Apex Fund Services
Industry: Company
DescriptionFounded: 2003 Subsidiaries: Apex Fund Services (Ireland) Ltd.,
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Apex Fund Services Employees
Employee
Years
Job
Industry
Kate Morrissey, CPA Kate Morrissey, CPA's Apex Fund Services Experience September 2012 - July 2014
Job Financial Analyst at AASKI Technology
Industry Accounting
Experience
AASKI Technology July 2014 - Present
Apex Fund Services September 2012 - July 2014
Ernst & Young September 2010 - September 2012
Skills
Auditing, Financial Reporting, Big 4, CPA, Fund Accounting, Fund Of Funds, Tax Preparation, Microsoft Office, Hedge Funds, Bloomberg, US GAAP, Financial Accounting, GAAP, Fund Administration
Education
Muhlenberg College 2006 — 2010
Bachelor's degree, Accounting and Finance
AASKI Technology July 2014 - Present
Apex Fund Services September 2012 - July 2014
Ernst & Young September 2010 - September 2012
Skills
Auditing, Financial Reporting, Big 4, CPA, Fund Accounting, Fund Of Funds, Tax Preparation, Microsoft Office, Hedge Funds, Bloomberg, US GAAP, Financial Accounting, GAAP, Fund Administration
Education
Muhlenberg College 2006 — 2010
Bachelor's degree, Accounting and Finance
Krista Butler Krista Butler's Apex Fund Services Experience September 2012 - March 2013
Job Reinsurance Accountant at Markel Corporation
Industry Accounting
Experience
Markel Corporation September 2014 - Present
ParenteBeard LLC September 2013 - August 2014
Hospitality Creek Campground May 2007 - August 2013
Apex Fund Services September 2012 - March 2013
Stewart's Rootbeer September 2010 - May 2012
Monmouth University June 2010 - May 2012
Skills
Accounting, Microsoft Excel, Social Skills, Income Tax, Microsoft Word, Leadership, Corporate Tax, PowerPoint, Problem Solving, Tax, Financial Reporting, Finance, QuickBooks, Financial Analysis, Reinsurance, Lawson General Ledger
Education
Monmouth University 2009 — 2013
Bachelor's degree, Accounting and Economics
Williamstown High School 2005 — 2009
Markel Corporation September 2014 - Present
ParenteBeard LLC September 2013 - August 2014
Hospitality Creek Campground May 2007 - August 2013
Apex Fund Services September 2012 - March 2013
Stewart's Rootbeer September 2010 - May 2012
Monmouth University June 2010 - May 2012
Skills
Accounting, Microsoft Excel, Social Skills, Income Tax, Microsoft Word, Leadership, Corporate Tax, PowerPoint, Problem Solving, Tax, Financial Reporting, Finance, QuickBooks, Financial Analysis, Reinsurance, Lawson General Ledger
Education
Monmouth University 2009 — 2013
Bachelor's degree, Accounting and Economics
Williamstown High School 2005 — 2009
Dennis Kam Dennis Kam's Apex Fund Services Experience 2013 - 2014
Job Analyst at Apex Fund Services
Industry Law Practice
Experience
Special Olympics July 2013 - Present
Apex Fund Services 2013 - 2014
Democratic Action Party July 2013 - October 2013
Shearn Delamore & Co May 2013 - June 2013
Legal Outreach & Suspension Representation Project September 2012 - May 2013
World Model United Nations 2012 Vancouver Host Committee May 2011 - March 2012
Public Outreach Fundraising May 2011 - September 2011
WorldMUN 2012 Bid Committee September 2010 - May 2011
Office of the Chief Minister, Penang July 2009 - September 2010
Lim & Company Lawyers April 2010 - August 2010
Skills
Event Planning, Non-profits, Public Policy, International..., Marketing, Sponsorship, Debate, Meeting Planning, Foreign Affairs, Fundraising, Public Speaking, Volunteer Management, Research, Social Media, Public Relations, International Relations, Policy Analysis, Politics, Community Outreach, Qualitative Research, Grant Writing, Nonprofits, Proposal Writing, Spanish, Blogging, Time Management, Leadership, Community Development, Social Networking, Editing, Data Analysis, Teamwork, Speech Writing, Policy, Budgets, Political Science, Critical Thinking, Event Management, Report Writing, NGOs, SPSS, Political Campaigns, Legal Writing, Media Relations, French, Economics, Foreign Policy, Mandarin, PowerPoint, Administration
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.)
The University of British Columbia 2008 — 2012
Arts, Honours Political Science & International Relations
Richmond Christian Secondary School 2004 — 2008
High School Diploma
Chung Ling 2002 — 2004
High School Diploma
Special Olympics July 2013 - Present
Apex Fund Services 2013 - 2014
Democratic Action Party July 2013 - October 2013
Shearn Delamore & Co May 2013 - June 2013
Legal Outreach & Suspension Representation Project September 2012 - May 2013
World Model United Nations 2012 Vancouver Host Committee May 2011 - March 2012
Public Outreach Fundraising May 2011 - September 2011
WorldMUN 2012 Bid Committee September 2010 - May 2011
Office of the Chief Minister, Penang July 2009 - September 2010
Lim & Company Lawyers April 2010 - August 2010
Skills
Event Planning, Non-profits, Public Policy, International..., Marketing, Sponsorship, Debate, Meeting Planning, Foreign Affairs, Fundraising, Public Speaking, Volunteer Management, Research, Social Media, Public Relations, International Relations, Policy Analysis, Politics, Community Outreach, Qualitative Research, Grant Writing, Nonprofits, Proposal Writing, Spanish, Blogging, Time Management, Leadership, Community Development, Social Networking, Editing, Data Analysis, Teamwork, Speech Writing, Policy, Budgets, Political Science, Critical Thinking, Event Management, Report Writing, NGOs, SPSS, Political Campaigns, Legal Writing, Media Relations, French, Economics, Foreign Policy, Mandarin, PowerPoint, Administration
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.)
The University of British Columbia 2008 — 2012
Arts, Honours Political Science & International Relations
Richmond Christian Secondary School 2004 — 2008
High School Diploma
Chung Ling 2002 — 2004
High School Diploma
Paul Mahajan, MBA Paul Mahajan, MBA's Apex Fund Services Experience April 2014 - Present
Job Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group August 2015 - Present
Apex Fund Services April 2014 - Present
Apex Fund Services January 2013 - April 2014
Apex Fund Services November 2011 - December 2012
Monmouth University June 2010 - December 2011
Discovery Company April 2008 - May 2011
Skills
Microsoft Excel, Bloomberg, Investments, Financial Analysis, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Market Research, Valuation, PFS-Paxus, Accounting, Securities, Financial Statements, Account Reconciliation
Education
Monmouth University 2010 — 2012
MBA, Finance
Monmouth University 2007 — 2010
B.S., Finance
Ocean Township High School
Fortress Investment Group August 2015 - Present
Apex Fund Services April 2014 - Present
Apex Fund Services January 2013 - April 2014
Apex Fund Services November 2011 - December 2012
Monmouth University June 2010 - December 2011
Discovery Company April 2008 - May 2011
Skills
Microsoft Excel, Bloomberg, Investments, Financial Analysis, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Market Research, Valuation, PFS-Paxus, Accounting, Securities, Financial Statements, Account Reconciliation
Education
Monmouth University 2010 — 2012
MBA, Finance
Monmouth University 2007 — 2010
B.S., Finance
Ocean Township High School
Jess Hickman Jess Hickman's Apex Fund Services Experience August 2009 - November 2012
Job Director, Marketing & Business Development at TAHAS Technologies
Industry Financial Services
Experience
TAHAS Technologies April 2014 - Present
Marcum LLP January 2013 - April 2014
Apex Fund Services August 2009 - November 2012
Skills
Fund Of Funds, Investor Relations, Private Equity, Alternative Investments, Mutual Funds, Business Development, Asset Management, Financial Services, Asset Managment, Social Media Marketing, Financial Communications, Marketing Strategy, Hedge Funds, Corporate Events, Corporate Branding, Entrepreneurship, Start-ups, Competitive Analysis, Business Strategy, Product Marketing, Email Marketing, Social Media, Strategic Partnerships
Education
Monmouth University 2005 — 2009
Bachelor of Arts, Communication, Public Relations, and Journalism
TAHAS Technologies April 2014 - Present
Marcum LLP January 2013 - April 2014
Apex Fund Services August 2009 - November 2012
Skills
Fund Of Funds, Investor Relations, Private Equity, Alternative Investments, Mutual Funds, Business Development, Asset Management, Financial Services, Asset Managment, Social Media Marketing, Financial Communications, Marketing Strategy, Hedge Funds, Corporate Events, Corporate Branding, Entrepreneurship, Start-ups, Competitive Analysis, Business Strategy, Product Marketing, Email Marketing, Social Media, Strategic Partnerships
Education
Monmouth University 2005 — 2009
Bachelor of Arts, Communication, Public Relations, and Journalism
Yevgeniy Vinitskiy, MST Yevgeniy Vinitskiy, MST's Apex Fund Services Experience September 2012 - May 2013
Job Consultant
Industry Management Consulting
Experience
Franklin Templeton Investments May 2013 - November 2014
Apex Fund Services September 2012 - May 2013
H&R Block December 2011 - September 2012
CBIZ Goldstein Lewin January 2011 - December 2011
Brickell Park Condo August 2009 - February 2011
Prudential Financial 2007 - 2009
North Miami Beach June 2004 - August 2007
Skills
Microsoft Office, Income Statement, Customer Service, PowerPoint, Accounting Applications, Financial Reporting, Accounting, Enthusiasm to learn, Account Reconciliation, Teamwork, Financial Analysis, Management, Microsoft Excel, Tax, Strategic Planning, Finance, Budgets, Payroll, Accounts Receivable, GAAP, QuickBooks, Analysis, Variance Analysis, Financial Statements, Investments, Financial Accounting, Accruals, Valuation, Financial Audits, External Audit, Fund Accounting, US GAAP, Journal Entries, Financial Modeling
Education
Florida International University - College of Business 2010 — 2010
EMST, Taxation
Florida International University - College of Business 2003 — 2007
Bachelors, Finance and International Business
Franklin Templeton Investments May 2013 - November 2014
Apex Fund Services September 2012 - May 2013
H&R Block December 2011 - September 2012
CBIZ Goldstein Lewin January 2011 - December 2011
Brickell Park Condo August 2009 - February 2011
Prudential Financial 2007 - 2009
North Miami Beach June 2004 - August 2007
Skills
Microsoft Office, Income Statement, Customer Service, PowerPoint, Accounting Applications, Financial Reporting, Accounting, Enthusiasm to learn, Account Reconciliation, Teamwork, Financial Analysis, Management, Microsoft Excel, Tax, Strategic Planning, Finance, Budgets, Payroll, Accounts Receivable, GAAP, QuickBooks, Analysis, Variance Analysis, Financial Statements, Investments, Financial Accounting, Accruals, Valuation, Financial Audits, External Audit, Fund Accounting, US GAAP, Journal Entries, Financial Modeling
Education
Florida International University - College of Business 2010 — 2010
EMST, Taxation
Florida International University - College of Business 2003 — 2007
Bachelors, Finance and International Business
Michael Hensen Michael Hensen's Apex Fund Services Experience March 2015 - Present
Job Account Manager at Apex Fund Services
Industry Accounting
Experience
Apex Fund Services March 2015 - Present
Pinnacle Fund Administration LLC 2008 - March 2015
Pinnacle Fund Administration LLC 2006 - 2008
Skills
Financial Reporting, Financial Analysis, Investments, Finance, Accounting, Customer Service, Microsoft Excel
Education
Queens University of Charlotte 2002 — 2006
Bachelor's Degree, Business Administration/Accounting
Apex Fund Services March 2015 - Present
Pinnacle Fund Administration LLC 2008 - March 2015
Pinnacle Fund Administration LLC 2006 - 2008
Skills
Financial Reporting, Financial Analysis, Investments, Finance, Accounting, Customer Service, Microsoft Excel
Education
Queens University of Charlotte 2002 — 2006
Bachelor's Degree, Business Administration/Accounting
Scott Lederman Scott Lederman's Apex Fund Services Experience January 2014 - January 2015
Job Director, Business Development at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services March 2015 - Present
Apex Fund Services January 2014 - January 2015
Koger, Inc. September 2013 - January 2014
Koger Inc March 2012 - January 2014
Insperity January 2010 - March 2012
Clutch Media & Marketing, LLC June 2006 - May 2008
Skills
Employee Engagement, Economics, Loans, Microsoft Office, Operations Management
Education
State University of New York at Albany 1991 — 1994
Bachelor's degree in Economics, Economics
State University of New York at Albany 1990 — 1994
BA, Economics
Mitsubishi UFJ Fund Services March 2015 - Present
Apex Fund Services January 2014 - January 2015
Koger, Inc. September 2013 - January 2014
Koger Inc March 2012 - January 2014
Insperity January 2010 - March 2012
Clutch Media & Marketing, LLC June 2006 - May 2008
Skills
Employee Engagement, Economics, Loans, Microsoft Office, Operations Management
Education
State University of New York at Albany 1991 — 1994
Bachelor's degree in Economics, Economics
State University of New York at Albany 1990 — 1994
BA, Economics
Nia Avril-Vitalis Nia Avril-Vitalis's Apex Fund Services Experience April 2013 - June 2015
Job Staff Accountant/Office Manager at Apex Fund Services
Industry Accounting
Experience
Apex Fund Services April 2013 - June 2015
Skills
Fundraising, Non-profits, Volunteer Management, Public Relations, Social Media, Public Speaking, Community Outreach, Microsoft Office, Customer Service, Marketing Communications, Social Media Marketing, Meeting Planning, Grant Writing, ADP Payroll, Citrix, Due Diligence, QuickBooks, Salesforce.com, Microsoft Suites, Construction Management, Team Building, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Payroll, Event Management, Financial Statements, Microsoft Excel, Event Planning, Bookkeeping
Education
St. Francis College 2009 — 2012
Bachelors of Science, Business, Management, Marketing, and Related Support Services
St. Francis College 2009 — 2012
Bachelor's degree B.S., Business Administration and Management, General
Apex Fund Services April 2013 - June 2015
Skills
Fundraising, Non-profits, Volunteer Management, Public Relations, Social Media, Public Speaking, Community Outreach, Microsoft Office, Customer Service, Marketing Communications, Social Media Marketing, Meeting Planning, Grant Writing, ADP Payroll, Citrix, Due Diligence, QuickBooks, Salesforce.com, Microsoft Suites, Construction Management, Team Building, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Payroll, Event Management, Financial Statements, Microsoft Excel, Event Planning, Bookkeeping
Education
St. Francis College 2009 — 2012
Bachelors of Science, Business, Management, Marketing, and Related Support Services
St. Francis College 2009 — 2012
Bachelor's degree B.S., Business Administration and Management, General
Colin Seitz Colin Seitz's Apex Fund Services Experience September 2012 - Present
Job Head of Operations, Apex Fund Services, US
Industry Financial Services
Experience
Apex Fund Services September 2012 - Present
Colin Seitz Photography June 2013 - Present
Apex Fund Services May 2012 - September 2012
Apex Fund Services January 2011 - May 2012
Waterford Wedgewood Royal Doulton July 2010 - January 2011
Belgian Block Sales Company September 2005 - August 2007
Conair Corporation November 2003 - August 2005
United States Marine Corps September 1994 - August 1998
Skills
Fund Accounting, Fund Administration, Financial Analysis, Financial Reporting, Accounting, Hedge Funds, Account Reconciliation, Bloomberg, Alternative Investments, Mutual Funds, Auditing, Asset Managment, Microsoft Excel, Fund Of Funds, Private Equity
Education
Rutgers Graduate Business School 2013 — 2015
Master's degree, Taxation
Rutgers University-New Brunswick 2008 — 2010
BS, Economics, Mathematics
Apex Fund Services September 2012 - Present
Colin Seitz Photography June 2013 - Present
Apex Fund Services May 2012 - September 2012
Apex Fund Services January 2011 - May 2012
Waterford Wedgewood Royal Doulton July 2010 - January 2011
Belgian Block Sales Company September 2005 - August 2007
Conair Corporation November 2003 - August 2005
United States Marine Corps September 1994 - August 1998
Skills
Fund Accounting, Fund Administration, Financial Analysis, Financial Reporting, Accounting, Hedge Funds, Account Reconciliation, Bloomberg, Alternative Investments, Mutual Funds, Auditing, Asset Managment, Microsoft Excel, Fund Of Funds, Private Equity
Education
Rutgers Graduate Business School 2013 — 2015
Master's degree, Taxation
Rutgers University-New Brunswick 2008 — 2010
BS, Economics, Mathematics
Heather Nagle Heather Nagle's Apex Fund Services Experience June 2013 - Present
Job Sales and Marketing Executive at Apex Fund Services
Industry Financial Services
Experience
Apex Fund Services June 2013 - Present
Koger Inc April 2010 - May 2013
Koger Inc September 2009 - April 2010
Focus Merchandising 2007 - 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Mutual Funds, Investor Relations, Private Equity, Fund Administration, Transfer Agency, CRM, Business Analysis, Account Management, Derivatives, Risk Management, Banking, Due Diligence, Credit, Microsoft Excel, Asset Managment, Product Development, Portfolio Management, Marketing
Education
Ramapo College of New Jersey 2005 — 2008
Bachelors, Communication
Ramapo College Graduate 2009
Bachelors, Communication
Apex Fund Services June 2013 - Present
Koger Inc April 2010 - May 2013
Koger Inc September 2009 - April 2010
Focus Merchandising 2007 - 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Mutual Funds, Investor Relations, Private Equity, Fund Administration, Transfer Agency, CRM, Business Analysis, Account Management, Derivatives, Risk Management, Banking, Due Diligence, Credit, Microsoft Excel, Asset Managment, Product Development, Portfolio Management, Marketing
Education
Ramapo College of New Jersey 2005 — 2008
Bachelors, Communication
Ramapo College Graduate 2009
Bachelors, Communication
Ainsley Castro's Apex Fund Services Experience June 2012 - February 2014
Job Senior Fund Accountant at Dimension Capital Management
Industry Investment Management
Experience
Dimension Capital Management March 2014 - Present
Apex Fund Services June 2012 - February 2014
State Street August 2010 - June 2012
State Street Corporation June 2009 - August 2009
Jewish Big Brothers Big Sisters October 2007 - July 2009
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Accounting, Fund Accounting, Investments
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Dimension Capital Management March 2014 - Present
Apex Fund Services June 2012 - February 2014
State Street August 2010 - June 2012
State Street Corporation June 2009 - August 2009
Jewish Big Brothers Big Sisters October 2007 - July 2009
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Accounting, Fund Accounting, Investments
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Andrew Merrick's Apex Fund Services Experience October 2014 - Present
Job Fund Accountant at Apex Fund Services
Industry Financial Services
Experience
Apex Fund Services October 2014 - Present
TD October 2012 - October 2014
Rosenberg & Fecci Consulting June 2011 - September 2012
HSBC May 2010 - August 2010
Education
Quinnipiac University 2007 — 2011
Bachelor's Degree, Finance; European Union Business
Ocean Township High School 2003 — 2007
High School
Apex Fund Services October 2014 - Present
TD October 2012 - October 2014
Rosenberg & Fecci Consulting June 2011 - September 2012
HSBC May 2010 - August 2010
Education
Quinnipiac University 2007 — 2011
Bachelor's Degree, Finance; European Union Business
Ocean Township High School 2003 — 2007
High School
Douglas Richman Douglas Richman's Apex Fund Services Experience May 2013 - August 2013
Job US Global
Industry Financial Services
Experience
Golden Lotus Capital March 2015 - Present
SkyBlue Capital August 2014 - June 2015
Deutsche Bank January 2014 - July 2014
Apex Fund Services May 2013 - August 2013
Education
University of Florida 2012 — 2013
Master of Science (M.S.)
University of Florida 2008 — 2012
Bachelor's degree (B.S.), Major: Finance Minor: Entrepreneurship
High School
Golden Lotus Capital March 2015 - Present
SkyBlue Capital August 2014 - June 2015
Deutsche Bank January 2014 - July 2014
Apex Fund Services May 2013 - August 2013
Education
University of Florida 2012 — 2013
Master of Science (M.S.)
University of Florida 2008 — 2012
Bachelor's degree (B.S.), Major: Finance Minor: Entrepreneurship
High School
Jason Tash's Apex Fund Services Experience June 2012 - April 2014
Job Staff Accountant at PEF Services LLC
Industry Accounting
Experience
PEF Services LLC April 2014 - Present
Apex Fund Services June 2012 - April 2014
Chemical Resources Inc 2011 - 2012
Skills
Accounting, Fund Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Microsoft Office, Tax, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Accounting
PEF Services LLC April 2014 - Present
Apex Fund Services June 2012 - April 2014
Chemical Resources Inc 2011 - 2012
Skills
Accounting, Fund Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Microsoft Office, Tax, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Accounting
Dom Rinella's Apex Fund Services Experience October 2013 - April 2014
Job Senior Vice President at Maples Fund Services
Industry Financial Services
Experience
MaplesFS July 2014 - Present
Apex Fund Services October 2013 - April 2014
Deutsche Bank Alternative Fund Services February 2008 - October 2013
J.P. Morgan September 2007 - January 2008
BNY Mellon May 1997 - June 2007
Skills
Management, Analysis, CRM, Strategy, Finance, Process Improvement, Valuation, Accounting, Auditing, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management, Equities, Fixed Income, Investments, Private Equity
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA, Business Administration, Management and Operations
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, Business Administration, Management and Operations
MaplesFS July 2014 - Present
Apex Fund Services October 2013 - April 2014
Deutsche Bank Alternative Fund Services February 2008 - October 2013
J.P. Morgan September 2007 - January 2008
BNY Mellon May 1997 - June 2007
Skills
Management, Analysis, CRM, Strategy, Finance, Process Improvement, Valuation, Accounting, Auditing, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management, Equities, Fixed Income, Investments, Private Equity
Education
Suffolk University - Sawyer School of Management 1998 — 2000
MBA, Business Administration, Management and Operations
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, Business Administration, Management and Operations
Kelsey Delehanty's Apex Fund Services Experience August 2012 - September 2013
Job US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management October 2013 - Present
Apex Fund Services August 2012 - September 2013
LB&A, Certified Public Accounants, PLLC January 2012 - April 2012
Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Investments, Social Media, Financial Analysis, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Private Equity, Fund Of Funds, Offshore Funds, Fund Accounting, Fund Administration, Fixed Income, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
BS in Business Administration, Finance
US Trust, Bank of America Private Wealth Management October 2013 - Present
Apex Fund Services August 2012 - September 2013
LB&A, Certified Public Accounants, PLLC January 2012 - April 2012
Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Investments, Social Media, Financial Analysis, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Private Equity, Fund Of Funds, Offshore Funds, Fund Accounting, Fund Administration, Fixed Income, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
BS in Business Administration, Finance
Kristina Dayback, CMA's Apex Fund Services Experience April 2011 - December 2011
Job Manager Fund Services at VMS Fund Administration
Industry Accounting
Experience
VMS Fund Administration May 2013 - Present
VMS Fund Administration January 2012 - April 2013
Apex Fund Services April 2011 - December 2011
VMS Fund Administration August 2008 - March 2011
Skills
Fund Administration, Fund Accounting, Accounting, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Auditing, Fund Of Funds, Hedge Funds, Bloomberg, SEC filings, Alternative Investments, Account Reconciliation, Financial Accounting, QuickBooks, ProSeries, Private Equity, Financial Statements, Investments, Tax Accounting
Education
Rider University 2009 — 2010
MACC, Accounting, Concentration in Fraud and Forensic Accounting
Rider University 2004 — 2008
BS, Accounting
VMS Fund Administration May 2013 - Present
VMS Fund Administration January 2012 - April 2013
Apex Fund Services April 2011 - December 2011
VMS Fund Administration August 2008 - March 2011
Skills
Fund Administration, Fund Accounting, Accounting, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Auditing, Fund Of Funds, Hedge Funds, Bloomberg, SEC filings, Alternative Investments, Account Reconciliation, Financial Accounting, QuickBooks, ProSeries, Private Equity, Financial Statements, Investments, Tax Accounting
Education
Rider University 2009 — 2010
MACC, Accounting, Concentration in Fraud and Forensic Accounting
Rider University 2004 — 2008
BS, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY