series 6, Insurance, Annuity Sales, Sales, Management, Microsoft Office, Asset Allocation, Financial Services, Asset Management, Team Leadership, Call Centers, Process Improvement, Leadership, Risk Management, Finance, Team Building, Strategic Planning, Customer Service, Relationship Management, Microsoft Excel, Analysis
Education
North Carolina Central University 1987 — 1989
Public Administration
It Works! Global December 2014 - Present
US Bancorp Fund Services July 2013 - Present
All-Star Music, LLC September 2006 - Present
US Bancorp Fund Services, LLC May 2011 - July 2013
US Bancorp Fund Services, LLC June 2009 - May 2011
US Bancorp Fund Services August 2007 - June 2009
Coquette Café January 2007 - August 2007
Coquette Cafe March 2006 - August 2007
Coquette Cafe April 2005 - August 2007
Skills
Customer Service, Call Center, Mentoring, Hiring, Customer Relations, Problem Solving, Process Improvement, Vendor Management, Public Speaking, Coaching, Call Centers, Training, Employee Training, Time Management, Management, Analysis, Data Analysis, Customer Satisfaction, Team Leadership, Leadership, Microsoft Excel, Marketing, Payroll, Team Building
Education
Lakeland College 2008 — 2010
MBA, Project Management
University of Wisconsin-Milwaukee 2000 — 2003
Bachelor of Arts, English and Theatre Arts
BDO USA, LLP June 2014 - Present
US Bancorp Fund Services, LLC February 2010 - June 2014
Skills
Financial Accounting, Tax, Accounting
Education
Arizona State University 2012 — 2014
Master of Taxation, Taxation
Arizona State University 2007 — 2009
Bachelor of Science (B.S.), Accountancy
Artisan Partners January 2014 - Present
Artisan Partners April 2008 - December 2013
USBancorp Fund Services LLC November 2006 - April 2008
U.S. Bancorp Fund Services, LLC November 2005 - November 2006
JP Morgan Chase & Co. September 2003 - November 2005
North Shore Bank 2001 - 2003
Skills
SQL, Investments, Finance, Fixed Income, Agile Methodologies, SSIS, C#, Business Analysis, ETL, SSRS, Requirements Analysis, Data Analysis, Software Engineering, RSL, Perl, Alternative Investments, Fund Accounting, Options Strategies, Geneva, Systems Analysis, Fixed Assets, IrionDQ, Fixed Income Products, ETFs, CRD, SS&C's Recon, Sage PFW, Sage Fixed Assets, Java, Java Enterprise Edition, SOA, Equities, Mutual Funds, Portfolio Management, Integration, Analysis, Asset Management, Financial Analysis, Microsoft Office
Education
University of Wisconsin-Milwaukee 2005 — 2007
Master of Science, Financial Analysis
University of Wisconsin-Milwaukee 2001 — 2003
Bachelor of Science, Computer Science
Odessa State Polytechnic University 1996 — 1998
N/A, Mechanical Engineering
Northwestern Mutual August 2014 - Present
U.S. Bancorp Fund Services, LLC July 2010 - August 2014
U.S. Bancorp Fund Services, LLC November 2009 - July 2010
U.S. Bancorp Fund Services, LLC August 2007 - November 2009
U.S. Bancorp Fund Services, LLC October 2006 - August 2007
Northwestern Mutual 2005 - 2006
Skills
Financial Analysis, Microsoft Excel, Risk Management, Process Improvement, Banking, Mutual Funds, Business Analysis, Credit, Finance, Leadership, Financial Services, Analysis, Investments, Project Management, Management
Education
University of Wisconsin-Milwaukee 2007 — 2009
Master of Business Administration, Business, Finance
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Arts, Economics
Scribner, Cohen and Company, S.C. January 2014 - Present
U.S. Bancorp Fund Services, LLC May 2013 - January 2014
West Allis-West Milwaukee School District March 2008 - May 2013
Northwestern Mutual May 2012 - January 2013
Zipfizz Corporation October 2010 - May 2012
Skills
Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Microsoft Word, Outlook, Coaching, Leadership, Recruiting, Financial Analysis, English, Time Management, Program Management, Public Speaking, Financial Reporting, Fundraising, Financial Accounting, Karaoke, Windows, QuickBooks, ProSystem fx Tax, ProSystem fx Engagement
Education
University of Wisconsin-Milwaukee 2010 — 2012
Accounting
Marquette University 2006 — 2010
Menard, Inc. February 2012 - Present
Wisconsin Department of Revenue June 2010 - January 2011
Minnesota Disability Law Center January 2009 - May 2009
U.S. Bancorp Fund Services, LLC August 2007 - August 2008
U.S. Bancorp Fund Services, LLC May 2006 - August 2007
U.S. Bancorp Fund Services, LLC December 2004 - May 2006
Kathy’s House May 2004 - May 2005
Skills
Legal Writing, Legal Research, Trademarks, ADA Compliance, FMLA, Workers Compensation..., Westlaw, PowerPoint, Microsoft Word, Accounting, C++, LexisNexis, Word, Excel, FASB Codification, Contract Negotiation, Real Estate Transactions, Employment Law, Contract Law, Corporate Law, Microsoft Excel, Public Speaking, Leadership, Customer Service, Management, Microsoft Office, Analysis, Mediation, Litigation
Education
University of Wisconsin Law School 2009 — 2011
J.D.
William Mitchell College of Law 2008 — 2009
Transferred to University of Wisconsin Law School
Wisconsin Lutheran College 1999 — 2004
Bachelor of Science, Mathematics and Business Economics
Menomonie High School 1995 — 1999
H.S. Diploma
US Bancorp Fund Services, LLC 2012 - Present
AIS Group, Ltd. UK October 2006 - October 2010
AIS Group, LLC May 2004 - October 2006
Prudential Financial January 2002 - April 2004
Prudential Financial June 2000 - December 2001
Skills
Hedge Funds, Operations Management, Derivatives, Valuation, Pricing, NAV, Process Control, Performance Attribution, STP, Support Functions, Middle Office, Back Office, Fixed Income, Hedge Accounting, Equities, Fund Administration, Fund Accounting, Operational Support
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelor of Science (BS), Finance & Economics
U.S. Bancorp Fund Services, LLC May 2003 - Present
US Bank 2003 - Present
State Street October 1997 - May 2003
Heartland Funds March 1993 - October 1997
Skills
Asset Managment, Business Development, Banking, Investments, Mutual Funds, Loans, Portfolio Management, Financial Services
Education
University of Minnesota-Twin Cities 1982 — 1986
BA
Whitefish Bay High 1979 — 1982
U.S. Bancorp Fund Services, LLC July 2006 - Present
U.S. Bancorp Fund Services, LLC May 2005 - July 2006
Skills
Financial Statements, Investments, Mutual Funds, Finance, Bloomberg, Securities, SEC Filings, Asset Management
Education
Drake University
B.S., Finance
Foley & Lardner LLP October 2013 - Present
Foley & Lardner LLP June 2011 - August 2011
Crabel Capital Management, LLC November 2007 - September 2008
Crabel Capital Management, LLC July 2006 - November 2007
US Bancorp Fund Services, LLC December 2005 - July 2006
US Bancorp Fund Services, LLC January 2004 - December 2005
North Shore Bank May 2002 - January 2004
Education
Marquette University Law School 2009 — 2012
Juris Doctorate, Law, Magna Cum Laude
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2007
MS, Accounting
Chernovitsy State University 1998 — 1999
MBA
Chernovitsy State University 1996 — 1998
BA, Accounting
U.S. Bancorp Fund Services, LLC April 2012 - Present
U.S. Bank April 2008 - April 2012
HSBC January 2006 - February 2008
U.S. Bank July 2004 - December 2005
Skills
Finance, Banking, Loans, Portfolio Management, Investments, Loan Origination, Credit Cards, Accounting, Management, Payments
Education
Mt. San Antonio College 2010 — 2012
Certification in Accounting, Accounting and Business/Management
Allied Real Estate License School 2004 — 2004
Real Estate Brokers License Certification, Real Estate
University of California, Los Angeles 1998 — 2003
Bachelor of Science (B.S.), Neurobiology and Neurosciences
U.S. Bank May 2011 - Present
U.S. Bank April 2006 - May 2011
U.S. Bancorp Fund Services, LLC September 2001 - April 2006
Skills
Risk Management, Mutual Funds, Auditing, Internal Audit, Analysis
Education
St. Norbert College 1997 — 2001
U.S. Bancorp Fund Services, LLC January 2015 - Present
U.S. Bancorp Fund. Services, LLC February 2010 - January 2015
Godfrey & Kahn, S.C. September 2008 - February 2010
Skills
Securities, Litigation, Legal Research, Corporate Governance, Legal Writing, Mergers & Acquisitions, Corporate Law, Courts, Securities Regulation, Due Diligence
Education
Marquette University Law School 2005 — 2008
J.D.
Yale University 1998 — 2002
BA, Political Science
Cumberland Advisors February 2014 - Present
UMB Fund Services December 2011 - July 2013
US Bancorp Fund Services, LLC April 2002 - December 2011
US Bancorp Fund Services, LLC August 1999 - April 2002
UMB Fund Services October 1995 - August 1999
Invesco US November 1991 - October 1995
Invesco US August 1989 - November 1991
Ready Mixed Concrete - Denver Colorado July 1987 - August 1989
Skills
LLC, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Tax, Project Management, Accounting, Investments, Account Reconciliation, Fund Accounting, DST TA 2000, SEI Custody Systems, Sunguard Asset Arena, MFACT Fund Accounting..., Corporate Finance, Securities, Hedge Funds, Finance, Asset Management, Alternative Investments, Financial Analysis, Equities, Relationship Management, Portfolio Management, Due Diligence, Risk Management, Credit, Mergers & Acquisitions, Auditing, Management
Education
Georgia Regents University 1983 — 1987
BBA, Accounting
US Bancorp 2010 - Present
US Bancorp Fund Services, LLC June 2005 - December 2009
Skills
Training, Coaching, Employee Relations, Banking, Process Improvement, Recruiting, Customer Service, Change Management, Vendor Management
Education
Cardinal Stritch University 2004 — 2006
Bachelor of Business Management
U.S. Bancorp Fund Services, LLC October 2012 - Present
U.S. Bancorp Fund Services, LLC October 2011 - October 2012
U.S. Bancorp Fund Services, LLC June 2010 - September 2011
Midwest Airlines March 2008 - June 2010
Justice 2000 March 2007 - March 2008
Midwest Airlines June 2001 - March 2007
Midwest Airlines 2001 - 2006
Hotel Maria Isabel January 2005 - July 2005
Skills
Leadership, Personnel Management, Process Improvement, Training, Human Resources
Education
University of Wisconsin-Milwaukee 2001 — 2006
Bachelors, Global Studies and Global Management
Universidad de Colima 2005 — 2005
Study Abroad, International Economics, International Management & Tourism
U.S. Bancorp Fund Services, LLC January 1982 - Present
Koehring Company April 1981 - November 1981
Education
Marquette University 1977 — 1981
Bachelor of Science Business Administration, Marketing and Finance
US Bancorp Fund Services, LLC January 2007 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel
Education
Milwaukee Area Technical College 1975 — 1977
Operating Room Technician, Medicine
Pulaski High School 1973 — 1975
General
U.S. Bancorp Fund Services, LLC May 2006 - Present
Wells Fargo Fund Management, LLC May 2005 - May 2006
Strong Financial Corporation 1996 - 2005
Education
Marquette University 1998 — 2001
J.D., Securities Law
U.S. Bancorp Fund Services, LLC December 2012 - Present
AIS Fund Administration December 2011 - January 2013
AIS Fund Administration December 2008 - 2011
Citco Fund Services June 2008 - November 2008
State Street July 2004 - June 2008
Skills
Reconciliation, Fixed Income, Equities, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation, Financial Analysis, Hedge Funds, Bloomberg, Mutual Funds, Accounting, Bonds, Portfolio Management
Education
Saint Peter's University 2000 — 2004
Bachelors, Business Management
US Bancorp Fund Services, LLC June 2006 - Present
Robert W. Baird June 1999 - June 2006
BNY Clearing 1996 - 1999
Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Due Diligence, Securities
Education
Marquette University 2004 — 2008
MBA, Business
University of Wisconsin-Milwaukee 1996 — 1999
B.S. - Finance
St. Cloud State University 1992 — 1996
Finance
Marquette University High School 1988 — 1992
U.S. Bancorp Fund Services, LLC November 2011 - Present
Goldman Sachs September 2007 - November 2011
Deloitte & Touche June 2005 - September 2007
Skills
Bloomberg, Microsoft Office, Lotus Notes, Advent Geneva, Hedge Funds, Asset Management, Due Diligence, Derivatives, Equities, Alternative Investments, Fund Administration, Account Reconciliation, Monthly Close, Monthly Reporting, Year End Close, General Ledger..., Accounting, Auditing, Investments, Valuation, Year-end Close
Education
Rider University 2001 — 2005
Bachelor of Science, Accounting
VISIT Milwaukee May 2014 - Present
Kolb+Co. July 2011 - March 2014
Kolb+Co. October 2007 - June 2011
U.S. Bancorp Fund Services, LLC July 2002 - October 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, QuickBooks, Financial Analysis, Financial Statements, General Ledger, Account Reconciliation, Accounts Payable, Payroll, Accounts Receivable, Variance Analysis, Accruals, Journal Entries, Bank Reconciliation, Cash Management, Fixed Assets
Education
Purdue University - Krannert School of Management 1997 — 2001
Bachelor, Accounting
Aerotek - Assignment at JPMorgan Chase & Co. September 2014 - Present
U.S. Bancorp Fund Services, LLC July 2009 - August 2014
Skills
Risk Assessment, Financial Analysis, Compliance testing and..., Organized with..., Superior attention to...
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance
Temple University - Fox School of Business and Management 2000 — 2004
Bachelor, Risk Management and Insurance
Catholic Charities of the Archdiocese of Milwaukee, Inc April 2012 - Present
MILLERCOORS December 2009 - February 2012
THE MEDICAL COLLEGE OF WISCONSIN April 2005 - December 2009
US BANCORP FUND SERVICES, LLC June 1998 - April 2005
Skills
Financial Reporting, Budgeting, Documentation, Financial Analysis, Accounting, SAP, Risk Management, Forecasting, Excel, Accounts Payable, PowerPoint, Process Improvement, Analysis, Word, Business Analysis, Financial Management, Customer Relations, Accounts Receivable, Business Process..., Outlook, Data Analysis, Financial Planning, ERP, Business Process, Customer Service, Problem Solving, Pricing, General Ledger, Leadership, Microsoft Excel, Software Documentation, Management, Budgets, Managerial Finance, Variance Analysis, Auditing, Payroll, Banking, Internal Audit, Training, Finance, Financial Statements, QuickBooks, Human Resources, Treasury, Employee Benefits, Cash Flow, Cash Management, Account Reconciliation, Internal Controls
Education
Fitchburg State University 1994 — 1998
BSAD, Accounting / Economics
Harwood Union High School 1989 — 1993
U.S. Bancorp Fund Services, LLC January 2011 - Present
M&I Bank August 2004 - January 2009
The Frantz Group May 1999 - August 2004
Education
Ripon College 1995 — 1999
BA, History
U.S. Bancorp Fund Services, LLC October 2013 - Present
U.S. Bancorp Fund Services, LLC June 1998 - October 2013
U.S. Bancorp Fund Services, LLC October 1999 - June 2008
Skills
PowerPoint, Event Planning, Public Speaking, Project Planning, Banking, Investments, Risk Management, Portfolio Management, Equities, Financial Modeling, Credit, Business Analysis, Strategic Financial..., Mortgage Lending, Wealth Management
Education
Beloit College
Bachelor of Arts (B.A.), Creative Writing
Milwaukee Public Schools September 2009 - Present
Wells Fargo Home Mortgage April 2009 - March 2012
US BANCORP FUND SERVICES, LLC January 2001 - January 2009
CCSEL 2008 - 2009
Milwaukee Public Museum April 2000 - November 2001
Northwestern Mutual Life April 1999 - April 2000
Extendicare June 1995 - April 1999
Skills
Financial Reporting, Financial Analysis, Accounts Payable, SEC reporting, Payroll, SOX, Financial Accounting, Account Reconciliation, Excel, Problem Solving, Budgeting, Analysis, Microsoft Office, Accounting, Process Improvement, Management, Training, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Accounts Receivable, SEC filings
Education
Concordia University-Wisconsin 2002 — 2003
MBA, Finance
Upper Iowa University 1999 — 2001
BS, Accounting/Finance
Bryant and Stratton College 1997 — 1999
AA, Accounting
Reliable Door and Dock, Inc November 2014 - Present
Scolding Locks and Hollywood Hair Accessories November 2012 - October 2014
Baker Tilly Virchow Krause, LLP September 2011 - December 2012
Titus September 2008 - September 2011
GRS, LLC January 2008 - August 2008
Tarsus Group plc August 2007 - December 2007
US Bancorp Fund Services, LLC July 2004 - August 2007
Quasar Distributors, LLC., July 2004 - August 2007
US Bancorp Fund Services, LLC July 2004 - August 2007
Skills
Managerial Finance, Accounting, Auditing, Budgets, Finance, Mergers, Business Analysis, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Management, Strategy, Due Diligence, Mergers & Acquisitions, SAP, Strategic Financial..., Analysis, Financial Modeling, Project Planning, Tax, PeopleSoft, Financial Statements, Accounts Payable, Leadership, Business Process, Payroll, Pet Sitting, Business Process..., Policy, General Ledger, GAAP, Risk Management, Business Development, Management Consulting
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
Ball State University 1991 — 1995
BS
AQR Capital Management August 2013 - Present
U.S. Bancorp Fund Services, LLC January 2010 - August 2013
New York Life Insurance Company May 2008 - September 2008
Skills
Hedge Funds, SDLC, Business Analysis, Business Process..., Project Management, Requirements Gathering, Visio, SQL, SharePoint, Quality Assurance, Data Analysis, Fund Accounting, Agile Methodologies, Microsoft Excel, Usability Testing, Issue Resolution, System Migration, Software Implementation, Data Warehousing, Process Scheduler, Data Validation, User Acceptance Testing, User Interface Design, Production Support, ETL, Business Requirements, Business Intelligence, IT Strategy, Trading Systems, JIRA
Education
Fairfield University 2005 — 2009
BS, Finance, Information Systems
U.S. Bancorp Fund Services, LLC June 2006 - Present
Engemann Asset Management August 1989 - April 2006
Skills
Financial Analysis, Commercial Lending, Equities, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Loans, Consumer Lending, Relationship Management, Commercial Banking, Banking, Credit, Hedge Funds, Cross Selling, Mutual Funds, Credit Analysis, Financial Services, Securities, Alternative Investments, Investment Management, Fixed Income, Investments, Asset Management, Finance, Management, Series 7, Wealth Management, Due Diligence
Education
Citrus College 1980 — 1982
General Studies
Godfrey & Kahn, S.C. May 2011 - Present
Cub Scout Pack 85 September 2009 - October 2012
HarrisData July 2007 - March 2011
U.S. Bancorp Fund Services, LLC December 1996 - June 2007
Thompson Plumb and Associates March 1995 - December 1996
Skills
Visio, Accounting, ERP, Account Reconciliation, Business Analysis, Process Improvement, Microsoft Office, Microsoft Excel, Accounts Payable, Payroll, General Ledger, Financial Reporting, QuickBooks, Accounts Receivable, Securities, Microsoft Word, Project Management, Customer Service, Negotiation, Strategic Planning, Training, Team Building, PowerPoint, Management, Sales, Project Planning, Small Business, Software Documentation, Financial Services, Financial Analysis, Finance
Education
Lakeland College 2007 — 2015
Bachelor of Arts (BA), Accounting
Madison Area Technical College 1986 — 1988
Associate of Arts (AA), Accounting
Lincoln Financial Group August 2015 - Present
Lincoln Financial Group January 2011 - August 2015
U.S. Bancorp Fund Services, LLC October 2009 - October 2010
Northwestern Mutual August 2009 - October 2009
Medical College of Wisconsin August 2006 - May 2009
Medical College of Wisconsin June 2006 - August 2006
Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis
Education
The American College 2013 — 2014
Chartered Life Underwriter®
FINRA 2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)
FINRA 2013 — 2013
Series 63 (Uniform Securities Agent State Law)
ALMI 2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
BBA, Finance
Marquette University High School 2001 — 2005
High School Diploma, General Studies
US Bancorp Fund Services, LLC December 2006 - Present
Skills
Project Management, Process Improvement, Change Management, Customer Service, Leadership, Training, Employee Training, Public Speaking, Coaching, Microsoft Office, Instructional Design, Program Management, Software Documentation, Analysis, Microsoft Excel, Management, Team Building, Sales, Banking, Team Leadership, Time Management, Financial Analysis, Microsoft Word, Continuous Process..., Leadership Development
Education
Alverno College 2003 — 2006
Bachelor's, Psychology
U.S. Bancorp Fund Services, LLC June 2014 - Present
State Bar of Arizona April 2011 - June 2014
First Credit Union April 2009 - April 2011
First Credit Union April 2008 - April 2009
First Credit Union October 2007 - April 2008
First Credit Union October 2006 - October 2007
Skills
Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Banking, Outlook, Microsoft Word, Credit, Financial Accounting, PowerPoint, Team Building, Strategic Planning, Account Reconciliation, Accounting, Internal Audit, Coaching
Education
W.P. Carey School of Business, Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Accounting
Arizona State University - W. P. Carey School of Business 2007 — 2010
Accountancy, Accounting
Mesa Community College 2006 — 2007
Masters degree, imminent future
U.S. Bancorp Fund Services, LLC July 2014 - Present
State Street April 2014 - June 2014
State Street June 2011 - March 2014
State Street April 2010 - May 2011
Bloomberg LP February 2009 - March 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Derivatives, Equities, Analysis, Trading, Bloomberg Terminal, Investments, Portfolio Management, Alternative Investments, Credit, Securities, Financial Analysis, Bonds, Commodity, Financial Modeling, Financial Risk, Hedge Funds, Accounting, Settlement
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Finance
U.S. Bank December 2012 - Present
U.S. Bancorp Fund Services, LLC December 2009 - December 2012
U.S. Bank November 2007 - December 2009
Skills
Financial Modeling, Financial Analysis, Coaching, Finance, Mutual Funds, Microsoft Office, Banking
Education
Saint Louis University 2003 — 2007
BA, Finance
U.S. Bancorp Fund Services, LLC February 2007 - Present
Deloitte & Touche May 2005 - February 2007
Skills
Hedge Funds, Alternative Investments, Legal, Investment Management, Due Diligence, Legal Compliance, Legal Documents, Contract Law, Tax, Securities, Asset Management, Contract Negotiation, Securities Regulation, Financial Services, Capital Markets
Education
Marquette University Law School 2003 — 2005
Juris Doctorate, Law
Pepperdine University School of Law 2002 — 2003
Law
University of Michigan 1997 — 2001
Bachelor of Arts, Literature, Science, & the Arts
Nicolet High School 1993 — 1997
General
Deloittte Tax LLP December 2012 - Present
Janus Capital Group November 2011 - November 2012
U.S. Bancorp Fund Services, LLC June 2008 - November 2011
Komisar Brady & Co., LLP January 2008 - April 2008
Skills
CPA Candidate - REG and..., Tax, Accounting, Financial Analysis, Financial Planning, Tax Preparation, Financial Reporting, Account Reconciliation, Tax Returns, Mutual Funds, Investments, Tax Accounting, Corporate Tax
Education
Florida Atlantic University 2011 — 2013
MST, Tax
University of Wisconsin-Whitewater 2008 — 2011
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 2004 — 2008
Bachelor, Double Major in Finance and Accounting
US Bancorp Fund Services, LLC October 2013 - Present
Sportservice at Miller Park March 2008 - Present
Bass & Moglowsky, S.C. February 2012 - October 2013
Milwaukee Brewers Baseball Club February 2011 - December 2011
Skills
Legal Writing, Litigation, Civil Litigation, Arbitration, Employment Law, Sports Marketing, Estate Planning, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Management, Courts, Editing
Education
Milwaukee Area Technical College 2010 — 2012
Paralegal, School of Business, 3.8
UW-Whitewater 1998 — 2001
Mass Communication/Marketing/Human Resources
Broadview Advisors, LLC June 2015 - Present
U.S. Bancorp Fund Services, LLC January 2011 - June 2015
Marshall & Ilsley Trust Company N.A. November 2007 - March 2010
U.S. Bancorp Fund Services, LLC October 2004 - November 2007
Krukowski & Costello, S.C. December 2002 - September 2004
Heartland Advisors, Inc. April 1994 - December 2002
Skills
Securities, Mutual Funds, Investments, SEC filings, Financial Services, Portfolio Management, Securities Regulation, Trading, Investment Management, Fund Accounting, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Fund Administration
Education
Marquette University Law School 1998 — 2002
Juris Doctor
Lakeland College 1994 — 1995
Bachelor of Arts, Accounting and Business Administration
US Bancorp Fund Services LLC November 1989 - Present
Education
University of Arizona
Bachelor of Business Administration (BBA), Business Administration and Management, General
US Bancorp Fund Services, LLC 2012 - Present
US Bancorp Fund Services, LLC 2010 - 2012
Komisar Brady & Co., LLP 2008 - 2010
SVA January 2007 - April 2007
Skills
Accounting, Investments, SEC filings, Mutual Funds, Financial Statements, SEC, Financial Analysis, Finance, Financial Reporting, Auditing, Financial Services, Internal Controls, Microsoft Excel, Account Reconciliation, Budgets
Education
University of Wisconsin-Whitewater 2005 — 2008
BBA, Accounting and Finance
University of Minnesota-Twin Cities 2002 — 2005
U.S. Bancorp Fund Services, LLC 2006 - Present
U.S. Bancorp Fund Services, LLC 2004 - 2006
U.S. Bancorp Fund Services, LLC 1998 - 2004
U.S. Bancorp Fund Services, LLC 1996 - 1998
Skills
Credit, Financial Services, Mutual Funds, Alternative Investments, Portfolio Management, CRM, Management, Asset Management, Relationship Management, Securities, Accounting, Investments
Education
Cardinal Stritch University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
BMO Harris Private Banking March 2013 - Present
US Bancorp Fund Services, LLC October 2007 - March 2013
Skills
CPA, Chartered Financial..., Accounting, Tax, Financial Analysis, Financial Reporting, Tax Analysis
Education
Marquette University 2001 — 2005
Bachelor of Science Degree, Business Administration; Accounting
US Bancorp Fund Services, LLC April 2007 - September 2010
Advantage Leasing Corporation 2004 - 2005
Advantage Leasing Corporation 2004 - 2005
Ajilon Finance Solutions 2004 - 2005
Education
Lakeland College 2000 — 2004
Bachelor's, Accounting, Business Administration
U.S. Bancorp Fund Services, LLC AccountingUrban American Management, LLCOctober 2011 - June 2013
J.H. Cohn LLP November 2001 - October 2011
Skills
Employee Benefit Plan..., Audit, US GAAP, Internal Controls, GAAP, Financial Reporting, External Audit, Revenue Recognition, Financial Accounting, Consolidation, Financial Analysis, Accounting, Financial Statements, Auditing
Education
Seton Hall University
U.S. Bank September 2012 - Present
US Bancorp Fund Services LLC May 2008 - August 2012
Waukesha County September 1999 - August 2012
US Bank January 2007 - May 2008
Skills
Mutual Funds, Wealth Management, Investments, Trust Services, Bloomberg, Customer Service, Microsoft Office
Education
University of Wisconsin-Milwaukee 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.76
Mississippi State University 2001 — 2003
U.S. Bancorp Fund Services, LLC November 2013 - Present
AllianceBernstein May 2013 - November 2013
AllianceBernstein July 2012 - November 2013
Morgan Stanley Smith Barney September 2009 - June 2012
Lerch, Vinci and Higgins, LLP May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63
Education
Fairfield University 2005 — 2009
B.S., Finance
Bergen Catholic High School 2001 — 2005
US Bancorp Fund Services, LLC November 2014 - Present
US Bancorp Fund Services, LLC April 2014 - November 2014
US Bancorp Fund Services, LLC December 2013 - April 2014
Northwestern Mutual March 2011 - December 2013
Skills
Customer Service, Qualitative Research, Problem Analysis, Information Audit, Report Writing
Education
University of Wisconsin-Milwaukee 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Carthage College 2006 — 2007
Liberal Arts
U.S. Bancorp Fund Services, LLC November 2007 - Present
MFS Investment Management January 2003 - May 2006
MFS Investment Management July 1997 - January 2003
Putnam Investments October 1995 - July 1997
Stride Rite February 1995 - October 1995
PwC December 1991 - February 1995
Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance
Education
Northeastern University 1991 — 1992
MBA/MS Accounting, Accounting and Business Management
Binghamton University 1986 — 1990
BS, Economics
Gracie Asset Management June 2014 - Present
US Bancorp Fund Services, LLC October 2012 - June 2014
Applause Theatre and Entertainment Service, Inc 2009 - 2012
UBS Financial Services, Inc 2011 - 2011
Protocol Capital Management, LLC 2011 - 2011
Intercruises Shoreside and Port Services 2004 - 2008
Skills
Microsoft Office, Bloomberg Terminal, Analysis, Customer Service, Excel, Team Leadership, PowerPoint, Problem Solving, Teamwork, Building Relationships, Relationship Management, Financial Modeling, Competitive, Hedge Fund Accounting, Investor Relations, Due Diligence, Financial Products, Organization, Strategic Thinking, Financial Reporting, Market Knowledge, Market Research, Time Management, Leadership, VBA, Accounting, Financial Services, Mutual Funds, Microsoft Excel, Fixed Income, Alternative Investments, Marketing Strategy, Management, Marketing
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment Management, 3.54
William Paterson University, Cotsakos College of Business 2007 — 2010
Bachelor of Business Degree, Management
Drexel University, LeBow College of Business 2006 — 2007
Bachelor of Business Degree
Rutgers Preparatory School (RPS) 2002 — 2006
High School Diploma
US Bancorp Fund Services LLC April 2007 - Present
Robert W. Baird & Co. September 2011 - December 2011
Great Point Capital June 2005 - February 2007
Education
Marquette University 2010 — 2012
MBA, 3.6
University of Wisconsin-Madison 2000 — 2003
BA, Economics, 3.2
US Bancorp Fund Services, LLC October 2013 - Present
US Bancorp Fund Services, LLC February 2012 - October 2013
CAROTHERS GROUP May 2010 - June 2011
Matrix Financial Solutions July 2009 - September 2009
Capital Allocation and Management October 2007 - March 2008
Janus Capital Group September 2006 - July 2007
Skills
Investments, Trading, Retirement, Client Liaison, Mutual Funds, Account Reconciliation, Management, Securities, Finance, Portfolio Management, Advent, Selling, Training, Asset Management, Financial Markets, Analysis, Financial Analysis, Banking, Financial Modeling, Equities, Credit
Education
University of Denver 1998 — 2002
B.S.B.A, Finance/Marketing
University of Denver - Daniels College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Marketing