Mitsubishi UFJ Fund Services

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Mitsubishi UFJ Fund Services Employees

Employee
Years
Job
Industry
Carly Lintvedt Carly Lintvedt New York, New York Details
Carly Lintvedt's Mitsubishi UFJ Fund Services Experience June 2014 - Present
Job Manager, Client Integration at MUFG Investor Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   June 2014 - Present
Meridian Fund Services   August 2013 - June 2014
UBS  April 2011 - August 2013
UBS  October 2009 - April 2011
Brown Brothers Harriman  June 2008 - August 2008

Skills
Wealth Management, Series 99, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Client Liaison, Meeting Planning, MeetingPlace, Quality Center, Business Requirements, Marketing, Hedge Funds, Asset Management, Anti Money Laundering, Client Services, Collaborative Problem..., KYC, New Client..., Onboarding, Project Management, Relationship Management, Strategic Consulting

Education
Fordham University   2005 — 2009
Bachelor of Science, Finance

Michelle Glymin Michelle Glymin Toronto, Canada Area Details
Michelle Glymin's Mitsubishi UFJ Fund Services Experience February 2015 - Present
Job Investor Service Specialist at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   February 2015 - Present
Scotia Private Client Group  January 2015 - February 2015
McMaster University  May 2013 - May 2014
McMaster University  October 2012 - May 2013

Skills
Data Analysis, Economics, Statistics, Research, Teaching, Teamwork, PowerPoint, Time Management, Analysis, Policy

Education
McMaster University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Robert Mifsud Robert Mifsud Greater New York City Area Details
Robert Mifsud's Mitsubishi UFJ Fund Services Experience April 2015 - Present
Job Hedge Fund Senior Trade Support Analyst at Mitsubishi UFJ Fund Services
Industry Investment Banking
Experience
Mitsubishi UFJ Fund Services   April 2015 - Present
Mitsubishi UFJ Fund Services   January 2014 - Present
J.P. Morgan   November 2012 - November 2013
J.P. Morgan   April 2007 - November 2012
JPMorgan Chase  April 2005 - April 2007
JPMorgan Chase  April 2002 - April 2005
JPMorgan Chase  April 2001 - April 2002
JPMorgan Chase  April 1998 - April 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Securities Market, Superior Client Service, Convertible Bonds, Equity Derivatives, Equity Trading, Operations Management, Middle Office, P&L reconciliation, Trading Systems, Equities, Process Improvement, Financial Services, PowerPoint, Research, Outlook, ADRs, Settlement Services, System Migration, Investigation, Front to Back Office, Financial Reporting, System Testing, Settlement, Securities, Trading, Back Office, Bonds, Corporate Actions, Bloomberg, Derivatives, Investment Banking, Financial Markets, Risk Management, Fixed Income, Data Migration, Credit Derivatives, FIX, Omgeo Oasys, DTC, CTM, SWIFT messaging

Education
Goldey Beacom College   1997 — 1999
Master of Business Administration (M.B.A.), Marketing/Human Resources

SUNY Brockport   1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations

Wagner College   1993 — 1993
Business Administration and Management, General

Ang ( Leanne) Li Ang ( Leanne) Li Halifax, Canada Area Details
Ang ( Leanne) Li's Mitsubishi UFJ Fund Services Experience July 2014 - Present
Job Hedge Fund Accountant at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   July 2014 - Present
China Construction Bank  June 2012 - August 2012
China Construction Bank  September 2010 - December 2010
China Pacific Insurance Company  June 2010 - August 2010

Skills
Microsoft Excel, Bloomberg, Portfolio Management, Accounting, Equity Research, Financial Analysis, Sales

Education
Saint Mary's University   2011 — 2013
Bachelor of Commerce (BCom), Finance, General

Renmin University of China   2007 — 2010
Financial Services

Keith Croucher, CMA Keith Croucher, CMA Halifax, Canada Area Details
Keith Croucher, CMA's Mitsubishi UFJ Fund Services Experience October 2009 - Present
Job Senior Accountant at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   October 2009 - Present
CACEIS  January 2008 - October 2009
Transcontinental Media - Daily News   September 2005 - December 2007
Officer Interiors Group   February 2003 - September 2005
Film Nova Scotia (Formerly Nova Scotia Film Development Corporation)   August 2001 - June 2002
Maritime Steel & Foundry Limited   September 2000 - March 2001
Health Association of Nova Scotia (Fromerly Nova Scotia Association of Health Organizations)   March 1994 - May 2000
Bruncor Leasing   1993 - 1994
Investors Group, Mortgage Division   1992 - 1993
Central Guaranty Trust  1982 - 1990

Skills
Accounting, Financial Analysis, Auditing, Analysis, Forecasting, Managerial Finance, Accounts Payable, Banking, Accounts Receivable, Business Planning, Financial Reporting, Financial Accounting, Investments, Credit, Strategic Planning, Coaching, Hedge Funds, Portfolio Management, Customer Service, Administration, Due Diligence, Compliance, Policy, Process Improvement, Business Analysis, Internal Controls, Teamwork, Cash Flow, Valuation, Team Leadership, Asset Management, Team Building, PowerPoint, Business Process, Equities, Business Process..., Budgeting, Problem Solving, Customer Relations, Excel, Documentation, Financial Planning, Planning, Financial Management, Reconciliation, Mentoring, Software Documentation, Finance, Account Reconciliation, Strategic Financial...

Education
Society of Management Accountant   2001 — 2002
CMA

Dalhousie University   1975 — 1980
B. Comm, Accounting

Halifax West High School   1975 — 1976

General Panet High School   1971 — 1975

Irteza Hassan Irteza Hassan Halifax, Canada Area Details
Irteza Hassan's Mitsubishi UFJ Fund Services Experience October 2014 - Present
Job Investor Services Specialist at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   October 2014 - Present
Castle Hall Alternatives  June 2013 - January 2014

Skills
Analysis, Financial Analysis, Teamwork, Critical Thinking, Report Writing, Investments, Leadership, Microsoft Office, Hedge Funds

Education
CFA Institute

Sobey School of Business at Saint Mary's University   2009 — 2013
Bachelor of Commerce (BCom), Finance

Brandon Greer Brandon Greer Halifax, Canada Area Details
Brandon Greer's Mitsubishi UFJ Fund Services Experience May 2013 - October 2014
Job CFA Candidate, Financial Services Professional
Industry Market Research
Experience
Mitsubishi UFJ Fund Services   May 2013 - October 2014
Acadia Tidal Energy Institute   May 2012 - September 2012
Environment Canada  September 2011 - December 2011
Annapolis Digby Economic Development Agency   May 2011 - August 2011
Amirix Systems   June 2010 - August 2010

Skills
Business Planning, Market Research, Strategy, Project Management, Sales, Research, Marketing Strategy, Strategic Planning, Public Speaking, Time Management, Project Valuation, Financial Analysis, Marketing, Program Management, Data Analysis, Analysis

Education
Acadia University   2009 — 2013
Bachelor's, Business Administration

Acadia University   2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

Connie Tam Connie Tam Greater New York City Area Details
Connie Tam's Mitsubishi UFJ Fund Services Experience July 2015 - Present
Job Senior Fund Accountant at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   July 2015 - Present
Mitsubishi UFJ Fund Services (acquired Meridian Fund Services LLC, July 2014)   March 2013 - June 2015
Association for Computing Machinery  May 2010 - March 2013
Baruch College  August 2009 - December 2009

Skills
Microsoft Excel, Financial Reporting, Microsoft Word, Outlook, Account Reconciliation, PowerPoint, Accounts Payable, Quickbooks Online Plus, Paxus, Bloomberg

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2013
Bachelor of Business Administration (BBA), Accounting

Rajat Narang Rajat Narang Halifax, Canada Area Details
Rajat Narang's Mitsubishi UFJ Fund Services Experience April 2014 - September 2014
Job MBA | CGA student | Financial Services Officer 3 (Senior Investment Fund Accountant) for NS Pension Services Corporation
Industry Accounting
Experience
NS Pension Services Corporation   September 2014 - Present
Mitsubishi UFJ Fund Services   April 2014 - September 2014
Mitsubishi UFJ Fund Services   June 2011 - March 2014
Jain Amar Clothing Pvt Ltd   April 2008 - September 2008
H.K. Aneja & Co. Chartered Accountants, Ludhiana, India   December 2006 - September 2008

Skills
Accounting, Financial Analysis, Business Analysis, Reconciliations, Financial Reporting, Corporate Finance, Analysis, Auditing, Bloomberg, Leadership, Financial Modeling, Valuation, Risk Management, Management, Investments, Hedge Funds, Strategic Financial..., Financial Accounting, Securities, Fund Accounting, Finance, Account Reconciliation, Process Automation, Operations Management, Financial Statements, Internal Controls

Education
CGA Nova Scotia   2011 — 2014
Certified General Accountant

Saint Mary's University   2009 — 2011
Masters in Business Administration, Accounting, Marketing

Panjab University   2005 — 2008
Bachelors, Commerce (Accounting, Finance)

Graham McGuire Graham McGuire Halifax, Canada Area Details
Graham McGuire's Mitsubishi UFJ Fund Services Experience January 2014 - Present
Job Staff Accountant at AC Hunter Tellier Belgrave Adamson
Industry Financial Services
Experience
AC Hunter Tellier Belgrave Adamson   February 2015 - Present
Mitsubishi UFJ Fund Services   January 2014 - Present
Halifax Regional School Board  September 2013 - January 2014
Emerald Tile & Marble   September 2012 - June 2013
Maple Leaf International School, TT   September 2011 - June 2012
David Thompson Brigade   September 2010 - August 2011
Lakehead Public Schools   November 2010 - April 2011
Frontier College  October 2010 - January 2011
Lakehead University  September 2007 - September 2010
Ontario Ministry of Tourism   June 2005 - August 2010

Skills
Teaching, Curriculum Design, Curriculum Development, Educational Leadership, Teacher Training, Lesson Planning, Tutoring, Literacy, ESL, Teaching English as a..., Classroom Management, Classroom, Educational Technology, Adult Education, Differentiated..., Customer Service, Marketing, Email, Distance Learning, Fiber Optics, Mathematics, Operations Research, CPM Scheduling, PERT, Building Relationships, Team Leadership, Coaching, Conflict Resolution, Behavior Management, Developmental..., Linear Programming, Linear Regression, Statistical Modeling, Cost Benefit, Job Scheduling, Timesheet, Time Management, Training Delivery, Presentations, Leading Discussions, Report Writing, Interactive..., Drama, Singing, Musicians, Travel Planning, Budget, Bookkeeping, Fundraising, Sponsorship Sales

Education
Lakehead University   2010 — 2011
Bachelor of Education (BEd), I/S Math and Physics Teachables

Lakehead University   2006 — 2010
HBSc, Mathematics, 4.0

John Lutz John Lutz Greater New York City Area Details
John Lutz's Mitsubishi UFJ Fund Services Experience October 2013 - September 2014
Job Officer at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions  August 2015 - Present
International Fund Services (NA) LLC, A State Street Company   October 2014 - August 2015
Mitsubishi UFJ Fund Services   October 2013 - September 2014
Angelo, Gordon & Co.   September 2012 - October 2013
Citco Fund Services  January 2008 - January 2012
Citco Fund Services  January 2006 - December 2007
Citco Fund Services  August 2003 - December 2005
Deutsche Bank (acquired by State Street)   February 2001 - August 2003
Morgan Stanley Dean Witter  August 1998 - November 2000

Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds

Education
City University of New York-Herbert H. Lehman College
BA, Accounting

Bronx High School of Science

Boyu Wang Boyu Wang Washington D.C. Metro Area Details
Boyu Wang's Mitsubishi UFJ Fund Services Experience May 2013 - June 2013
Job MSF candidate at George Washington University School of Business
Industry Financial Services
Experience
ICBC-AXA Life   June 2014 - August 2014
Macquarie Group  June 2013 - August 2013
Mitsubishi UFJ Fund Services   May 2013 - June 2013
China Life Insurance Co.Ltd  June 2012 - August 2012
Credit Suisse  June 2011 - August 2011

Skills
SAS, Bloomberg, Microsoft Office, Data Analysis, Teamwork, Microsoft Excel, PowerPoint, Finance, Time Management, Access, Economics, Microsoft Word, Management

Education
The George Washington University - School of Business   2014 — 2016
Master's Degree, Finance

Purdue University - Krannert School of Management   2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management

Scott Lederman Scott Lederman Greater New York City Area Details
Scott Lederman's Mitsubishi UFJ Fund Services Experience March 2015 - Present
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

Furkan Khan Furkan Khan Kitchener, Canada Area Details
Furkan Khan's Mitsubishi UFJ Fund Services Experience September 2010 - May 2012
Job Senior Technical Support Analyst at Desire2Learn
Industry Computer Software
Experience
Desire2Learn  November 2012 - Present
Lone Wolf Real Estate Technologies  May 2012 - October 2012
Mitsubishi UFJ Fund Services   September 2010 - May 2012
University of the Punjab  June 2004 - February 2008
University of Management and Technology,  January 1999 - May 2004

Skills
SSRS, CDC, C#, VB.NET, ASP.NET, XML, HTML, Microsoft SQL Server, Crystal Reports, Databases, .NET, SDLC, Windows Server, IIS, Troubleshooting

Education
University of Waterloo   2008 — 2010
MMath Computer Science, Databases, A

University of the Punjab, Lahore   2005 — 2007
Master's Degree, Quality Control Technology/Technician, A

Hamdard University   2000 — 2003
Master's degree, Computer Science

Jeff Ryan, CGA Jeff Ryan, CGA Halifax, Canada Area Details
Jeff Ryan, CGA's Mitsubishi UFJ Fund Services Experience May 2009 - Present
Job Senior Hedge Fund Accountant/Customer service manager at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   May 2009 - Present
Eye Level Art Gallery   April 2011 - November 2014
Butterfield Fulcrum  May 2009 - September 2013
RBC Dexia Investor Services  June 2006 - April 2009

Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Payroll, Accounting, Fund Accounting, Management, Mutual Funds, Financial Modeling, Hedge Funds, Financial Reporting, Internal Controls, Investments, Auditing

Education
Saint Mary's University   2000 — 2005
B. Comm, Accounting

Saint Mary's University   1999 — 2005
Bachelor of Commerce (BCom), Accounting

Steve Slessor Steve Slessor Kitchener, Canada Area Details
Steve Slessor's Mitsubishi UFJ Fund Services Experience October 2014 - Present
Job Managing Director
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   October 2014 - Present
Butterfield Fulcrum Group - formerly Fulcrum Fund Services   2005 - January 2011
AIG  August 1999 - September 2001
KPMG Bermuda  September 1997 - June 1999

Skills
Public Speaking, Team Management, Fund Accounting, Fund Administration, Fund Of Funds

Education
Carleton University   1989 — 1994
Commerce, Accounting

Carleton University   1989 — 1994
Bachelor of Commerce, Accounting

Emily Smits Emily Smits Halifax, Canada Area Details
Emily Smits's Mitsubishi UFJ Fund Services Experience January 2011 - December 2013
Job COO, Modest Tree Media Inc.
Industry Information Technology and Services
Experience
Modest Tree Media Inc   June 2012 - Present
Mitsubishi UFJ Fund Services   January 2011 - December 2013
Mitsubishi UFJ Fund Services   April 2010 - January 2011
Butterfield Fulcrum  June 2007 - August 2010
Minacs- Bank of New York   September 2006 - April 2007

Skills
Financial Reporting, Contract Management, Accounting, Agile Project Management, Team Management, Microsoft Excel, Product Development, Financial Analysis, Fund Accounting, Software Project..., Solution Selling, Hedge Funds, Valuation, Fund Administration, Finance, Fund Of Funds, Bloomberg, Derivatives, Account Reconciliation, Capital Markets, Investor Relations, Alternative Investments, Fixed Income, Corporate Actions, Investments, Securities, Equities, Auditing, Mutual Funds, Client-focused, Transition Management, Swaps

Education
CMA   2009 — 2011

Laurentian University/Université Laurentienne   2003 — 2007
H.BComm, Finance

Ilya Dovidovskii Ilya Dovidovskii Greater Atlanta Area Details
Ilya Dovidovskii's Mitsubishi UFJ Fund Services Experience August 2014 - May 2015
Job Senior Application Developer at Floor & Decor
Industry Information Technology and Services
Experience
Floor & Decor  July 2015 - Present
CGI  June 2007 - July 2015
Mitsubishi UFJ Fund Services   August 2014 - May 2015
State of Hawaii  March 2014 - October 2014
State of Vermont  June 2013 - February 2014
Fannie Mae  July 2011 - June 2013
LINN Energy, LLC  July 2010 - May 2011
State of Vermont  October 2009 - June 2010
Dell  July 2009 - September 2009
TD  November 2008 - June 2009

Skills
SQL, Requirements Analysis, Data Warehousing, Business Intelligence, JavaScript, Oracle SQL, Shell Scripting, Testing, Quality Assurance, MySQL, FileNet, VBA, VB.NET, VBScript, XML, Business Rules, SOA, JUnit, Java Enterprise Edition, Java, C#

Education
Georgia Institute of Technology   2003 — 2007
Bachelor of Science, Computer Science

Georgia Perimeter College   2002 — 2003
Computer Science

Jeffrey Strauss Jeffrey Strauss Greater New York City Area Details
Jeffrey Strauss's Mitsubishi UFJ Fund Services Experience October 2013 - Present
Job Consultant at Retired
Industry Financial Services
Experience
Retired  August 2015 - Present
Mitsubishi UFJ Fund Services   October 2013 - Present
Butterfield Fulcrum  July 2011 - Present
HedgeServ  August 2009 - July 2011
Butterfield Fulcrum Group Limited   January 2008 - July 2009
Goldman Sachs & Co.   1998 - 2006
Smith Barney  February 1995 - June 1998

Skills
Alternative Investments, Hedge Funds, Investments, Fund Of Funds, Family Office, Funding, Prime Brokerage, High Net Worth..., Tax, Accounting, Equities, CRM, Fixed Income, Derivatives, Private Equity, Capital Markets, Fund Administration

Education
Pace University - Lubin School of Business   1981 — 1985
MBA, Accounting

State University of New York College at Oneonta   1968 — 1971
BA, Liberal Arts-History

Mario Sanelli Mario Sanelli Toronto, Canada Area Details
Mario Sanelli's Mitsubishi UFJ Fund Services Experience April 2015 - Present
Job Senior Leader in the Alternative Investments industry
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   April 2015 - Present
Mitsubishi UFJ Fund Services   May 2013 - March 2015
Toronto  2012 - April 2013
Citco (Canada) Inc   2010 - 2012
Citco (Canada) Inc   2008 - 2012
Citco (Canada) Inc   2005 - 2007

Skills
Hedge Funds, Capital Markets, Investments, Financial Analysis, Fund Administration, Risk Management, Equities, Business Analysis, Derivatives, Fixed Income, Portfolio Management, Financial Services, User Acceptance Testing, Relationship Management, Investor Relations, Private Equity, Vendor Management, Interest Rate..., Valuation, Settlement, Due Diligence, Bloomberg, Asset Managment, Options, Fund Accounting, Equity Derivatives, Securities, Swaps, Market Data, Financial Markets, Bloomberg Terminal, Corporate Actions, Credit Derivatives, Back Office, FX Options, Project Management, Financial Modeling, Alternative Investments, SDLC, Prime Brokerage, Middle Office, Bonds

Education
York University
Bachelor of Administrative Studies, Accounting (ongoing)-, Accounting, Finance, Economics, Management, Marketing

Ryerson University
Business Management Certificate, Accounting, Finance

Tina Xu Tina Xu Toronto, Canada Area Details
Tina Xu's Mitsubishi UFJ Fund Services Experience February 2014 - Present
Job MBA, fund accountant at Mitsubishi UFJ fund services
Industry Higher Education
Experience
Mitsubishi UFJ Fund Services   February 2014 - Present
Alam & Rasul CMAs   April 2012 - August 2012
Sinotrans Ltd., Co Contract logistics department   February 2010 - June 2011

Skills
Data Analysis, Research, SPSS, Statistics, Microsoft Office, Matlab, Qualitative Research, Public Speaking, Teamwork, Microsoft Excel, Higher Education, Critical Thinking, Oracle, QuickBooks

Education
McMaster University   2011 — 2013
MBA, Accounting

Dongbei University of Finance and Economics   2006 — 2010
Bachelor of Commerce (BCom), Accounting

Claire Lee-Osborne, CPA,CMA Claire Lee-Osborne, CPA,CMA Halifax, Canada Area Details
Claire Lee-Osborne, CPA,CMA's Mitsubishi UFJ Fund Services Experience September 2007 - April 2014
Job Manager, Trust Accounting at ADP
Industry Financial Services
Experience
ADP  September 2014 - Present
AdPro Change Systems Inc.   June 2014 - August 2014
Mitsubishi UFJ Fund Services   September 2007 - April 2014
Bermuda Rentals Ltd   2008 - 2011
Bermuda Philharmonic Society   2006 - 2008
Citigroup Fund Services   September 2003 - September 2007
BNY Mellon  March 2000 - August 2003
Bermuda Hotel Supplies   1998 - 2000

Skills
Fund Accounting, Fixed Income, Bloomberg, Portfolio Management, Financial Services, Valuation, Equities, Financial Analysis, Hedge Funds, Fund Administration, Banking, General Ledger, Account Management, Cash Management, Internal Audit, Financial Audits, Accounts Receivable, Accounts Payable, Performance Appraisal, Mentoring Of Staff, Team Management, Account Reconciliation, Analysis, Data Analysis, Financial Reporting, Process Improvement, Leadership Development, Microsoft Office, QuickBooks, Cross-functional Team...

Education
Certified Management Accountants, Atlantic Canada & Carribean,   2012 — 2015
CPA, CMA

Dalhousie University   1987 — 1990

Bermuda College   1984 — 1986

Abhilash Viswanathan Abhilash Viswanathan Greater New York City Area Details
Abhilash Viswanathan's Mitsubishi UFJ Fund Services Experience May 2012 - March 2015
Job Building new business relationships by crafting solutions for Alternative Investment managers
Industry Financial Services
Experience
SS&C Technologies  March 2015 - Present
Mitsubishi UFJ Fund Services   May 2012 - March 2015
Mitsubishi UFJ Fund Services   November 2007 - April 2012
Minacs  January 2007 - October 2007
Infosys BPO Limited  June 2003 - December 2006
FirstRing India Pvt. Ltd   April 2000 - June 2001

Skills
Hedge Funds, Equities, Management, Project Management, Derivatives, Financial Services, Team Management, Financial Analysis, Alternative Investments, Capital Markets, Business Development, Portfolio Management, Business Analysis, Risk Management, Financial Modeling, Outsourcing, Operations Management, BPO, Business Process..., Six Sigma, Fixed Income, CRM, Management Consulting, Investment Banking, Bloomberg, Business Process, Private Equity, Business Process Design, Sales Management, New Business Development, Investments, Asset Management, Mutual Funds, Valuation, Finance

Education
School of Communication and Management Studies   2001 — 2003
PGDM, Finance and Marketing

Bangalore University   1996 — 1999
Bachelor of Business Administration (B.B.A.), Marketing

Air Force School Hebbal   1983 — 1993

Seth Akar Seth Akar Greater New York City Area Details
Seth Akar's Mitsubishi UFJ Fund Services Experience June 2014 - June 2015
Job Rollins Capital Management, LLC
Industry Financial Services
Experience
Rollins Capital Management, LLC   June 2015 - Present
Mitsubishi UFJ Fund Services   June 2014 - June 2015
Meridian Fund Services LLC   March 2013 - June 2014
Meridian Fund Services LLC   May 2006 - March 2013
Parametric Capital Management LLC   2001 - 2004
Lehman Brothers  1998 - 2001

Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Fixed Income, Fund Accounting, Capital Markets, Securities, Fund Administration, Asset Management, Bloomberg, Mutual Funds, Investor Relations, Investments, Valuation, Derivatives, Private Equity, Investment Management, Swaps

Education
New York Institute of Technology-Old Westbury   1997 — 1999
MBA

William Paterson University of New Jersey   1992 — 1996
BA, Political Science

LHS

Anastasia Stepanenko Anastasia Stepanenko Halifax, Canada Area Details
Anastasia Stepanenko's Mitsubishi UFJ Fund Services Experience September 2012 - Present
Job Vice President at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services  June 2015 - Present
Mitsubishi UFJ Fund Services   September 2012 - Present
Mitsubishi UFJ Fund Services   April 2014 - June 2015
Mitsubishi UFJ Fund Services   July 2007 - September 2012
RateMiser Mortgage Advisors   May 2006 - March 2007

Skills
Fund Accounting, Investor Relations, Pay Close Attention to..., Positivity, Fund Administration, Accounting, Mutual Funds, Portfolio Management, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Securities, Fixed Income, Team Building, Client-oriented, Leadership, Languages, Organized with Strong..., Motivation, Team Leadership, Hedge Funds, Bloomberg, Corporate Actions, Fund Of Funds, Valuation, Derivatives

Education
Saint Mary's University   2003 — 2007
Commerce, Finance

Xiamen University   2005 — 2005

Corey Hamilton Corey Hamilton Kitchener, Canada Area Details
Corey Hamilton's Mitsubishi UFJ Fund Services Experience June 2013 - Present
Job Head of Operations at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   June 2013 - Present
Butterfield Fulcrum Group  January 2012 - May 2013
Butterfield Fulcrum Group  May 2006 - December 2011
Sunlife Financial  June 2001 - May 2006

Skills
Hedge Funds, Fund Administration, Financial Services, Investments, Finance, Equities, Fund Accounting, Alternative Investments, Fixed Income, Management, Portfolio Management, Capital Markets

Education
Conestoga College   1997 — 2000
Business Management

Damien Ho, CMA Damien Ho, CMA Halifax, Canada Area Details
Damien Ho, CMA's Mitsubishi UFJ Fund Services Experience July 2014 - Present
Job Senior Fund Accountant at Mitsubishi UFJ Fund Services
Industry Accounting
Experience
Mitsubishi UFJ Fund Services   July 2014 - Present
Meridian Fund Services   August 2011 - June 2014
ADP  February 2009 - January 2011
Bell Aliant  March 2004 - December 2008
Maritime Broadcasting System Limited   2002 - 2004
Halifax Daily News  1998 - 2001

Education
Society of Management Accountants of NS   2001 — 2003
Certified Management Accountant

Dalhousie University   1995 — 1998
BComm Honours, Accounting

The University of Western Ontario   1992 — 1995
BA - ACS, Financial & Economic Stream

Vancouver College High School   1987 — 1992

Edgar Guzman Edgar Guzman Greater New York City Area Details
Edgar Guzman's Mitsubishi UFJ Fund Services Experience September 2008 - January 2012
Job AML/KYC Consultant
Industry Financial Services
Experience
HSBC  December 2012 - January 2014
HSBC  June 2012 - October 2012
Mitsubishi UFJ Fund Services   September 2008 - January 2012
BNY Mellon  January 2007 - June 2008
WestLB  2000 - 2006

Skills
AML, KYC, Risk Assessment, Financial Analysis, Analysis, OFAC, Bank Secrecy Act, Software Documentation, USA PATRIOT Act, Management, Leadership, CRM, Policy, Quality Assurance, Fixed Income, Banking

Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional Certification, Corporate Governance

Pace University - Lubin School of Business
BBA, Accounting

Peter D. Smith Peter D. Smith New York, New York Details
Peter D. Smith's Mitsubishi UFJ Fund Services Experience September 2013 - Present
Job Manager, Client Executive Team at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   September 2013 - Present
Butterfield Fulcrum Group  January 2013 - August 2013
Butterfield Fulcrum Group  2009 - 2012
House of Commons of Canada  2008 - 2008

Education
Acadia University   2005 — 2009
Bachelor of Business Administration, Finance, Advertising, University Scholar

Dianne Poole Dianne Poole Halifax, Canada Area Details
Dianne Poole's Mitsubishi UFJ Fund Services Experience June 2012 - Present
Job
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   June 2012 - Present

Skills
Fund Administration, Database Administration, Data Reconciliation, Close Attention to..., Data Analysis, Microsoft Office, Learning New Software, Client Liaison, Customer Service, Team Leadership, Efficiency, Organization, Time Management

Education
Dalhousie University   2008 — 2012
Bachelor of Commerce Co-op

Halifax West High School   2005 — 2008

Matt DeLeon Matt DeLeon Halifax, Canada Area Details
Matt DeLeon's Mitsubishi UFJ Fund Services Experience September 2015 - Present
Job CoOp Student CNS Accounting Solutions
Industry Accounting
Experience
Mitsubishi UFJ Fund Services   September 2015 - Present
BDO Cayman Islands   March 2015 - August 2015
TELUS  May 2014 - March 2015
Bell Aliant  March 2013 - July 2013
Abercrombie & Fitch - Hollister Co.   June 2012 - March 2013
Cara Operations - Montana's Cookhouse & Bar   October 2007 - June 2012

Skills
Sales, Management, Staffing Services, Auditing, PowerPoint, Problem Solving, Customer Service, CRM, Recruiting, Time Management, Accounting, Teamwork, Interviews, Leadership

Education
Saint Mary's University   2008 — 2012
BComm, General Business

Community Career Academy   2007 — 2008
International Bartending Certificate Course, Formal Wine Service and Responsible Alcohol Service

Justin Lioi Justin Lioi Greater New York City Area Details
Justin Lioi's Mitsubishi UFJ Fund Services Experience June 2014 - Present
Job Manager, Fund Administration
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services   June 2014 - Present
Meridian Fund Services   January 2012 - June 2014
HSBC Securities  August 2006 - December 2011

Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Fund Accounting, Bloomberg, Mutual Funds, Securities, Fund Administration, Equities, Valuation, Bloomberg Terminal, Derivatives, Corporate Actions, Capital Markets, Fixed Income, Asset Management, Portfolio Management, Investments, Private Equity

Education
Bentley University   2002 — 2006
B.S., Finance

Megan McCard Megan McCard Minneapolis, Minnesota Details
Megan McCard's Mitsubishi UFJ Fund Services Experience November 2012 - Present
Job SPV Accountant at Mitsubishi UFJ Securities
Industry Investment Management
Experience
Mitsubishi UFJ Fund Services   November 2012 - Present
Whitebox Advisors LLC  August 2007 - November 2012
Ernst & Young  June 2004 - August 2007

Skills
Account Reconciliation, Asset Management, Auditing, Due Diligence, External Audit, Financial Audits, Financial Statements, GAAP, Hedge Funds, Portfolio Management, SEC filings, Internal Audit

Education
University of Iowa   2002 — 2003
Master's Degree, Accounting

University of Iowa   1999 — 2002
Bachelor's Degree, Accounting

Andrew Menzies Andrew Menzies Halifax, Canada Area Details
Andrew Menzies's Mitsubishi UFJ Fund Services Experience April 2014 - Present
Job Deputy Manager at Mitsubishi UFJ Fund Services
Industry Accounting
Experience
Mitsubishi UFJ Fund Services   April 2014 - Present
Mitsubishi UFJ Fund Services   June 2013 - April 2014
Mitsubishi UFJ Fund Services   April 2011 - June 2013
Citco Fund Services  February 2010 - April 2011

Skills
Fund Accounting, Fund Administration, Account Reconciliation, Hedge Funds, Accounting, Financial Accounting, Equities, Derivatives, Corporate Actions, Fixed Income, Finance, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Valuation, Bloomberg, Mutual Funds

Education
Saint Mary's University   2007 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance

Dalhousie University   2004 — 2007
Computer Science

Neal Chatrath Neal Chatrath New York, New York Details
Neal Chatrath's Mitsubishi UFJ Fund Services Experience October 2012 - June 2014
Job Sr. Account Manager & Sales Executive at SunGard Asset Management
Industry Financial Services
Experience
SunGard Financial Systems  July 2014 - Present
Mitsubishi UFJ Fund Services   October 2012 - June 2014
MSCI Inc. (RiskMetrics/ Measurisk)   December 2009 - October 2012
King Street Capital Management  April 2008 - December 2009
Citi  June 2006 - April 2008

Skills
Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Middle Office, Investment Banking, Credit Derivatives, Options, Valuation, Asset Management, Securities, Equity Research, Investment Management, Fund Of Funds, Asset Allocation, Structured Products

Education
Pace University - Lubin School of Business   2013 — 2014
Master of Science (M.S.), Finance

Rutgers, The State University of New Jersey - Rutgers Business School   2002 — 2006
Bachelor of Science (B.S.), Finance

Christian Brothers Academy   1998 — 2002