SALI Fund Services
Industry: Company
DescriptionFounded: 2002
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SALI Fund Services Employees
Employee
Years
Job
Industry
Kim Matus Kim Matus's SALI Fund Services Experience October 2013 - Present
Job Fund Analyst/Accountant at SALI Fund Services
Industry Financial Services
Experience
SALI Fund Services October 2013 - Present
Retirement Plan Fiduciaries,LLC February 2013 - October 2013
Charles Schwab 2008 - 2012
The Standard March 1987 - February 2008
Skills
Compliance Testing, Contribution..., Earnings Calculations, Projections, Microsoft Excel, Microsoft Office, CPC, QPA and QKA...
Education
The University of Texas at Austin 1994 — 1996
Bachelor of Science (BS), Business Administration - Finance
Austin Community College 1991 — 1994
Associates Degree, Business Administration
SALI Fund Services October 2013 - Present
Retirement Plan Fiduciaries,LLC February 2013 - October 2013
Charles Schwab 2008 - 2012
The Standard March 1987 - February 2008
Skills
Compliance Testing, Contribution..., Earnings Calculations, Projections, Microsoft Excel, Microsoft Office, CPC, QPA and QKA...
Education
The University of Texas at Austin 1994 — 1996
Bachelor of Science (BS), Business Administration - Finance
Austin Community College 1991 — 1994
Associates Degree, Business Administration
Alex Bryan Alex Bryan's SALI Fund Services Experience April 2012 - September 2012
Job Summer Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2015 - Present
The BVA Group LLC January 2015 - March 2015
Fidelity Investments June 2014 - August 2014
M Group LLP May 2013 - August 2013
SALI Fund Services April 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Analysis, Finance, Financial Accounting, Leadership, Time Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
McKinsey & Company June 2015 - Present
The BVA Group LLC January 2015 - March 2015
Fidelity Investments June 2014 - August 2014
M Group LLP May 2013 - August 2013
SALI Fund Services April 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Analysis, Finance, Financial Accounting, Leadership, Time Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Emily Ngo's SALI Fund Services Experience May 2014 - November 2014
Job Student at The University of Texas at Austin
Industry
Experience
SALI Fund Services May 2014 - November 2014
The University of Texas at Austin June 2013 - December 2013
Skills
C++ Language, Java, x86 Assembly, Programming, C, Microsoft Office, HTML, Research, Python, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (B.S.), Computer Science
SALI Fund Services May 2014 - November 2014
The University of Texas at Austin June 2013 - December 2013
Skills
C++ Language, Java, x86 Assembly, Programming, C, Microsoft Office, HTML, Research, Python, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Thomas Nieman Thomas Nieman's SALI Fund Services Experience December 2002 - Present
Job Managing Principal at Sali Fund Services
Industry Investment Management
Experience
SALI Fund Services December 2002 - Present
Sandefer Capital Partners April 2000 - September 2002
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1989 — 1993
Bachelor's Degree, Accounting
SALI Fund Services December 2002 - Present
Sandefer Capital Partners April 2000 - September 2002
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1989 — 1993
Bachelor's Degree, Accounting
Richard Coffin Richard Coffin's SALI Fund Services Experience February 2015 - Present
Job Director of Marketing at SALI Fund Services
Industry Financial Services
Experience
SALI Fund Services February 2015 - Present
RCFCS, LLC 2013 - January 2015
Barclays Capital February 2012 - May 2013
Barclays October 2008 - January 2012
Lehman Brothers August 1996 - September 2008
Hess Corporation June 1988 - July 1996
WR Grace April 1983 - August 1986
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Equity Derivatives, Investment Banking, Prime Brokerage, Structured Products, Trading Systems, Credit Derivatives, Options
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Bucknell University 1978 — 1982
B.S., Chemical Engineering
Winston Churchill HS
SALI Fund Services February 2015 - Present
RCFCS, LLC 2013 - January 2015
Barclays Capital February 2012 - May 2013
Barclays October 2008 - January 2012
Lehman Brothers August 1996 - September 2008
Hess Corporation June 1988 - July 1996
WR Grace April 1983 - August 1986
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Equity Derivatives, Investment Banking, Prime Brokerage, Structured Products, Trading Systems, Credit Derivatives, Options
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Bucknell University 1978 — 1982
B.S., Chemical Engineering
Winston Churchill HS
Chase McLaughlin's SALI Fund Services Experience October 2011 - August 2012
Job Investment Banking Analyst at Scotia Waterous
Industry Investment Banking
Experience
Scotia Waterous August 2015 - Present
Scotia Waterous June 2014 - August 2014
BG Group June 2013 - August 2013
Fulcrum Capital September 2012 - December 2012
SALI Fund Services October 2011 - August 2012
Skills
Econometric Modeling, Financial Accounting, Time Management, Regression Analysis, Distressed Debt, Finance, Capital IQ, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Masters in Professional Accounting, Financial Reporting & Assurance
The University of Texas at Austin 2010 — 2014
Bachelor of Arts, Economics
Scotia Waterous August 2015 - Present
Scotia Waterous June 2014 - August 2014
BG Group June 2013 - August 2013
Fulcrum Capital September 2012 - December 2012
SALI Fund Services October 2011 - August 2012
Skills
Econometric Modeling, Financial Accounting, Time Management, Regression Analysis, Distressed Debt, Finance, Capital IQ, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Masters in Professional Accounting, Financial Reporting & Assurance
The University of Texas at Austin 2010 — 2014
Bachelor of Arts, Economics
Sanah Virani Sanah Virani's SALI Fund Services Experience September 2012 - March 2013
Job Advisory Associate at KPMG US
Industry Financial Services
Experience
KPMG US August 2014 - Present
Morgan Stanley May 2013 - August 2013
SALI Fund Services September 2012 - March 2013
Amaya Clinic May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Sports, Microsoft Word, Customer Service, Teamwork, Data Entry, Data Analysis, Access, Leadership, PowerPoint, Financial Analysis, Finance, Public Speaking, Research, Financial Modeling, Accounting, Analysis, Sales, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Clements High School
KPMG US August 2014 - Present
Morgan Stanley May 2013 - August 2013
SALI Fund Services September 2012 - March 2013
Amaya Clinic May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Sports, Microsoft Word, Customer Service, Teamwork, Data Entry, Data Analysis, Access, Leadership, PowerPoint, Financial Analysis, Finance, Public Speaking, Research, Financial Modeling, Accounting, Analysis, Sales, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Clements High School
Christopher Capehart's SALI Fund Services Experience August 2014 - July 2015
Job Operational Accountant at Whole Foods Market
Industry Accounting
Experience
Whole Foods Market July 2015 - Present
SALI Fund Services August 2014 - July 2015
Sylvan Learning 2012 - July 2014
Liberty Christian School 2007 - 2008
R.L. Townsend & Associates 2006 - 2007
Legacy Christian Academy 2000 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Editing, Writing, Speech Writing, Creative Writing, Auditing, Accounting, Teaching, Leadership, Financial Analysis, Educational Leadership, Professional..., Analysis, Tutoring
Education
Austin Community College 2013 — 2014
Certificate in Accounting, Accounting, 4.0
The University of Texas at Dallas 2006 — 2007
M.A., Arts & Humanities
The University of Texas at Dallas 1999 — 2003
B.A., English Literature, 4.0, summa cum laude
Whole Foods Market July 2015 - Present
SALI Fund Services August 2014 - July 2015
Sylvan Learning 2012 - July 2014
Liberty Christian School 2007 - 2008
R.L. Townsend & Associates 2006 - 2007
Legacy Christian Academy 2000 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Editing, Writing, Speech Writing, Creative Writing, Auditing, Accounting, Teaching, Leadership, Financial Analysis, Educational Leadership, Professional..., Analysis, Tutoring
Education
Austin Community College 2013 — 2014
Certificate in Accounting, Accounting, 4.0
The University of Texas at Dallas 2006 — 2007
M.A., Arts & Humanities
The University of Texas at Dallas 1999 — 2003
B.A., English Literature, 4.0, summa cum laude
Jessie Sackett Jessie Sackett's SALI Fund Services Experience June 2015 - Present
Job Staff Accountant with SALI Fund Services
Industry Accounting
Experience
SALI Fund Services June 2015 - Present
Carr, Riggs & Ingram, LLC January 2013 - June 2015
Pflugerville ISD August 2011 - June 2012
Conroe ISD August 2009 - June 2011
Houston ISD June 2008 - May 2009
Houston ISD August 2006 - May 2008
Education
Austin Community College 2013 — 2015
Accounting
Southwest Texas State University 2000 — 2002
Master of Science (MS), Geography
Southwest Texas State University 1997 — 2000
Bachelor of Science (BS), Phsyical and Applied Geography
SALI Fund Services June 2015 - Present
Carr, Riggs & Ingram, LLC January 2013 - June 2015
Pflugerville ISD August 2011 - June 2012
Conroe ISD August 2009 - June 2011
Houston ISD June 2008 - May 2009
Houston ISD August 2006 - May 2008
Education
Austin Community College 2013 — 2015
Accounting
Southwest Texas State University 2000 — 2002
Master of Science (MS), Geography
Southwest Texas State University 1997 — 2000
Bachelor of Science (BS), Phsyical and Applied Geography
Frankie Hefley's SALI Fund Services Experience December 2009 - July 2014
Job Financial Coordinator at Torchy's Tacos
Industry Accounting
Experience
Torchy's Tacos September 2015 - Present
Torchy's Tacos September 2014 - September 2015
SALI Fund Services December 2009 - July 2014
Skills
Accounting, Hedge Funds, Investments, Fund Of Funds, Microsoft Excel, Salesforce.com, Fund Accounting, Accounts Payable, Project Management, Fund Administration, Analysis, General Ledger, QuickBooks, Risk Management, Private Equity, Account Reconciliation, Finance, Microsoft Office, Tax, Budgets, Managerial Finance
Education
Concordia University-Austin 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Torchy's Tacos September 2015 - Present
Torchy's Tacos September 2014 - September 2015
SALI Fund Services December 2009 - July 2014
Skills
Accounting, Hedge Funds, Investments, Fund Of Funds, Microsoft Excel, Salesforce.com, Fund Accounting, Accounts Payable, Project Management, Fund Administration, Analysis, General Ledger, QuickBooks, Risk Management, Private Equity, Account Reconciliation, Finance, Microsoft Office, Tax, Budgets, Managerial Finance
Education
Concordia University-Austin 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Cameron Vail Cameron Vail's SALI Fund Services Experience March 2013 - Present
Job Fund Development Analyst at SALI Fund Services
Industry Financial Services
Experience
SALI Fund Services March 2013 - Present
Hewlett-Packard October 2012 - March 2013
Bluehorse Associates February 2012 - July 2012
Wison Group April 2012 - June 2012
ABC Home & Commercial Services April 2005 - February 2012
Skills
Marketing, Management, Microsoft Office, Outlook, Microsoft Excel, Sales, Strategic Planning, Microsoft Word, Operational Excellence, Social Media Marketing, Analysis, Leadership, French, Process Improvement, PowerPoint, Negotiation, Time Management, Financial Analysis, Financial Modeling, Financial Services, Financial Markets, Hedge Funds, Private Placements, Project Management, Team Management, Operations Management, Team Building, SharePoint, Salesforce.com, Clarizen, Intralink, Supply Chain Management, Supply Chain Operations
Education
Paris School of Business 2011 — 2012
Master of Science (MSc), International Management
Shanghai Normal University 2012 — 2012
International Management, Chinese Studies
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.52
University of New South Wales 2010 — 2010
Finance, General
SALI Fund Services March 2013 - Present
Hewlett-Packard October 2012 - March 2013
Bluehorse Associates February 2012 - July 2012
Wison Group April 2012 - June 2012
ABC Home & Commercial Services April 2005 - February 2012
Skills
Marketing, Management, Microsoft Office, Outlook, Microsoft Excel, Sales, Strategic Planning, Microsoft Word, Operational Excellence, Social Media Marketing, Analysis, Leadership, French, Process Improvement, PowerPoint, Negotiation, Time Management, Financial Analysis, Financial Modeling, Financial Services, Financial Markets, Hedge Funds, Private Placements, Project Management, Team Management, Operations Management, Team Building, SharePoint, Salesforce.com, Clarizen, Intralink, Supply Chain Management, Supply Chain Operations
Education
Paris School of Business 2011 — 2012
Master of Science (MSc), International Management
Shanghai Normal University 2012 — 2012
International Management, Chinese Studies
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.52
University of New South Wales 2010 — 2010
Finance, General
Vishwa Rao's SALI Fund Services Experience May 2010 - May 2012
Job Planning Analyst at Entergy Services, Inc.
Industry Accounting
Experience
Entergy Services, Inc. June 2012 - January 2014
SALI Fund Services May 2010 - May 2012
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Entergy Services, Inc. June 2012 - January 2014
SALI Fund Services May 2010 - May 2012
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Ysenia Rhodes's SALI Fund Services Experience November 2010 - Present
Job Analyst
Industry Financial Services
Experience
SALI Fund Services November 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - January 2010
Skills
Hedge Funds, Investments, Insurance Dedicated..., Insurance Dedicated..., Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Spanish, Management, Marketing, PowerPoint, Analysis, Equities, Asset Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
SALI Fund Services November 2010 - Present
Ameriprise Financial Services, Inc. May 2008 - January 2010
Skills
Hedge Funds, Investments, Insurance Dedicated..., Insurance Dedicated..., Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce.com, Spanish, Management, Marketing, PowerPoint, Analysis, Equities, Asset Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY