Custom House Global Funds Services Ltd.
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Custom House Global Funds Services Ltd. Employees
Northern Trust Corporation September 2014 - Present
Northern Trust July 2013 - September 2014
Custom House Global Funds Services Ltd. September 2012 - July 2013
KnowledgeAdvisors May 2012 - September 2012
Fifth Star Properties March 2012 - May 2012
Skills
Financial Planning, Financial Reporting, Mac OS X, PowerPoint, Bank Reconciliation, Fund Accounting, Accounts Receivable, Accounts Payable, Networking, Bookkeeping, Microsoft Excel, Accounting, Customer Service, Access, Leadership, Invoicing, QuickBooks, Financial Statements, General Ledger, Strategic Financial..., OS X, Microsoft Word, Teamwork, Management, Hedge Funds, Finance, Account Reconciliation, Microsoft Office, Managerial Finance, Time Management, Analysis, Data Analysis, Budgets, Financial Accounting, Financial Analysis, Tax, Outlook, Payroll, PeopleSoft, Auditing, Data Entry, Journal Entries, Spreadsheets, Valuation, Financial Modeling
Education
DePaul University 2009 — 2013
Bachelor of Science, Double Major in Accounting & Finance
James B Conant High School 2005 — 2009
Northern Trust Corporation October 2014 - Present
Custom House Global Funds Services Ltd April 2014 - September 2014
Custom House Global Funds Services Ltd. January 2013 - April 2014
The RoomPlace February 2011 - December 2012
The RoomPlace August 2010 - December 2012
Fresh Pick Market July 2009 - November 2010
Gardner Eye Care July 2009 - July 2010
Skills
Customer Service, Customer Satisfaction, Confidentiality, Microsoft Office, Human Resources, Office Administration, GERS, Time Management, Flexibility, Document Management, Travel, Social Networking, Organization, Multi Tasking, Recruiting, Training, Outlook
Education
Lewis University 2009 — 2012
BA, Human Resource Management/ Psychology, 3.6
Achievement Asset Management LLC October 2014 - Present
PEAK6 Advisors LLC January 2014 - September 2014
Custom House Global Funds Services Ltd. June 2012 - January 2014
Custom House Global Funds Services Ltd. February 2011 - May 2012
Vladimir Jones June 2009 - August 2009
Skills
Excel, Microsoft Excel, Accounting, Financial Reporting, Outlook, Customer Service, Sales
Education
DePaul University 2008 — 2012
Bachelor of Science, Commerce; Accounting and Finance
Northern Trust Corporation July 2014 - Present
Custom House Global Funds Services July 2013 - July 2014
TMF Custom House Global Fund Services January 2014 - April 2014
Custom House Global Funds Services Ltd. July 2011 - July 2013
Custom House Global Funds Services Ltd. July 2009 - June 2011
Mesirow Financial June 2008 - August 2008
Skills
Microsoft Excel, Citrix, Microsoft Word, Outlook, PowerPoint, Hedge Funds, Investments, Investor Relations, Alternative Investments, Alternative Assets, Auditing, Accounts Payable, Valuation, Accounting, Bloomberg
Education
Northern Illinois University - College of Business 2005 — 2009
Bachelor of Science, Finance
Jackson National Asset Management, LLC March 2014 - Present
Jackson National Asset Management, LLC November 2011 - March 2014
Custom House Global Funds Services Ltd. July 2011 - November 2011
Custom House Global Funds Services Ltd. June 2010 - June 2011
Custom House Global Funds Services Ltd. June 2008 - June 2010
Education
Albion College 2004 — 2008
Bachelor of Arts, Economics and Management
MedAssets October 2013 - Present
Edelman December 2011 - June 2013
Hilton Worldwide May 2010 - September 2011
Custom House Global Funds Services Ltd. November 2008 - February 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Forecasting, Budgets, Accounts Receivable, Account Reconciliation, PowerPoint, Accounts Payable, Analysis, Auditing, Microsoft Word, Financial Modeling, Outlook, Microsoft Office, QuickBooks, Finance, Customer Service, PeopleSoft, General Ledger, Financial Accounting, Time Management, Training, Strategy, Invoicing, Cash Flow, Financial Statements, Internal Audit, Pricing, Competitive Analysis
Education
DePaul University 2004 — 2008
Bachelors, Finance, Sales Leadership
Northern Trust Corporation May 2014 - Present
Custom House Global Funds Services Ltd. March 2011 - May 2014
travNet / Kipling & Clark July 2008 - June 2011
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Accounting
Education
DePaul University
Bachelor's degree, Accounting
TMF Custom House Global Fund Services May 2015 - Present
Custom House Global Funds Services Ltd. September 2013 - Present
XPO Logistics, Inc. February 2013 - August 2013
MORGAN STANLEY, SMITH BARNEY May 2011 - July 2011
CHALLENGER, GRAY & CHRISTMAS, INC May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word
Education
Miami University
Bachelor of Science, Political Science
TMF Custom House Global Fund Services September 2014 - Present
TMF Custom House Global Fund Services August 2013 - September 2014
Custom House Global Funds Services Ltd. January 2012 - August 2013
Clerics of St. Viator May 2011 - January 2012
Clerics of St. Viator August 2010 - October 2011
Clerics of St. Viator May 2010 - August 2010
Education
Carthage College 2007 — 2011
Bachelor of Arts, Administration, Marketing, Economics
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
Custom House Global Funds Services Ltd. November 2011 - Present
Skills
Accounting, Financial Reporting, Fund Accounting, Financial Analysis, Finance, Financial Modeling, Account Reconciliation, Financial Accounting, Auditing, General Ledger, IFRS, Valuation, QuickBooks, Accounts Receivable, Accounts Payable, Corporate Finance, Investments, Financial Services, Bloomberg, Private Equity, Hedge Funds, Financial Statements, US GAAP, Customer Relations, Customer Service, Client Relations
Education
University of Illinois at Chicago 2007 — 2010
BS, Accounting
Invesco US June 2014 - Present
Custom House Global Funds Services Ltd. April 2013 - November 2013
Lombard Street Research August 2012 - April 2013
Strategas Research Partners November 2006 - February 2011
CITIGROUP GLOBAL MARKETS February 2005 - November 2006
Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales
Education
Loyola University Maryland 2000 — 2004
Bachelor's Degree, Political Science and General Business
Delbarton
University Health System Consortium September 2013 - Present
Custom House Global Funds Services Ltd. February 2013 - July 2013
Northwestern Memorial Hospital August 2012 - February 2013
Intl. FC Stone August 2011 - July 2012
National Surgical Care August 2009 - September 2010
Ada S. McKinley Community Serv April 2009 - July 2009
Energon, Inc July 2006 - December 2008
Computershare November 2003 - July 2006
ADM Milling Co June 2002 - June 2003
U.S Army November 1995 - April 2000
Skills
ADP Payroll, oracle, SAP, QuickBooks, Great Plains Software, Citrix, Quicken, rolf and nolen, Salesforce, Epicor, Microsoft Excel, Customer Service, Microsoft Office, Communication, Microsoft Word, type 50 wpm, Account Reconciliation, Budgets, Accounts Payable, Microsoft Dynamics GP, Invoicing, Auditing, General Ledger, Payroll, Accounting, PeopleSoft, Oracle
Education
Columbia College 2005 — 2006
Public Relations, Advertising, and Applied Communication
Custom House Global Funds Services Ltd. June 2012 - Present
Victoria's Secret April 2010 - May 2012
Chicago Title September 2011 - April 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Fundraising, Volunteering
Education
Bradley University 2008 — 2012
Bachelors, Finance, Overall GPA: 3.51 (4.0 scale)
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
TMF Custom House Global Fund Services July 2014 - Present
Custom House Global Funds Services Ltd. November 2007 - Present
Skills
Fund Accounting, Fund Administration, Bloomberg, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Outlook, AML, Microsoft Office, Microsoft Word, Hedge Funds, Financial Reporting, Fund Of Funds, Alternative Investments
Education
Albion College 2003 — 2007
BFA, Economics & Management
Custom House Global Funds Services Ltd. May 2010 - Present
Woodies 2015 - 2015
Woodies 2015 - 2015
JPMorgan Chase June 2008 - December 2009
Skills
Accounting, Financial Accounting, Supervising, SAS70, Bloomberg Terminal, Microsoft Excel, MS Excel Pivot Tables, Prime Brokerage, Hedge Funds, Fund Administration, Fund Accounting, Valuation, Financial Reporting, Account Reconciliation, Securities, Derivatives, Bonds, Equities, Investments, Fund Of Funds, Bloomberg, Mutual Funds
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Arts (B.A.), Economics
National Futures Association September 2013 - Present
Custom House Global Funds Services Ltd. July 2012 - September 2013
Custom House Global Funds Services Ltd. July 2011 - July 2012
Chicago Administration & Corporate Services May 2008 - July 2011
U.S. Equities Realty May 2007 - April 2008
Skills
Financial Analysis, Account Reconciliation, General Ledger, Customer Service, Fund Accounting, Budgets, Analysis, Outlook, Hedge Funds, Mutual Funds, Microsoft Office, Data Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, Auditing, Accounting, Fund Administration
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (B.S.), Accounting