Accusource LLC

Description

Address: 505 Eagleview Blvd, Exton, PA 19341 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 553-5050 Appointments: meetme.so: : : : Category: : Place name: : Website: Website: https://www.accusourcellc.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 12 PM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for TuesdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Accusource LLC Posting publicly on the Web Write a review Reviews Be the first to review From Accusource LLC Unable to add this file. Please check that it is a valid photo. "Specialists in Advent Axys and APX back office operations, complex workflows, daily reconciliation, performance and GIPS specialist and more. We offer a Team-based approach to your back office operations, streamlined to keep your performance...More "Specialists in Advent Axys and APX back office operations, complex workflows, daily reconciliation, performance and GIPS specialist and more. We offer a Team-based approach to your back office operations, streamlined to keep your performance reporting accurate and well organized. Our clients range from Family Offices, to Investment and Wealth Managers." Latest PostsPosts from Accusource LLC View previous posts on Google

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Accusource LLC Employees

Employee
Years
Job
Industry
Arjun Kedia Arjun Kedia Philadelphia, Pennsylvania Details
Arjun Kedia's Accusource LLC Experience March 2014 - Present
Job Operations Analyst at Accusource LLC
Industry Financial Services
Experience
Accusource LLC   March 2014 - Present
Barclays Wealth and Investment Management  July 2012 - August 2012
MDN Shares & Stock Brokers Private Limited   July 2010 - August 2010
Vakarangee Software Limited   June 2008 - July 2008

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Marketing, Leadership, Basic SQL, Factset, Accounting, Auditing, Financial Analysis, Banking, Process Improvement, Project Management, Business Analysis, Access

Education
Drexel University - College of Business and Administration   2009 — 2013
Bachelor of Science in Business Administration, Finance, Marketing and International Business

Jared Kettler Jared Kettler Anchorage, Alaska Details
Jared Kettler's Accusource LLC Experience December 2009 - Present
Job Consultant
Industry Financial Services
Experience
Accusource LLC   December 2009 - Present
McKinley Capital Management  June 2008 - November 2009
Wachovia Securities  November 2007 - May 2008
JPMorgan Chase  January 2007 - May 2007

Skills
Portfolio Management, Derivatives, Data Analysis, Trading, Securities, Management, Financial Services, Microsoft Excel, Employee Training, Equities, Asset Management, Project Management, Oral & Written..., Financial Analysis, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Finance, Valuation, Bloomberg

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2012
MBA, Finance

University of Alaska   2004 — 2008
B.B.A, Management and Marketing

University of Alaska   2003 — 2008
B.S, Aviation Technology

Krishna Vaghela Krishna Vaghela Hatfield, Pennsylvania Details
Krishna Vaghela's Accusource LLC Experience October 2013 - Present
Job Advent Reconciliation Analyst at Accusource LLC
Industry Accounting
Experience
Accusource LLC   October 2013 - Present
SEI  September 2005 - May 2009

Skills
Account Reconciliation, Art, Business Analysis, Data Analysis, Drawing, Illustration, Painting, Software Documentation, Pivot Tables, Financial Reporting, Accounting, Financial Statements, Auditing, Graphics, Testing, Access, Adobe Acrobat

Education
Temple University
Bachelor of Fine Arts (BFA), Graphic Arts and Design

Brett Skalski Brett Skalski Exton, Pennsylvania Details
Brett Skalski's Accusource LLC Experience June 2013 - Present
Job Accusource LLC
Industry Financial Services
Experience
Accusource LLC   June 2013 - Present
Ice Line/JR Flyers Youth Hockey   May 2014 - Present
Manhattanville College  October 2010 - May 2013
Rye Rangers Youth Hockey   2009 - 2012
Northwestern Mutual Financial Network  March 2011 - October 2011

Skills
PowerPoint, Microsoft Excel, Budgets, Teaching, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Media, Facebook, Social Networking, Admissions, Nonprofits, Community Outreach, Access, Fundraising, Leadership, Volunteer Management

Education
Manhattanville College   2009 — 2013
Bachelor of Arts (B.A.), Finance

Manhattanville College   2009 — 2013
Bachelor of Arts, Finance

Kyle Marsden Kyle Marsden United States Details
Kyle Marsden's Accusource LLC Experience October 2012 - Present
Job Operations Analyst at Accusource LLC
Industry Outsourcing/Offshoring
Experience
Accusource LLC   October 2012 - Present

Skills
Equities, Hedge Funds, Customer Service, Microsoft Excel, Financial Analysis, Portfolio Management, Leadership

Education
Penn State University   2006 — 2010
Bachelor of Business Administration (BBA), Finance, General

June Scanlon June Scanlon Greater Philadelphia Area Details
June Scanlon's Accusource LLC Experience June 2008 - Present
Job Senior Business Analyst at Accusource LLC
Industry Financial Services
Experience
Accusource LLC   June 2008 - Present
Knott Capital   February 2005 - December 2008
North American Management Corp.   October 2000 - January 2005
Keystone Financial  February 2000 - October 2000

Skills
Business Analysis, Process Improvement, Project Management, Strategic Planning, Microsoft Office, Change Management, SQL, Training, Research, Financial Analysis, Management, Portfolio Management, Microsoft Excel, Financial Services, Equities

Education
Shippensburg University of Pennsylvania   1995 — 1999
BS, Business Administration (Finance, Economics)

Nino Sani Nino Sani Greater New York City Area Details
Nino Sani's Accusource LLC Experience March 2012 - Present
Job at Accusource LLC
Industry Financial Services
Experience
Accusource LLC   March 2012 - Present
Credit Suisse  March 2008 - March 2012
Advent Software  2000 - 2004
HJW Geospacial   November 1997 - November 1999

Skills
SaaS, Financial Services, Asset Managment, Process Improvement, SQL, Integration, Data Management, Vendor Management, Equities, Quality Assurance, Fixed Income, Hedge Funds, Asset Management, SharePoint

Education
UCL   2004 — 2005
MSc

California Polytechnic State University-San Luis Obispo   1992 — 1997
BS

Linh Lopez Linh Lopez Honolulu, Hawaii Details
Linh Lopez's Accusource LLC Experience 2011 - Present
Job Realtor Associate at Elite Pacific Properties
Industry Real Estate
Experience
Elite Pacific Properties  March 2013 - Present
Accusource LLC   2011 - Present
Morgan Stanley Smith Barney  2008 - April 2012
Advent Software  January 2000 - December 2007

Skills
Alternative Investments, Fixed Income

Education
University of Hawaii - College of Business Administration   1994 — 1999
Bachelor of Arts (BA), Finance

Erin Kerry Erin Kerry Greater Philadelphia Area Details
Erin Kerry's Accusource LLC Experience January 2008 - Present
Job Finance Manager at SIPP eco beverage co., Inc.
Industry Accounting
Experience
SIPP eco beverage co., Inc.   July 2013 - Present
Accusource LLC   January 2008 - Present
Nap Nanny, LLC   August 2010 - July 2013
RedEnvelope  2000 - 2005
Ernst & Young  1998 - 2000

Skills
Finance, Business Analysis, Financial Analysis, Forecasting, Start-ups

Education
Fairleigh Dickinson University   1996 — 1999
MBA, Finance

Grove City College
Bachelor's degree, International Business/Spanish

Thomas M. Plaut Thomas M. Plaut Greater Philadelphia Area Details
Thomas M. Plaut's Accusource LLC Experience March 2012 - Present
Job Corporate Actions Specialist at Accusource LLC
Industry Financial Services
Experience
Accusource LLC   March 2012 - Present
Citco Fund Services  September 2011 - May 2012
FX Solutions  May 2008 - August 2008

Skills
Hedging, Back Office, Foreign Exchange, Investments, Derivatives, Portfolio Management, Financial Analysis, Account Reconciliation, Fixed Income, Advent, Operations Management, Hedge Funds

Education
University of Massachusetts, Amherst   2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Resource Economics with concentration in Managerial Economics

Conestoga High School