Ultimus Fund Solutions, LLC
Industry: Company
DescriptionFounded: 1999 Subsidiaries: Woodfield Fund Administration LLC, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportUltimus Fund SolutionsWebsiteDirections Saved (0) Saved Save Banking and finance in Springdale, Ohio Address: 225 Pictoria Dr, Cincinnati, OH 45246 Phone: (513) 587-3400Category: : : Place name: : : Website: : Hours: : Website: http://www.ultimusfundsolutions.com/ Category: Banking and Finance 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ultimus Fund Solutions Posting publicly on the Web Write a review Reviews Be the first to review
Ultimus Fund Solutions, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ultimus Fund Solutions, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ultimus Fund Solutions, LLC Employees
Employee
Years
Job
Industry
Angela A. Simmons Angela A. Simmons's Ultimus Fund Solutions, LLC Experience August 2015 - Present
Job AVP, Associate Director Financial Administration at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2015 - Present
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - February 2014
Ultimus Fund Solutions, LLC January 2007 - April 2012
Integrated Fund Services, Inc. July 2000 - December 2006
Mellon Bank May 1998 - June 2000
Skills
Fund Accounting, Financial Reporting, Board Presentations, Fund Administration, Mutual Funds, NAV, Internal Controls, Investments, Financial Statements, Transfer Agency, Financial Services, Fixed Income, Auditing, Tax, Management, Securities, Equities
Education
Thiel College 1994 — 1998
Bachelors, Business Administration, Chemistry
Thiel College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ultimus Fund Solutions, LLC August 2015 - Present
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - February 2014
Ultimus Fund Solutions, LLC January 2007 - April 2012
Integrated Fund Services, Inc. July 2000 - December 2006
Mellon Bank May 1998 - June 2000
Skills
Fund Accounting, Financial Reporting, Board Presentations, Fund Administration, Mutual Funds, NAV, Internal Controls, Investments, Financial Statements, Transfer Agency, Financial Services, Fixed Income, Auditing, Tax, Management, Securities, Equities
Education
Thiel College 1994 — 1998
Bachelors, Business Administration, Chemistry
Thiel College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brad Kamman Brad Kamman's Ultimus Fund Solutions, LLC Experience March 2008 - September 2008
Job Financial Analyst at Cengage Learning
Industry E-Learning
Experience
Cengage Learning April 2014 - Present
Omnicare Inc. September 2011 - March 2014
U.S. Bank January 2011 - September 2011
Meritor March 2009 - February 2010
Ultimus Fund Solutions, LLC March 2008 - September 2008
Skills
Banking, Financial Analysis, Pricing, Finance, Microsoft Office, Customer Service, Microsoft Excel, Access, Procurement, Variance Analysis, Data Analysis, Program Management, Cross-functional Team..., Financial Statements, Accounting, Management, Leadership
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Miami University 2006 — 2007
Business Economics
Cengage Learning April 2014 - Present
Omnicare Inc. September 2011 - March 2014
U.S. Bank January 2011 - September 2011
Meritor March 2009 - February 2010
Ultimus Fund Solutions, LLC March 2008 - September 2008
Skills
Banking, Financial Analysis, Pricing, Finance, Microsoft Office, Customer Service, Microsoft Excel, Access, Procurement, Variance Analysis, Data Analysis, Program Management, Cross-functional Team..., Financial Statements, Accounting, Management, Leadership
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Miami University 2006 — 2007
Business Economics
Ashley Yanzsa Ashley Yanzsa's Ultimus Fund Solutions, LLC Experience May 2014 - Present
Job Fund Accountant at Ultimus Fund Solutions, LLC
Industry Accounting
Experience
Ultimus Fund Solutions, LLC May 2014 - Present
Cincinnati Marlins September 2013 - Present
Campus Recreation Center October 2011 - August 2014
Hark and Hark Design Company June 2012 - August 2012
Lakota Family YMCA May 2008 - April 2012
Hamilton Elks Lodge June 2010 - August 2011
Skills
Leadership, Time Management, Accounting, Financial Accounting, Microsoft Excel, Auditing, Financial Reporting, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Tax, Bookkeeping, Teamwork, Swimming, Outlook, Customer Service
Education
University of Cincinnati 2011 — 2014
Bachelor of Business Administration, Accounting and International Business; 2014
University of Cincinnati College of Business 2011 — 2014
Audencia Nantes Ecole de Management 2013 — 2013
Bachelor's Degree, International Business
University of Wisconsin 2009 — 2011
Bachelor of Business Administration, Finance and Accounting
Ultimus Fund Solutions, LLC May 2014 - Present
Cincinnati Marlins September 2013 - Present
Campus Recreation Center October 2011 - August 2014
Hark and Hark Design Company June 2012 - August 2012
Lakota Family YMCA May 2008 - April 2012
Hamilton Elks Lodge June 2010 - August 2011
Skills
Leadership, Time Management, Accounting, Financial Accounting, Microsoft Excel, Auditing, Financial Reporting, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Tax, Bookkeeping, Teamwork, Swimming, Outlook, Customer Service
Education
University of Cincinnati 2011 — 2014
Bachelor of Business Administration, Accounting and International Business; 2014
University of Cincinnati College of Business 2011 — 2014
Audencia Nantes Ecole de Management 2013 — 2013
Bachelor's Degree, International Business
University of Wisconsin 2009 — 2011
Bachelor of Business Administration, Finance and Accounting
John Rhoads John Rhoads's Ultimus Fund Solutions, LLC Experience October 2003 - November 2013
Job Director of Care Continuum, Life Learning Center
Industry Nonprofit Organization Management
Experience
Life Learning Center November 2013 - Present
Ultimus Fund Solutions, LLC October 2003 - November 2013
BHE Environmental, Inc. 2001 - 2003
Barry A. Vittor & Associates, Inc. 1998 - 2001
Skills
Project Management, Management, Report Writing, Microsoft Excel, Vendor Management, Data Analysis, Microsoft Office, Statistics, Project Planning, Budgets, Research, Troubleshooting, Technical Writing, Time Management, Coaching, Program Management, Strategic Planning
Education
University of North Carolina at Wilmington 1996 — 1998
Master of Science (M.S.), Marine Biology
Muskingum College 1992 — 1996
Bachelor of Science (B.S.), Biology and Environmental Science
Life Learning Center November 2013 - Present
Ultimus Fund Solutions, LLC October 2003 - November 2013
BHE Environmental, Inc. 2001 - 2003
Barry A. Vittor & Associates, Inc. 1998 - 2001
Skills
Project Management, Management, Report Writing, Microsoft Excel, Vendor Management, Data Analysis, Microsoft Office, Statistics, Project Planning, Budgets, Research, Troubleshooting, Technical Writing, Time Management, Coaching, Program Management, Strategic Planning
Education
University of North Carolina at Wilmington 1996 — 1998
Master of Science (M.S.), Marine Biology
Muskingum College 1992 — 1996
Bachelor of Science (B.S.), Biology and Environmental Science
Theresa Bridge, CPA Theresa Bridge, CPA's Ultimus Fund Solutions, LLC Experience February 2014 - Present
Job Vice President Director of Fund Accounting at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC September 2000 - February 2014
Integrated Fund Services, Inc. February 1994 - June 2000
Arthur Andersen, LLC September 1992 - February 1994
Skills
Mutual Funds, Fund Accounting, 1940 Act, Financial Reporting, RIC Taxation, Financial Services, Investments, Hedge Funds, Financial Analysis, Securities, Portfolio Management, Equities
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Worthington High School 1985 — 1988
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC September 2000 - February 2014
Integrated Fund Services, Inc. February 1994 - June 2000
Arthur Andersen, LLC September 1992 - February 1994
Skills
Mutual Funds, Fund Accounting, 1940 Act, Financial Reporting, RIC Taxation, Financial Services, Investments, Hedge Funds, Financial Analysis, Securities, Portfolio Management, Equities
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Worthington High School 1985 — 1988
Hannah Dorsey Hannah Dorsey's Ultimus Fund Solutions, LLC Experience June 2009 - August 2009
Job Student at Miami University
Industry
Experience
Kings Island April 2012 - June 2013
Kings Island April 2010 - June 2013
Ultimus Fund Solutions, LLC June 2009 - August 2009
Skills
Time Management, Teamwork, Microsoft Word, Social Networking
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Nutrition
Mother of Mercy High School 2007 — 2011
Kings Island April 2012 - June 2013
Kings Island April 2010 - June 2013
Ultimus Fund Solutions, LLC June 2009 - August 2009
Skills
Time Management, Teamwork, Microsoft Word, Social Networking
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Nutrition
Mother of Mercy High School 2007 — 2011
Frank Maresca's Ultimus Fund Solutions, LLC Experience March 2009 - February 2012
Job Fund Solutions and New Business Development
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
Jeff Romie Jeff Romie's Ultimus Fund Solutions, LLC Experience February 2015 - Present
Job Fund Accountant at Ultimus Fund Solutions, LLC
Industry Banking
Experience
Ultimus Fund Solutions, LLC February 2015 - Present
Fifth Third Bank June 2013 - February 2015
Fifth Third Bank April 2012 - May 2013
UPS January 2008 - September 2010
US Navy September 2003 - September 2007
Skills
Risk Management, Weapons, Banking, Commercial Banking, Training, Program Management, Leadership, Analysis
Education
Wright State University 2010 — 2011
Bachelor of Science, Business; Finance and Accounting
Sinclair Community College 2008 — 2010
Associates of Science, Business Administration
Ultimus Fund Solutions, LLC February 2015 - Present
Fifth Third Bank June 2013 - February 2015
Fifth Third Bank April 2012 - May 2013
UPS January 2008 - September 2010
US Navy September 2003 - September 2007
Skills
Risk Management, Weapons, Banking, Commercial Banking, Training, Program Management, Leadership, Analysis
Education
Wright State University 2010 — 2011
Bachelor of Science, Business; Finance and Accounting
Sinclair Community College 2008 — 2010
Associates of Science, Business Administration
Joshua Studer Joshua Studer's Ultimus Fund Solutions, LLC Experience July 2012 - Present
Job Senior Fund Accountant at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC July 2012 - Present
BMW Financial Services June 2011 - November 2011
Deer Creek Golf Course / Winding Hollow Golf Club September 2008 - June 2011
BMW Financial Services February 2008 - September 2008
Citi Global Transaction Services (formerly BISYS Fund Services) June 2001 - January 2008
Citi Global Transaction Services (formerly BISYS Fund Services) August 1998 - June 2001
Cafe Courier, Inc. January 1997 - April 1998
Skills
Crystal Reports, Project Implementation, Business Analysis, Quality Assurance, System Testing, Associate Training, Production Support, Performance Reporting, System Administration, Fund Accounting, Training
Education
The Ohio State University 2008 — 2009
None, Professional Golf Management
Ohio Dominican University 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Columbus State Community College 1996 — 1998
Associate of Science (A.S.), Small Business Management
Ultimus Fund Solutions, LLC July 2012 - Present
BMW Financial Services June 2011 - November 2011
Deer Creek Golf Course / Winding Hollow Golf Club September 2008 - June 2011
BMW Financial Services February 2008 - September 2008
Citi Global Transaction Services (formerly BISYS Fund Services) June 2001 - January 2008
Citi Global Transaction Services (formerly BISYS Fund Services) August 1998 - June 2001
Cafe Courier, Inc. January 1997 - April 1998
Skills
Crystal Reports, Project Implementation, Business Analysis, Quality Assurance, System Testing, Associate Training, Production Support, Performance Reporting, System Administration, Fund Accounting, Training
Education
The Ohio State University 2008 — 2009
None, Professional Golf Management
Ohio Dominican University 2003 — 2005
Bachelor of Science (B.S.), Business Administration
Columbus State Community College 1996 — 1998
Associate of Science (A.S.), Small Business Management
Jenny Leamer's Ultimus Fund Solutions, LLC Experience February 2014 - Present
Job Mutual Fund Controller at Ultimus Fund Solutions
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC April 2000 - February 2014
Arthur Andersen 1998 - 2000
Skills
Mutual Funds, Business Analysis, Microsoft Office, Customer Service, Financial Reporting, Fund Accounting, Team Building, Team Leadership
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ultimus Fund Solutions, LLC February 2014 - Present
Ultimus Fund Solutions, LLC April 2000 - February 2014
Arthur Andersen 1998 - 2000
Skills
Mutual Funds, Business Analysis, Microsoft Office, Customer Service, Financial Reporting, Fund Accounting, Team Building, Team Leadership
Education
Miami University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Patricia (Bruns) Plavko Patricia (Bruns) Plavko's Ultimus Fund Solutions, LLC Experience June 2013 - Present
Job Attorney, Ultimus Fund Solutions, LLC
Industry Law Practice
Experience
Ultimus Fund Solutions, LLC June 2013 - Present
Financial Industry Regulatory Authority May 2012 - April 2013
US Securities and Exchange Commission January 2012 - April 2012
NCR Corporation May 2011 - August 2011
Skills
Legal Writing, Legal Research, Securities Regulation, Corporate Law, Securities Law, Financial Regulation, Compliance, Securities Market, Westlaw, Mutual Funds, 1940 Act, Closed-end Funds, Securities Exchange Act..., Fund Administration, Corporate Governance, Securities, Research
Education
The Catholic University of America, Columbus School of Law 2010 — 2013
J.D.
University of Dayton 2006 — 2010
B.S.B.A.
Chaminade Julienne High School 2002 — 2006
Ultimus Fund Solutions, LLC June 2013 - Present
Financial Industry Regulatory Authority May 2012 - April 2013
US Securities and Exchange Commission January 2012 - April 2012
NCR Corporation May 2011 - August 2011
Skills
Legal Writing, Legal Research, Securities Regulation, Corporate Law, Securities Law, Financial Regulation, Compliance, Securities Market, Westlaw, Mutual Funds, 1940 Act, Closed-end Funds, Securities Exchange Act..., Fund Administration, Corporate Governance, Securities, Research
Education
The Catholic University of America, Columbus School of Law 2010 — 2013
J.D.
University of Dayton 2006 — 2010
B.S.B.A.
Chaminade Julienne High School 2002 — 2006
Julie Meeker-Kishler Julie Meeker-Kishler's Ultimus Fund Solutions, LLC Experience May 2012 - Present
Job Business Development Analyst at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2012 - Present
J.P. Morgan December 1996 - December 2011
Integrated Fund Services December 1999 - March 2007
Countrywide Fund Services/MGF 1996 - 1999
Fifth Third Bank 1989 - 1995
Skills
Research, Reporting & Analysis, Teamwork, New Business Development, Marketing Strategy, Executive Support, Client Relationship..., Client Services, Coordinating Events, CRM, Financial Services
Education
Miami University 1985 — 1989
Bachelor of Philosophy, Major- Interdisciplinary Studies; Minor-Social Work
Ultimus Fund Solutions, LLC May 2012 - Present
J.P. Morgan December 1996 - December 2011
Integrated Fund Services December 1999 - March 2007
Countrywide Fund Services/MGF 1996 - 1999
Fifth Third Bank 1989 - 1995
Skills
Research, Reporting & Analysis, Teamwork, New Business Development, Marketing Strategy, Executive Support, Client Relationship..., Client Services, Coordinating Events, CRM, Financial Services
Education
Miami University 1985 — 1989
Bachelor of Philosophy, Major- Interdisciplinary Studies; Minor-Social Work
Ross Merrill, MBA's Ultimus Fund Solutions, LLC Experience August 2015 - Present
Job Mutual Fund Accountant at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2015 - Present
Ball State University November 2014 - May 2015
Northwestern Mutual July 2013 - December 2014
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, Asset Allocation, Wealth Accumulation, IRAs, Securities, Investment Advisory, Portfolio Management, Financial Planning
Education
Ball State University 2014 — 2015
Master's Degree, Finance, General
Ball State University 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Penn High School 2006 — 2010
Ultimus Fund Solutions, LLC August 2015 - Present
Ball State University November 2014 - May 2015
Northwestern Mutual July 2013 - December 2014
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, Asset Allocation, Wealth Accumulation, IRAs, Securities, Investment Advisory, Portfolio Management, Financial Planning
Education
Ball State University 2014 — 2015
Master's Degree, Finance, General
Ball State University 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Penn High School 2006 — 2010
Mashelle Tuley Mashelle Tuley's Ultimus Fund Solutions, LLC Experience September 2015 - Present
Job Accounting Assistant at Ultimus Fund Solutions, LLC
Industry Accounting
Experience
Ultimus Fund Solutions, LLC September 2015 - Present
Robinson, Lipnickey & Jones September 2014 - September 2015
Oxford Ob/Gyn, Inc. June 2003 - July 2013
Polanka Psychiatric Associates, Inc. January 1991 - June 2003
Skills
Payroll, Strong Organizational..., Microsoft Excel, Bookkeeping/Accounting, Proficent in QuickBooks..., Accounts Payable, Accounts Receivable, Bank Reconciliation, Financial Statements, Experience in Peachtree, Demonstrated Leadership, Experience in planning..., Microsoft Word, Account Reconciliation, Outlook, Invoicing, Financial Accounting, Peachtree, Budgets
Education
Cincinnati State Technical and Community College 2013 — 2015
Associate's Degree, Accounting, GPA 4.0
Ultimus Fund Solutions, LLC September 2015 - Present
Robinson, Lipnickey & Jones September 2014 - September 2015
Oxford Ob/Gyn, Inc. June 2003 - July 2013
Polanka Psychiatric Associates, Inc. January 1991 - June 2003
Skills
Payroll, Strong Organizational..., Microsoft Excel, Bookkeeping/Accounting, Proficent in QuickBooks..., Accounts Payable, Accounts Receivable, Bank Reconciliation, Financial Statements, Experience in Peachtree, Demonstrated Leadership, Experience in planning..., Microsoft Word, Account Reconciliation, Outlook, Invoicing, Financial Accounting, Peachtree, Budgets
Education
Cincinnati State Technical and Community College 2013 — 2015
Associate's Degree, Accounting, GPA 4.0
Ana (Resendez) Buncher's Ultimus Fund Solutions, LLC Experience 2007 - 2015
Job Financial Services
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC 2007 - 2015
Cincinnati Children's Hospital Medical Center 2006 - 2010
People's Community Bank 2006 - 2007
Lebanon City Schools/Portsmouth City Schools 2003 - 2006
Education
Bluffton University 1999 — 2003
Bachelor of Arts (B.A.)
Ultimus Fund Solutions, LLC 2007 - 2015
Cincinnati Children's Hospital Medical Center 2006 - 2010
People's Community Bank 2006 - 2007
Lebanon City Schools/Portsmouth City Schools 2003 - 2006
Education
Bluffton University 1999 — 2003
Bachelor of Arts (B.A.)
Scott Stump's Ultimus Fund Solutions, LLC Experience April 2012 - October 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - October 2014
Columbia Sussex September 2010 - June 2011
Callahan & Associates June 2009 - March 2010
Skills
Economics, Microsoft Office, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Budgets, Bloomberg Terminal, Equity Valuation, Valuation, Financial Advisory, PowerPoint, Equity Research, Accounting, Finance, Mutual Funds, Forecasting, Fund Accounting, Microsoft Word, Bloomberg, Asset Management
Education
University of Cincinnati 2007 — 2012
BBA, Finance & Economics, 3.3
BlackRock November 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - October 2014
Columbia Sussex September 2010 - June 2011
Callahan & Associates June 2009 - March 2010
Skills
Economics, Microsoft Office, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Budgets, Bloomberg Terminal, Equity Valuation, Valuation, Financial Advisory, PowerPoint, Equity Research, Accounting, Finance, Mutual Funds, Forecasting, Fund Accounting, Microsoft Word, Bloomberg, Asset Management
Education
University of Cincinnati 2007 — 2012
BBA, Finance & Economics, 3.3
Niklas Bauer Niklas Bauer's Ultimus Fund Solutions, LLC Experience May 2009 - August 2009
Job Developer at Specialized Business Software, Inc
Industry Computer Software
Experience
Specialized Business Software, Inc January 2014 - Present
Predict-360 July 2013 - August 2013
Dominion September 2011 - January 2012
Dominion June 2011 - August 2011
Case Western Reserve University August 2010 - July 2011
Ultimus Fund Solutions, LLC May 2009 - August 2009
Skills
Customer Service, Microsoft Office, PowerPoint, File Management, Data Entry, Organization, Troubleshooting, Microsoft Excel, Microsoft Word, Outlook, Leadership, Windows, Teamwork, Team Leadership, Interpersonal Skill, Customer Satisfaction, Communication Skills, Java, Programming, C, Research, C#, Databases
Education
Case Western Reserve University 2008 — 2013
Bachelor of Science, Computer Science
Seven Hills 2003 — 2008
Specialized Business Software, Inc January 2014 - Present
Predict-360 July 2013 - August 2013
Dominion September 2011 - January 2012
Dominion June 2011 - August 2011
Case Western Reserve University August 2010 - July 2011
Ultimus Fund Solutions, LLC May 2009 - August 2009
Skills
Customer Service, Microsoft Office, PowerPoint, File Management, Data Entry, Organization, Troubleshooting, Microsoft Excel, Microsoft Word, Outlook, Leadership, Windows, Teamwork, Team Leadership, Interpersonal Skill, Customer Satisfaction, Communication Skills, Java, Programming, C, Research, C#, Databases
Education
Case Western Reserve University 2008 — 2013
Bachelor of Science, Computer Science
Seven Hills 2003 — 2008
Amity Chaulk Amity Chaulk's Ultimus Fund Solutions, LLC Experience March 2005 - September 2005
Job Senior Research Analyst, Private Equity at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors, Inc. March 2012 - April 2015
Kappa Alpha Theta Sorority, University of Cincinnati March 2003 - May 2012
J.P. Morgan August 2009 - February 2012
J.P. Morgan May 2008 - August 2009
J.P. Morgan August 2007 - May 2008
Integrated Investment Services December 2005 - August 2007
Ultimus Fund Solutions, LLC March 2005 - September 2005
Marvin F. Poer & Company December 2003 - September 2004
Education
University of Cincinnati College of Business 2001 — 2005
BA, Finance, International Business
Universidad del Desarrollo 2004 — 2004
Tecnológico de Monterrey 2002 — 2002
Newmarket High School 1997 — 2001
Country Day School
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors, Inc. March 2012 - April 2015
Kappa Alpha Theta Sorority, University of Cincinnati March 2003 - May 2012
J.P. Morgan August 2009 - February 2012
J.P. Morgan May 2008 - August 2009
J.P. Morgan August 2007 - May 2008
Integrated Investment Services December 2005 - August 2007
Ultimus Fund Solutions, LLC March 2005 - September 2005
Marvin F. Poer & Company December 2003 - September 2004
Education
University of Cincinnati College of Business 2001 — 2005
BA, Finance, International Business
Universidad del Desarrollo 2004 — 2004
Tecnológico de Monterrey 2002 — 2002
Newmarket High School 1997 — 2001
Country Day School
Linda E Bauer's Ultimus Fund Solutions, LLC Experience March 2004 - September 2009
Job Vice President, Wealth Manager, helping you navigate life transitions and eliminate investment anxiety
Industry Financial Services
Experience
Viceroy Wealth Counsel May 2010 - Present
Viceroy Wealth Counsel July 2011 - June 2014
Scarlet Oaks Return to Work Resource Center January 2010 - June 2011
Ultimus Fund Solutions, LLC March 2004 - September 2009
Ultimus Fund Solutions, LLC September 2000 - March 2004
Fidelity Investments September 1997 - September 2000
Skills
Training, Strategy, Customer Service, Career Counseling, Public Speaking, Networking, Strategic Planning, Integrity, Fundraising, Problem Solving, Leadership, Small Business, Philanthropy, Connectors, Personable, LinkedIn, Team Building, Coaching, Business Networking, Time Management, Start-ups, Connector, Technical Analysis, Project Planning, Long-term Vision, Resume Writing, Social Media, Marketing, Leadership Development, Communication, Honesty, Policy, Empathetic, Problem Resolution, Consultant, Management, Social Networking, Mentoring
Education
University of Cincinnati
BA, German Studies
Viceroy Wealth Counsel May 2010 - Present
Viceroy Wealth Counsel July 2011 - June 2014
Scarlet Oaks Return to Work Resource Center January 2010 - June 2011
Ultimus Fund Solutions, LLC March 2004 - September 2009
Ultimus Fund Solutions, LLC September 2000 - March 2004
Fidelity Investments September 1997 - September 2000
Skills
Training, Strategy, Customer Service, Career Counseling, Public Speaking, Networking, Strategic Planning, Integrity, Fundraising, Problem Solving, Leadership, Small Business, Philanthropy, Connectors, Personable, LinkedIn, Team Building, Coaching, Business Networking, Time Management, Start-ups, Connector, Technical Analysis, Project Planning, Long-term Vision, Resume Writing, Social Media, Marketing, Leadership Development, Communication, Honesty, Policy, Empathetic, Problem Resolution, Consultant, Management, Social Networking, Mentoring
Education
University of Cincinnati
BA, German Studies
Todd Morrissey Todd Morrissey's Ultimus Fund Solutions, LLC Experience 2012 - Present
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners 2004 - Present
Aasonn 2014 - Present
Professional Trading Solutions 2010 - Present
Ultimus Fund Solutions, LLC 2012 - Present
Good Harbor Financial, LLC 2013 - Present
Julia's Grace Foundation 2014 - Present
Fleet One 2008 - 2012
Advanta Partners 1999 - 2002
Bank of America Merrill Lynch 1997 - 1999
Skills
Private Equity, Growth Capital, Buyouts, Middle Market, FinTech, Business Services, Financial Services, Venture Capital, Valuation, Mergers, Investments, Investment Banking, Financial Analysis, Equities, Due Diligence, Corporate Finance, Corporate Development, Asset Management, Business Valuation
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Georgetown University 1993 — 1997
BS, Finance
Edgemont High School
LLR Partners 2004 - Present
Aasonn 2014 - Present
Professional Trading Solutions 2010 - Present
Ultimus Fund Solutions, LLC 2012 - Present
Good Harbor Financial, LLC 2013 - Present
Julia's Grace Foundation 2014 - Present
Fleet One 2008 - 2012
Advanta Partners 1999 - 2002
Bank of America Merrill Lynch 1997 - 1999
Skills
Private Equity, Growth Capital, Buyouts, Middle Market, FinTech, Business Services, Financial Services, Venture Capital, Valuation, Mergers, Investments, Investment Banking, Financial Analysis, Equities, Due Diligence, Corporate Finance, Corporate Development, Asset Management, Business Valuation
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Georgetown University 1993 — 1997
BS, Finance
Edgemont High School
Jacob Whyle Jacob Whyle's Ultimus Fund Solutions, LLC Experience May 2015 - August 2015
Job Associate Investment Account at Ultimus Fund Solutions
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2015 - August 2015
Paycor December 2014 - January 2015
Skills
Leadership, Teamwork, Quick & Eager Learner, Highly personable, Teaching, Basic Photoshop, Microsoft Word, Basic Powerpoint, Photoshop, Windows, Customer Service, Critical Thinking, Public Speaking, Time Management
Education
University of Cincinnati College of Business 2015 — 2019
Finance and Marketing
La Salle High School 2010 — 2014
Junior class of '14
Ultimus Fund Solutions, LLC May 2015 - August 2015
Paycor December 2014 - January 2015
Skills
Leadership, Teamwork, Quick & Eager Learner, Highly personable, Teaching, Basic Photoshop, Microsoft Word, Basic Powerpoint, Photoshop, Windows, Customer Service, Critical Thinking, Public Speaking, Time Management
Education
University of Cincinnati College of Business 2015 — 2019
Finance and Marketing
La Salle High School 2010 — 2014
Junior class of '14
Bo Howell, J.D.'s Ultimus Fund Solutions, LLC Experience October 2014 - Present
Job Vice President Director of Fund Administration at Ultimus Fund Solutions, LLC
Industry Law Practice
Experience
Ultimus Fund Solutions, LLC October 2014 - Present
Western & Southern Financial Group October 2012 - September 2014
US Securities and Exchange Commission September 2011 - September 2012
US Securities and Exchange Commission August 2009 - September 2011
The Supreme Court of Nevada August 2008 - August 2009
U.S. Bankrupcty Court for the Eastern District of Washington August 2007 - April 2008
Gonzaga Journal of International Law March 2007 - March 2008
Gonzaga University School of Law September 2007 - December 2007
US Securities and Exchange Commission May 2007 - August 2007
Office of City Attorney, City of Spokane, Washington July 2006 - April 2007
Skills
Legal Research, Corporate Law, Securities, Corporate Governance, Mutual Funds, Legal Issues, Legal Compliance, Legal Writing, Investment Company Act, Investment Advisers Act, Investment Management, Securities Regulation, Courts, Administrative Law, Closed-end Funds, Investment Companies, Compliance, Disclosure, Legal, Contract Negotiation, Contract Management, Due Diligence, Anti Money Laundering, Product Development, Investments, Investment Advisory, SEC filings, Fund Administration, Management Of Outside..., Business Ethics, Ethical Leadership, Board of Directors, Board Governance, Financial Services, Finance, Management, Asset Management, Leadership, Analysis, Risk Management, International Law
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (M.S.)
Gonzaga University School of Law 2005 — 2008
J.D.
Washington State University 2004 — 2005
B.A.
Naval Academy Preparatory School 2001 — 2002
Yakima Valley Community College 1999 — 2000
Ultimus Fund Solutions, LLC October 2014 - Present
Western & Southern Financial Group October 2012 - September 2014
US Securities and Exchange Commission September 2011 - September 2012
US Securities and Exchange Commission August 2009 - September 2011
The Supreme Court of Nevada August 2008 - August 2009
U.S. Bankrupcty Court for the Eastern District of Washington August 2007 - April 2008
Gonzaga Journal of International Law March 2007 - March 2008
Gonzaga University School of Law September 2007 - December 2007
US Securities and Exchange Commission May 2007 - August 2007
Office of City Attorney, City of Spokane, Washington July 2006 - April 2007
Skills
Legal Research, Corporate Law, Securities, Corporate Governance, Mutual Funds, Legal Issues, Legal Compliance, Legal Writing, Investment Company Act, Investment Advisers Act, Investment Management, Securities Regulation, Courts, Administrative Law, Closed-end Funds, Investment Companies, Compliance, Disclosure, Legal, Contract Negotiation, Contract Management, Due Diligence, Anti Money Laundering, Product Development, Investments, Investment Advisory, SEC filings, Fund Administration, Management Of Outside..., Business Ethics, Ethical Leadership, Board of Directors, Board Governance, Financial Services, Finance, Management, Asset Management, Leadership, Analysis, Risk Management, International Law
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (M.S.)
Gonzaga University School of Law 2005 — 2008
J.D.
Washington State University 2004 — 2005
B.A.
Naval Academy Preparatory School 2001 — 2002
Yakima Valley Community College 1999 — 2000
Brian Lutes's Ultimus Fund Solutions, LLC Experience September 2015 - Present
Job Vice President, Mutual Fund Controller at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC September 2015 - Present
Ultimus Fund Solutions, LLC March 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - February 2014
Ultimus Fund Solutions, LLC February 2005 - April 2012
Integrated Fund Services June 2000 - February 2005
BISYS Fund Services June 1997 - June 2000
Skills
Fund Accounting, Mutual Funds
Education
Xavier University 2003 — 2006
MBA
Miami University 1993 — 1997
B.S., Finance
Ultimus Fund Solutions, LLC September 2015 - Present
Ultimus Fund Solutions, LLC March 2014 - Present
Ultimus Fund Solutions, LLC April 2012 - February 2014
Ultimus Fund Solutions, LLC February 2005 - April 2012
Integrated Fund Services June 2000 - February 2005
BISYS Fund Services June 1997 - June 2000
Skills
Fund Accounting, Mutual Funds
Education
Xavier University 2003 — 2006
MBA
Miami University 1993 — 1997
B.S., Finance
Bryan Clem's Ultimus Fund Solutions, LLC Experience 2003 - 2005
Job Assistant Manager at Toyota Motor Engineering & Manufacturing North America
Industry Automotive
Experience
Toyota Motor Engineering & Manufacturing North America April 2012 - Present
Toyota Motor Engineering and Manufacturing, NA June 2006 - March 2012
Ultimus Fund Solutions, LLC 2003 - 2005
Skills
Continuous Improvement, Process Improvement, Negotiation, Automotive, Manufacturing, Strategic Sourcing, Purchasing, Project Management, Cross-functional Team..., Microsoft Office, Kaizen, Customer Service, Vendor Management, Microsoft Excel, Supply Chain Management, Lean Manufacturing, JIT, Toyota Production System, Team Leadership, Six Sigma, Value Stream Mapping
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, Real Estate
Hondros College 2002 — 2003
Ohio Life and Health Insurance
Toyota Motor Engineering & Manufacturing North America April 2012 - Present
Toyota Motor Engineering and Manufacturing, NA June 2006 - March 2012
Ultimus Fund Solutions, LLC 2003 - 2005
Skills
Continuous Improvement, Process Improvement, Negotiation, Automotive, Manufacturing, Strategic Sourcing, Purchasing, Project Management, Cross-functional Team..., Microsoft Office, Kaizen, Customer Service, Vendor Management, Microsoft Excel, Supply Chain Management, Lean Manufacturing, JIT, Toyota Production System, Team Leadership, Six Sigma, Value Stream Mapping
Education
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, Real Estate
Hondros College 2002 — 2003
Ohio Life and Health Insurance
Kristen Heilmann's Ultimus Fund Solutions, LLC Experience September 2004 - Present
Job Associate Broker Services Manager
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC September 2004 - Present
University of Cincinnati October 2001 - May 2004
Skills
Investments, Mutual Funds, Financial Services, Business Analysis, Financial Reporting, Financial Analysis
Education
University of Cincinnati 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Greenville High School
Greenville High School
Ultimus Fund Solutions, LLC September 2004 - Present
University of Cincinnati October 2001 - May 2004
Skills
Investments, Mutual Funds, Financial Services, Business Analysis, Financial Reporting, Financial Analysis
Education
University of Cincinnati 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Greenville High School
Greenville High School
Mick Grunewald's Ultimus Fund Solutions, LLC Experience July 2014 - Present
Job Business Development Director at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Hoyt Peters's Ultimus Fund Solutions, LLC Experience November 2009 - March 2013
Job Vice Presidend at AST Fund Solutions
Industry Capital Markets
Experience
AST Fund Solutions April 2013 - Present
Ultimus Fund Solutions, LLC November 2009 - March 2013
Stillwater Trade Capital June 2007 - October 2009
Cohen & Steers July 1997 - May 2007
Bear Stearns August 1985 - July 1997
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Bloomberg
Education
LIU Post 2002 — 2004
MBA, Management
Stony Brook University 1981 — 1985
BA, Economics
AST Fund Solutions April 2013 - Present
Ultimus Fund Solutions, LLC November 2009 - March 2013
Stillwater Trade Capital June 2007 - October 2009
Cohen & Steers July 1997 - May 2007
Bear Stearns August 1985 - July 1997
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Bloomberg
Education
LIU Post 2002 — 2004
MBA, Management
Stony Brook University 1981 — 1985
BA, Economics
Josh Mock's Ultimus Fund Solutions, LLC Experience January 2014 - November 2014
Job AVP, Associate Director of Middle Office Operations at Ultimus Fund Solutions
Industry Accounting
Experience
Ultimus Fund Solutions November 2014 - Present
Ultimus Fund Solutions, LLC January 2014 - November 2014
Ultimus Fund Solutions, LLC 2012 - 2014
Education
University of Cincinnati College of Business 1999 — 2004
Finance
Ultimus Fund Solutions November 2014 - Present
Ultimus Fund Solutions, LLC January 2014 - November 2014
Ultimus Fund Solutions, LLC 2012 - 2014
Education
University of Cincinnati College of Business 1999 — 2004
Finance
Linda (Smith) Fultz's Ultimus Fund Solutions, LLC Experience August 2007 - January 2010
Job Investment Management Administration and Client Relationship Management Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Doug Lovins's Ultimus Fund Solutions, LLC Experience December 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC December 2014 - Present
Huntington Asset Services, Inc. (Formerly Unified Fund Services, Inc.) March 2005 - November 2014
Fifth Third Bank November 1999 - December 2004
Skills
Financial Reporting, Mutual Funds, Accounting, Finance, Financial Services, Securities, Financial Analysis, Investments, Portfolio Management, Account Reconciliation, Microsoft Excel, Budgets, General Ledger, Financial Modeling, Fund Administration
Education
Bowling Green State University 1995 — 1999
BSBA, Finance
Ultimus Fund Solutions, LLC December 2014 - Present
Huntington Asset Services, Inc. (Formerly Unified Fund Services, Inc.) March 2005 - November 2014
Fifth Third Bank November 1999 - December 2004
Skills
Financial Reporting, Mutual Funds, Accounting, Finance, Financial Services, Securities, Financial Analysis, Investments, Portfolio Management, Account Reconciliation, Microsoft Excel, Budgets, General Ledger, Financial Modeling, Fund Administration
Education
Bowling Green State University 1995 — 1999
BSBA, Finance
Mitchell Hollin's Ultimus Fund Solutions, LLC Experience June 2012 - Present
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners 2000 - Present
CompoSecure May 2015 - Present
Revitas 2014 - Present
Cedar Capital April 2013 - Present
Ultimus Fund Solutions, LLC June 2012 - Present
Professional Trading Solutions 2010 - Present
Heartland Payment Systems 2001 - Present
Healthcare Finance Group 2005 - 2013
Fleet One 2008 - 2012
Peachtree Settlement Funding 2006 - 2011
Skills
Mergers, Business Strategy, Private Equity, Growth Capital, Middle Market, Business Growth, Financial Services, Mergers & Acquisitions, Investments, Capital, Strategy, Entrepreneurship, Buyouts
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Management
LLR Partners 2000 - Present
CompoSecure May 2015 - Present
Revitas 2014 - Present
Cedar Capital April 2013 - Present
Ultimus Fund Solutions, LLC June 2012 - Present
Professional Trading Solutions 2010 - Present
Heartland Payment Systems 2001 - Present
Healthcare Finance Group 2005 - 2013
Fleet One 2008 - 2012
Peachtree Settlement Funding 2006 - 2011
Skills
Mergers, Business Strategy, Private Equity, Growth Capital, Middle Market, Business Growth, Financial Services, Mergers & Acquisitions, Investments, Capital, Strategy, Entrepreneurship, Buyouts
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Management
Sara Houk's Ultimus Fund Solutions, LLC Experience December 2014 - March 2015
Job Recruiter II at PNC Bank NA
Industry Human Resources
Experience
PNC Financial Services Group March 2015 - Present
Ultimus Fund Solutions, LLC December 2014 - March 2015
PNC Financial Services Group 2008 - December 2014
RSI, Recruiting Services International September 2005 - February 2008
Skills
Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Technical Recruiting, Talent Management, Internet Recruiting, Sourcing, Employee Relations, PeopleSoft, Human Resources, Interviews, Benefits Negotiation, Screening Resumes, Temporary Placement, Talent Acquisition
Education
University of Cincinnati 1995 — 2000
Bachelor's Degree, Communications
PNC Financial Services Group March 2015 - Present
Ultimus Fund Solutions, LLC December 2014 - March 2015
PNC Financial Services Group 2008 - December 2014
RSI, Recruiting Services International September 2005 - February 2008
Skills
Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Technical Recruiting, Talent Management, Internet Recruiting, Sourcing, Employee Relations, PeopleSoft, Human Resources, Interviews, Benefits Negotiation, Screening Resumes, Temporary Placement, Talent Acquisition
Education
University of Cincinnati 1995 — 2000
Bachelor's Degree, Communications
Adam Kornegay's Ultimus Fund Solutions, LLC Experience March 2015 - Present
Job Business Development Executive at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC March 2015 - Present
Citigroup May 2009 - February 2015
Skills
Financial Services, Financial Analysis, Banking, Fixed Income, Portfolio Management, Relationship Management, Management, Capital Markets, Equities, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MBA, Strategy/Finance
University of Alabama 2003 — 2007
B.S. in Business, Marketing and Advertising
Ultimus Fund Solutions, LLC March 2015 - Present
Citigroup May 2009 - February 2015
Skills
Financial Services, Financial Analysis, Banking, Fixed Income, Portfolio Management, Relationship Management, Management, Capital Markets, Equities, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MBA, Strategy/Finance
University of Alabama 2003 — 2007
B.S. in Business, Marketing and Advertising
Jon Bruck's Ultimus Fund Solutions, LLC Experience May 2007 - Present
Job Fund Accounting Manager at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2007 - Present
Skills
Mutual Funds, Investments, Transfer Agency, Financial Services, Fund Accounting, Customer Service, Partnership Accounting
Education
University of Cincinnati 2001 — 2002
Master of Business Administration (M.B.A.), Finance, General
Miami University 1991 — 1995
Bachelor’s Degree, Finance, General
Ultimus Fund Solutions, LLC May 2007 - Present
Skills
Mutual Funds, Investments, Transfer Agency, Financial Services, Fund Accounting, Customer Service, Partnership Accounting
Education
University of Cincinnati 2001 — 2002
Master of Business Administration (M.B.A.), Finance, General
Miami University 1991 — 1995
Bachelor’s Degree, Finance, General
Kevin Guerette's Ultimus Fund Solutions, LLC Experience December 2013 - Present
Job Vice President, Director of Distribution Strategies at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC December 2013 - Present
SEI January 2006 - April 2013
Guardian Investor Services January 2000 - January 2006
New England Financial January 1996 - December 2000
Skills
Sales Management, Investments, Strategy, Strategic Planning, Insurance, Sales, Marketing, Business Development, Relationship Management, Financial Services, Mutual Funds, Wealth Management, Alternative Investments, Broker-Dealer, Product Development, Asset Management
Education
Stonehill College 1992 — 1995
Bachelors, Business Management
Manchester High School 1988 — 1991
Ultimus Fund Solutions, LLC December 2013 - Present
SEI January 2006 - April 2013
Guardian Investor Services January 2000 - January 2006
New England Financial January 1996 - December 2000
Skills
Sales Management, Investments, Strategy, Strategic Planning, Insurance, Sales, Marketing, Business Development, Relationship Management, Financial Services, Mutual Funds, Wealth Management, Alternative Investments, Broker-Dealer, Product Development, Asset Management
Education
Stonehill College 1992 — 1995
Bachelors, Business Management
Manchester High School 1988 — 1991
Marina Gulyan's Ultimus Fund Solutions, LLC Experience March 2009 - Present
Job Assistant Vice President at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC March 2009 - Present
BEAR STEARNS FUNDS MANAGEMENT, INC, / J.P. MORGAN COMPANY November 1997 - February 2009
FURMAN SELZ LLC / BISYS CORPORATION March 1995 - October 1997
Dreyfus Corporation 1987 - 1995
Skills
Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Fund Accounting, Financial Services, Asset Management, Capital Markets, Alternative Investments, Equities, Finance
Education
New York University
BS, Accounting
Ultimus Fund Solutions, LLC March 2009 - Present
BEAR STEARNS FUNDS MANAGEMENT, INC, / J.P. MORGAN COMPANY November 1997 - February 2009
FURMAN SELZ LLC / BISYS CORPORATION March 1995 - October 1997
Dreyfus Corporation 1987 - 1995
Skills
Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Fund Accounting, Financial Services, Asset Management, Capital Markets, Alternative Investments, Equities, Finance
Education
New York University
BS, Accounting
Michael Ciotola, CPA's Ultimus Fund Solutions, LLC Experience April 2015 - Present
Job Director of Middle Office Services Ultimus
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Kelly Sexton's Ultimus Fund Solutions, LLC Experience September 2015 - Present
Job AVP, Assistant Mutual Fund Controller at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC September 2015 - Present
Ultimus Fund Solutions, LLC December 2012 - Present
Ultimus Fund Solutions, LLC July 2011 - December 2012
Ultimus Fund Solutions, LLC December 2006 - July 2011
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Fund Accounting, Financial Services, Microsoft Excel, Valuation, Business Analysis, Microsoft Office, Customer Service, SEC filings, Accounting
Education
Miami University 1999 — 2003
Bachelor of Arts (BA), Economics
Ultimus Fund Solutions, LLC September 2015 - Present
Ultimus Fund Solutions, LLC December 2012 - Present
Ultimus Fund Solutions, LLC July 2011 - December 2012
Ultimus Fund Solutions, LLC December 2006 - July 2011
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Fund Accounting, Financial Services, Microsoft Excel, Valuation, Business Analysis, Microsoft Office, Customer Service, SEC filings, Accounting
Education
Miami University 1999 — 2003
Bachelor of Arts (BA), Economics
Matthew Adamchik, CFP®'s Ultimus Fund Solutions, LLC Experience December 2002 - Present
Job AVP, Operations Manager Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC December 2002 - Present
Education
Spalding University
Ultimus Fund Solutions, LLC December 2002 - Present
Education
Spalding University
Stephanie Pontis's Ultimus Fund Solutions, LLC Experience May 2015 - Present
Job Contract Recruiter at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2015 - Present
Western & Southern Financial Group 2012 - March 2014
Western & Southern Financial Group May 2002 - November 2008
Western & Southern Financial Group March 1999 - July 2001
Western & Southern Financial Group August 1997 - March 1999
Companion Employment Services March 1994 - August 1997
Fifth Third Bank June 1992 - September 1993
Skills
College Recruiting, Onboarding, Talent Acquisition, Recruiting, Talent Management, Employee Relations, Internet Recruiting, Temporary Placement, Human Resources, Management
Education
Adrian College 1988 — 1992
Bachelor of Arts (B.A.), Psychology & Sociology
Ultimus Fund Solutions, LLC May 2015 - Present
Western & Southern Financial Group 2012 - March 2014
Western & Southern Financial Group May 2002 - November 2008
Western & Southern Financial Group March 1999 - July 2001
Western & Southern Financial Group August 1997 - March 1999
Companion Employment Services March 1994 - August 1997
Fifth Third Bank June 1992 - September 1993
Skills
College Recruiting, Onboarding, Talent Acquisition, Recruiting, Talent Management, Employee Relations, Internet Recruiting, Temporary Placement, Human Resources, Management
Education
Adrian College 1988 — 1992
Bachelor of Arts (B.A.), Psychology & Sociology
Adam Radomski's Ultimus Fund Solutions, LLC Experience May 2015 - Present
Job Fund Accountant at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2015 - Present
Fifth Third Bank July 2014 - May 2015
Fifth Third Bank July 2012 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Budgets, Investments, Finance, Auditing, Analysis
Education
University of Cincinnati
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Ultimus Fund Solutions, LLC May 2015 - Present
Fifth Third Bank July 2014 - May 2015
Fifth Third Bank July 2012 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Budgets, Investments, Finance, Auditing, Analysis
Education
University of Cincinnati
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Kenny Trimbach's Ultimus Fund Solutions, LLC Experience March 2006 - September 2006
Job Trust Officer at First Financial Bank
Industry Banking
Experience
First Financial Bank March 2009 - Present
Delta Air Lines March 2007 - September 2007
Ultimus Fund Solutions, LLC March 2006 - September 2006
Education
University of Cincinnati College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
First Financial Bank March 2009 - Present
Delta Air Lines March 2007 - September 2007
Ultimus Fund Solutions, LLC March 2006 - September 2006
Education
University of Cincinnati College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Elizabeth Roush's Ultimus Fund Solutions, LLC Experience May 2002 - April 2015
Job Investment Professional at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC May 2002 - April 2015
Skills
Mutual Funds, Investments, Risk Management, Process Improvement, Relationship Management, Finance, Equities, Financial Analysis, Fixed Income
Education
Ohio University 1985 — 1989
Bacheor of Science, Business/Corporate Communications
Ultimus Fund Solutions, LLC May 2002 - April 2015
Skills
Mutual Funds, Investments, Risk Management, Process Improvement, Relationship Management, Finance, Equities, Financial Analysis, Fixed Income
Education
Ohio University 1985 — 1989
Bacheor of Science, Business/Corporate Communications
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY