UMB Fund Services
Industry: Company
DescriptionHeadquarters: Milwaukee, WI Founded: 1948 Subsidiaries: J.D. Clark & Company, Parent organization: UMB Financial Corporation
UMB Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UMB Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UMB Fund Services Salaries. You can even request information on how much does UMB Fund Services pay if you want to. Learn about salaries, pros and cons of working for UMB Fund Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
142 UMB Fund Services employees in database. Find out everything there's to know about UMB Fund Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UMB Fund Services Employees
Employee
Years
Job
Industry
Peter Blomfield Peter Blomfield's UMB Fund Services Experience July 2015 - August 2015
Job MAcc Student at Brigham Young University
Industry Accounting
Experience
Brigham Young University August 2013 - Present
UMB Fund Services July 2015 - August 2015
Ward Tires Group of Comapnies April 2014 - August 2014
Skills
Spanish, Teaching, Microsoft Office, Microsoft Excel, Visual Basic, Microsoft Word, PowerPoint, Leadership, Team Building, Economics, Accounts Receivable, Account Reconciliation, Accounting, Teamwork, Time Management, Financial Accounting
Education
Brigham Young University 2011 — 2017
Master of Accountancy (MAcc), Accounting
Brigham Young University 2010 — 2017
Bachelor of Science (BS), Accounting
Brigham Young University August 2013 - Present
UMB Fund Services July 2015 - August 2015
Ward Tires Group of Comapnies April 2014 - August 2014
Skills
Spanish, Teaching, Microsoft Office, Microsoft Excel, Visual Basic, Microsoft Word, PowerPoint, Leadership, Team Building, Economics, Accounts Receivable, Account Reconciliation, Accounting, Teamwork, Time Management, Financial Accounting
Education
Brigham Young University 2011 — 2017
Master of Accountancy (MAcc), Accounting
Brigham Young University 2010 — 2017
Bachelor of Science (BS), Accounting
Leonel Giron Leonel Giron's UMB Fund Services Experience January 2015 - Present
Job Analyst
Industry Financial Services
Experience
UMB Fund Services January 2015 - Present
RST Instruments Ltd. April 2010 - 2012
Fluidseal Inc. January 2010 - April 2010
Canada Toronto Mission November 2007 - November 2009
ADP Distributors Inc. June 2006 - November 2007
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Managerial Finance, Financial Risk, Accounting, Team Leadership, Spanish, French, First Aid, Hosting Events, Customer Service, Financial Services, Customer Oriented, Communication Skills, PowerPoint, Microsoft Word, Microsoft Office
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor's of Science, Financial Economics, 3.6
UMB Fund Services January 2015 - Present
RST Instruments Ltd. April 2010 - 2012
Fluidseal Inc. January 2010 - April 2010
Canada Toronto Mission November 2007 - November 2009
ADP Distributors Inc. June 2006 - November 2007
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Managerial Finance, Financial Risk, Accounting, Team Leadership, Spanish, French, First Aid, Hosting Events, Customer Service, Financial Services, Customer Oriented, Communication Skills, PowerPoint, Microsoft Word, Microsoft Office
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor's of Science, Financial Economics, 3.6
Clinton Mortley's UMB Fund Services Experience February 2015 - Present
Job Senior Fund Accountant at UMBFS
Industry Financial Services
Experience
UMB Fund Services February 2015 - Present
JD Clark & Company April 2012 - Present
UMB Fund Services April 2012 - Present
Wiechmann, Boyce & Associates, LLP January 2011 - April 2011
Skills
Fund Accounting, Accounting, Fund Administration, Financial Accounting, Financial Reporting, Hedge Funds, Fund Of Funds, Account Reconciliation, Financial Analysis, Financial Statements, Microsoft Excel, Visual Basic, VBA
Education
Weber State University 2012 — 2012
Master's degree, Accounting
BYU-Idaho 2005 — 2011
Bachelor's degree, Accounting
UMB Fund Services February 2015 - Present
JD Clark & Company April 2012 - Present
UMB Fund Services April 2012 - Present
Wiechmann, Boyce & Associates, LLP January 2011 - April 2011
Skills
Fund Accounting, Accounting, Fund Administration, Financial Accounting, Financial Reporting, Hedge Funds, Fund Of Funds, Account Reconciliation, Financial Analysis, Financial Statements, Microsoft Excel, Visual Basic, VBA
Education
Weber State University 2012 — 2012
Master's degree, Accounting
BYU-Idaho 2005 — 2011
Bachelor's degree, Accounting
Delia Estrada Delia Estrada's UMB Fund Services Experience July 2014 - Present
Job at
Industry Accounting
Experience
UMB Fund Services July 2014 - Present
UMB Fund Services March 2014 - June 2014
Envisions Clothing LLC September 2013 - December 2013
Skills
Microsoft Excel, Bookkeeping, Microsoft Word, PowerPoint, General Ledger, Teamwork, Financial Statements, Payroll, Bank Reconciliation, Customer Service
Education
Alverno College 2010 — 2014
Bachelor's degree, Management Accounting
UMB Fund Services July 2014 - Present
UMB Fund Services March 2014 - June 2014
Envisions Clothing LLC September 2013 - December 2013
Skills
Microsoft Excel, Bookkeeping, Microsoft Word, PowerPoint, General Ledger, Teamwork, Financial Statements, Payroll, Bank Reconciliation, Customer Service
Education
Alverno College 2010 — 2014
Bachelor's degree, Management Accounting
Portia Bennett Portia Bennett's UMB Fund Services Experience October 2013 - Present
Job at
Industry Investment Management
Experience
UMB Fund Services October 2013 - Present
UMB Fund Services February 2011 - October 2013
North Shore Bank November 2007 - February 2011
Skills
Microsoft Office, Investments, Banking, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Mutual Funds, Fund Of Funds, Bloomberg, Accounting
Education
Cardinal Stritch University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UMB Fund Services October 2013 - Present
UMB Fund Services February 2011 - October 2013
North Shore Bank November 2007 - February 2011
Skills
Microsoft Office, Investments, Banking, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Mutual Funds, Fund Of Funds, Bloomberg, Accounting
Education
Cardinal Stritch University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Dallen Winder Dallen Winder's UMB Fund Services Experience January 2013 - Present
Job Senior Fund Accountant at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services January 2013 - Present
UMB Fund Services January 2012 - Present
Battelle Energy Alliance (Idaho National Laboratory) January 2012 - September 2012
Melaleuca June 2011 - January 2012
Skills
Microsoft Excel VBA, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Teamwork, Microsoft Outlook, Audit Command Language..., Fund Accounting, Fund Administration, Analysis, Management, Accounting, Financial Reporting, Compilation Of..., Financial Accounting, Public Speaking, Hedge Funds
Education
Brigham Young University - Idaho 2005 — 2012
Bachelor of Science, Accounting, 3.89
UMB Fund Services January 2013 - Present
UMB Fund Services January 2012 - Present
Battelle Energy Alliance (Idaho National Laboratory) January 2012 - September 2012
Melaleuca June 2011 - January 2012
Skills
Microsoft Excel VBA, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Teamwork, Microsoft Outlook, Audit Command Language..., Fund Accounting, Fund Administration, Analysis, Management, Accounting, Financial Reporting, Compilation Of..., Financial Accounting, Public Speaking, Hedge Funds
Education
Brigham Young University - Idaho 2005 — 2012
Bachelor of Science, Accounting, 3.89
Travis Gilland Travis Gilland's UMB Fund Services Experience May 2010 - October 2013
Job Assistant Relationship Manager
Industry Banking
Experience
U.S. Bank July 2015 - Present
US Banccorp November 2013 - Present
UMB Fund Services May 2010 - October 2013
UMB Fund Services May 2010 - October 2013
UMB Fund Services March 2008 - April 2010
W Club August 2006 - December 2007
VITA (Volunteer Income Tax Assistance) November 2006 - May 2007
US Army October 2003 - October 2006
Skills
Mutual Funds, Customer Service, Financial Analysis, Alternative Investments, Finance, Mixrosoft Office, Team Work Building, Organizational..., Leadership, Process Efficiency, Investments, Analysis, Banking, Financial Services, Microsoft Office, Management
Education
Edgewood College 2005 — 2007
Bachelor of Science, Finance
University of Wisconsin-Whitewater 2002 — 2004
Business
U.S. Bank July 2015 - Present
US Banccorp November 2013 - Present
UMB Fund Services May 2010 - October 2013
UMB Fund Services May 2010 - October 2013
UMB Fund Services March 2008 - April 2010
W Club August 2006 - December 2007
VITA (Volunteer Income Tax Assistance) November 2006 - May 2007
US Army October 2003 - October 2006
Skills
Mutual Funds, Customer Service, Financial Analysis, Alternative Investments, Finance, Mixrosoft Office, Team Work Building, Organizational..., Leadership, Process Efficiency, Investments, Analysis, Banking, Financial Services, Microsoft Office, Management
Education
Edgewood College 2005 — 2007
Bachelor of Science, Finance
University of Wisconsin-Whitewater 2002 — 2004
Business
Christopher (Chal) Little's UMB Fund Services Experience October 2011 - September 2013
Job J.D. Candidate 2016 at Marquette University Law School
Industry Financial Services
Experience
Marquette University Law School October 2014 - Present
U.S. Securities and Exchange Commission May 2014 - August 2014
UMB Fund Services October 2011 - September 2013
The Gem Shop, Inc. May 2010 - October 2011
The Gem Shop, Inc. November 2007 - May 2010
Concordia University Wisconsin September 2009 - December 2009
Cedarburg School District September 2004 - December 2007
Skills
Problem Solving, Communication, Legal Research, Legal Writing, Legal Analysis, Securities Regulation, Mutual Funds, Alternative Investments, Teamwork, Team Building, Training Personnel, Outstanding time..., Public Speaking, Westlaw, LexisAdvance, Writing, Research, Editing, Creative Writing, Newsletters, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Blogging, Facebook, Windows 7, Windows XP Professional, QuickBooks, Customer Service, Call Centers, Photoshop, Disaster Recovery, Interviewing
Education
Marquette University Law School 2012 — 2016
Doctor of Law (J.D.), Law
Concordia University-Wisconsin 2005 — 2009
Bachelor of Arts, English, Writing Emphasis
Marquette University Law School October 2014 - Present
U.S. Securities and Exchange Commission May 2014 - August 2014
UMB Fund Services October 2011 - September 2013
The Gem Shop, Inc. May 2010 - October 2011
The Gem Shop, Inc. November 2007 - May 2010
Concordia University Wisconsin September 2009 - December 2009
Cedarburg School District September 2004 - December 2007
Skills
Problem Solving, Communication, Legal Research, Legal Writing, Legal Analysis, Securities Regulation, Mutual Funds, Alternative Investments, Teamwork, Team Building, Training Personnel, Outstanding time..., Public Speaking, Westlaw, LexisAdvance, Writing, Research, Editing, Creative Writing, Newsletters, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Blogging, Facebook, Windows 7, Windows XP Professional, QuickBooks, Customer Service, Call Centers, Photoshop, Disaster Recovery, Interviewing
Education
Marquette University Law School 2012 — 2016
Doctor of Law (J.D.), Law
Concordia University-Wisconsin 2005 — 2009
Bachelor of Arts, English, Writing Emphasis
Cody Hillyard Cody Hillyard's UMB Fund Services Experience January 2012 - Present
Job Tax Accountant at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services January 2012 - Present
Skills
Microsoft Excel, Accounting, Microsoft Office, Tax, Tax Preparation
Education
Southern Utah University 2014 — 2015
Master of Accounting (MAcc), Accounting
Utah State University 2007 — 2013
Bachelor of Science (BS), Accounting
UMB Fund Services January 2012 - Present
Skills
Microsoft Excel, Accounting, Microsoft Office, Tax, Tax Preparation
Education
Southern Utah University 2014 — 2015
Master of Accounting (MAcc), Accounting
Utah State University 2007 — 2013
Bachelor of Science (BS), Accounting
Anthony McKinney's UMB Fund Services Experience April 2004 - Present
Job Lead Fund Accountant at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services April 2004 - Present
US Bank April 1999 - September 2004
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Securities, Bloomberg, Fund Of Funds, Alternative Investments, Fund Administration, Client Services, Corporate Actions, SEC filings, Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Investments
Education
Marquette University 1996 — 1998
Bachelor of Applied Science (BASc)
UMB Fund Services April 2004 - Present
US Bank April 1999 - September 2004
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Securities, Bloomberg, Fund Of Funds, Alternative Investments, Fund Administration, Client Services, Corporate Actions, SEC filings, Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Investments
Education
Marquette University 1996 — 1998
Bachelor of Applied Science (BASc)
Audra Schultheis Audra Schultheis's UMB Fund Services Experience April 2004 - June 2005
Job Assistant to Brendan McDermott, Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2013 - Present
Willow Street Financial Services, LLC April 2012 - October 2013
Northwestern Mutual December 2007 - April 2012
Northwestern Mutual June 2005 - December 2007
UMB Fund Services April 2004 - June 2005
UMB Fund Services November 2001 - April 2004
Marshell & Ilsley Trust and Investment Management Company December 2000 - October 2001
Four Pines Physical Therapy March 1998 - April 2000
Skills
Investments, Mutual Funds, Finance, Insurance, Accounting
Education
Miami University
Bachelor of Science in Accountancy, Accounting
Northwestern Mutual November 2013 - Present
Willow Street Financial Services, LLC April 2012 - October 2013
Northwestern Mutual December 2007 - April 2012
Northwestern Mutual June 2005 - December 2007
UMB Fund Services April 2004 - June 2005
UMB Fund Services November 2001 - April 2004
Marshell & Ilsley Trust and Investment Management Company December 2000 - October 2001
Four Pines Physical Therapy March 1998 - April 2000
Skills
Investments, Mutual Funds, Finance, Insurance, Accounting
Education
Miami University
Bachelor of Science in Accountancy, Accounting
Hannah Jung's UMB Fund Services Experience September 2013 - April 2014
Job Human Resources Generalist
Industry Human Resources
Experience
Milhouse Engineering & Construction, Inc. June 2015 - Present
Milhouse Engineering & Construction, Inc. July 2014 - May 2015
UMB Fund Services September 2013 - April 2014
Marquette University Human Resources Office January 2011 - September 2013
Hatch Staffing Services June 2012 - August 2012
SEH Inc June 2011 - August 2011
Skills
Human Resources, Employee Benefits, Benefits Administration, Compensation Structures, Health & Wellness, Employee Wellness..., Data Analysis, Interviews, Public Speaking, Teamwork, Team Leadership, Research, Spanish, Social Networking, College Recruiting, Resume Writing, Customer Service, Program Development
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Human Resources, International Business
Universidad de Deusto 2013 — 2013
International Business
Milhouse Engineering & Construction, Inc. June 2015 - Present
Milhouse Engineering & Construction, Inc. July 2014 - May 2015
UMB Fund Services September 2013 - April 2014
Marquette University Human Resources Office January 2011 - September 2013
Hatch Staffing Services June 2012 - August 2012
SEH Inc June 2011 - August 2011
Skills
Human Resources, Employee Benefits, Benefits Administration, Compensation Structures, Health & Wellness, Employee Wellness..., Data Analysis, Interviews, Public Speaking, Teamwork, Team Leadership, Research, Spanish, Social Networking, College Recruiting, Resume Writing, Customer Service, Program Development
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Human Resources, International Business
Universidad de Deusto 2013 — 2013
International Business
Amber Garrett Amber Garrett's UMB Fund Services Experience January 2015 - May 2015
Job Accounting Intern at We Go Look
Industry
Experience
We Go Look May 2015 - Present
UMB Fund Services January 2015 - May 2015
Victoria's Secret May 2014 - January 2015
Texas Roadhouse May 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Word, Social Media, Communication, PowerPoint, Public Speaking, Customer Service, Microsoft Office, Training, Event Planning, Team Leadership
Education
Weber State University 2013 — 2014
Accounting
Otero Junior College 2011 — 2013
Generals, 3.79
We Go Look May 2015 - Present
UMB Fund Services January 2015 - May 2015
Victoria's Secret May 2014 - January 2015
Texas Roadhouse May 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Word, Social Media, Communication, PowerPoint, Public Speaking, Customer Service, Microsoft Office, Training, Event Planning, Team Leadership
Education
Weber State University 2013 — 2014
Accounting
Otero Junior College 2011 — 2013
Generals, 3.79
Ivan Cisneros Ivan Cisneros's UMB Fund Services Experience January 2015 - April 2015
Job Internship at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services January 2015 - April 2015
Optimal Logistics - Authorized DHL Express Service Provider - Dallas October 2013 - March 2014
Lark's Meadow Farms June 2013 - September 2013
Cisneros Morales & Asociados January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints April 2009 - April 2011
Skills
Accounting, Microsoft Excel, Leadership, Management, Organization, VBA, Access, Time Management, Teamwork, Customer Service, Public Speaking, Data Entry, Goal Oriented, Microsoft Word, Facebook Marketing, Auditing, Inventory Management, Sales Operations, Bilingual-English/Spanis..., Accounts Payable, Accounts Receivable, Spanish, Microsoft Office
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor's Degree, Accounting
UMB Fund Services January 2015 - April 2015
Optimal Logistics - Authorized DHL Express Service Provider - Dallas October 2013 - March 2014
Lark's Meadow Farms June 2013 - September 2013
Cisneros Morales & Asociados January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints April 2009 - April 2011
Skills
Accounting, Microsoft Excel, Leadership, Management, Organization, VBA, Access, Time Management, Teamwork, Customer Service, Public Speaking, Data Entry, Goal Oriented, Microsoft Word, Facebook Marketing, Auditing, Inventory Management, Sales Operations, Bilingual-English/Spanis..., Accounts Payable, Accounts Receivable, Spanish, Microsoft Office
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor's Degree, Accounting
Sylvester Pearl III MBA's UMB Fund Services Experience 2008 - 2012
Job Vice President
Industry Financial Services
Experience
UMB Bank January 2013 - Present
UMB Financial Corp 2012 - 2013
UMB Fund Services 2008 - 2012
State Street Bank 2002 - 2007
DST Systems 2000 - 2002
Skills
Cash Management, Client Relationship..., Institutional Investors, CRM, Global Custody, Global Markets, FX trading, Mutual Funds, Alternative Investments, New Client..., Financial Services, Institutional..., Banking, Huthwaite SPIN Selling, Wealth Management, Investments, Financial Risk, Global Marketing, Insurance, Finance, Fund Accounting, Management, Commercial Banking, Relationship Management, Business Development, Bloomberg, Equities, Asset Management, Treasury Management, Settlement, Business Relationship...
Education
Baker University 2000 — 2002
MBA
University of Missouri-Columbia 1990 — 1994
Bachelor's Degree
UMB Bank January 2013 - Present
UMB Financial Corp 2012 - 2013
UMB Fund Services 2008 - 2012
State Street Bank 2002 - 2007
DST Systems 2000 - 2002
Skills
Cash Management, Client Relationship..., Institutional Investors, CRM, Global Custody, Global Markets, FX trading, Mutual Funds, Alternative Investments, New Client..., Financial Services, Institutional..., Banking, Huthwaite SPIN Selling, Wealth Management, Investments, Financial Risk, Global Marketing, Insurance, Finance, Fund Accounting, Management, Commercial Banking, Relationship Management, Business Development, Bloomberg, Equities, Asset Management, Treasury Management, Settlement, Business Relationship...
Education
Baker University 2000 — 2002
MBA
University of Missouri-Columbia 1990 — 1994
Bachelor's Degree
Jared Smith's UMB Fund Services Experience January 2011 - July 2013
Job Financial Guru, Seasoned Drummer, and Avid Futbolisto
Industry Real Estate
Experience
Arborleaf Engineering & Surveying October 2014 - Present
Energy & Geoscience Institute April 2014 - October 2014
Bridge Investment Group Partners July 2013 - April 2014
UMB Fund Services January 2011 - July 2013
EPIC Ventures August 2010 - January 2011
Skills
Accounting, Financial Analysis, Leadership, Financial Modeling, Financial Reporting, Microsoft Excel, Finance, Financial Accounting, Hedge Funds, Entrepreneurship, Tax, Investments, Financial Statements, QuickBooks, General Ledger, Fund Accounting, Start-ups, CPA, Visual Basic, PowerPoint, Business Strategy, Marketing, GAAP, Internal Controls, Access, Account Reconciliation, Auditing, SEC filings, Valuation, Due Diligence, Analysis, Bloomberg, Mutual Funds, Internal Audit, Strategy
Education
University of Utah 2013 — 2014
Master of Business Administration (MBA), Venture Capital and Strategy
Brigham Young University - Idaho 2004 — 2010
Bachelor's Degree, Accounting - Entrepreneurship and Finance emphases
Arborleaf Engineering & Surveying October 2014 - Present
Energy & Geoscience Institute April 2014 - October 2014
Bridge Investment Group Partners July 2013 - April 2014
UMB Fund Services January 2011 - July 2013
EPIC Ventures August 2010 - January 2011
Skills
Accounting, Financial Analysis, Leadership, Financial Modeling, Financial Reporting, Microsoft Excel, Finance, Financial Accounting, Hedge Funds, Entrepreneurship, Tax, Investments, Financial Statements, QuickBooks, General Ledger, Fund Accounting, Start-ups, CPA, Visual Basic, PowerPoint, Business Strategy, Marketing, GAAP, Internal Controls, Access, Account Reconciliation, Auditing, SEC filings, Valuation, Due Diligence, Analysis, Bloomberg, Mutual Funds, Internal Audit, Strategy
Education
University of Utah 2013 — 2014
Master of Business Administration (MBA), Venture Capital and Strategy
Brigham Young University - Idaho 2004 — 2010
Bachelor's Degree, Accounting - Entrepreneurship and Finance emphases
Janet Perkins Janet Perkins's UMB Fund Services Experience August 2002 - Present
Job Marketing Specialist at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services August 2002 - Present
Clarica 1997 - 2002
The Mutual Group / Clarica 1993 - 1997
Skills
Strategic Planning, Financial Services, Mutual Funds, Email Marketing, Alternative Investments, Marketing Communications, Corporate Communications, Internal Communications, Proposal Writing, Copywriting, Copy Editing, Plain Language
Education
Ripon College 1977 — 1981
BA, English, Philosophy
UMB Fund Services August 2002 - Present
Clarica 1997 - 2002
The Mutual Group / Clarica 1993 - 1997
Skills
Strategic Planning, Financial Services, Mutual Funds, Email Marketing, Alternative Investments, Marketing Communications, Corporate Communications, Internal Communications, Proposal Writing, Copywriting, Copy Editing, Plain Language
Education
Ripon College 1977 — 1981
BA, English, Philosophy
Jason Schellinger Jason Schellinger's UMB Fund Services Experience November 2003 - December 2004
Job International Buyer at Uline
Industry Logistics and Supply Chain
Experience
Uline May 2015 - Present
Uline May 2014 - April 2015
Roundy's Supermarkets, Inc. December 2013 - May 2014
Roundy's Supermarkets, Inc. May 2013 - December 2013
US Bank October 2010 - April 2013
Westbury Bank August 2008 - October 2010
Westbury Bank December 2004 - August 2008
UMB Fund Services November 2003 - December 2004
UMB Fund Services April 2000 - November 2003
Sprint Nextel April 1998 - March 2000
Skills
Underwriting, Financial Analysis, Wealth Management, Branch Banking, Sales Management, Finance, Investments, Risk Management, Sales, Refinance, Cash Management, Lines Of Credit, Credit Cards, Private Banking, Relationship Management, Small Business Lending, Leadership, Motivation, Developmental, Consumer Lending, Sales Process..., Sales Process..., Demand Analysis, Inventory Management, Demand Forecasting, Procurement, Retail Replenishment, Supply Chain, MRP, Global Sourcing, Strategic Sourcing, CRM, Communication, Vendor Management, Distribution Center..., Warehousing, Teradata, Teradata Data Warehouse, Supply Chain Management
Education
Marquette University
Bachelor of Business Administration (BBA), Operations and Supply Chain Management / Finance
Uline May 2015 - Present
Uline May 2014 - April 2015
Roundy's Supermarkets, Inc. December 2013 - May 2014
Roundy's Supermarkets, Inc. May 2013 - December 2013
US Bank October 2010 - April 2013
Westbury Bank August 2008 - October 2010
Westbury Bank December 2004 - August 2008
UMB Fund Services November 2003 - December 2004
UMB Fund Services April 2000 - November 2003
Sprint Nextel April 1998 - March 2000
Skills
Underwriting, Financial Analysis, Wealth Management, Branch Banking, Sales Management, Finance, Investments, Risk Management, Sales, Refinance, Cash Management, Lines Of Credit, Credit Cards, Private Banking, Relationship Management, Small Business Lending, Leadership, Motivation, Developmental, Consumer Lending, Sales Process..., Sales Process..., Demand Analysis, Inventory Management, Demand Forecasting, Procurement, Retail Replenishment, Supply Chain, MRP, Global Sourcing, Strategic Sourcing, CRM, Communication, Vendor Management, Distribution Center..., Warehousing, Teradata, Teradata Data Warehouse, Supply Chain Management
Education
Marquette University
Bachelor of Business Administration (BBA), Operations and Supply Chain Management / Finance
Heidi McLemore's UMB Fund Services Experience February 2000 - May 2012
Job AVP Investment Banking Compliance Specialist
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
UMB Fund Services February 2000 - May 2012
Skills
Compliance, FINRA, Investment Banking, Financial Services, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Mutual Funds, Private Equity, ETFs
Education
Carroll University
Master of Business Administration (MBA)
Carroll College
University of Phoenix
Bachelors of Science in Business Management
University of Wisconsin-Milwaukee
Robert W. Baird & Co. May 2012 - Present
UMB Fund Services February 2000 - May 2012
Skills
Compliance, FINRA, Investment Banking, Financial Services, Equities, Fixed Income, Municipal Bonds, Separately Managed..., Mutual Funds, Private Equity, ETFs
Education
Carroll University
Master of Business Administration (MBA)
Carroll College
University of Phoenix
Bachelors of Science in Business Management
University of Wisconsin-Milwaukee
Camille Clemons's UMB Fund Services Experience October 2011 - Present
Job Vice President, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services October 2011 - Present
Northern Trust May 2000 - October 2011
Northern Trust July 2007 - November 2008
Northern Trust April 2005 - July 2007
Northern Trust July 2001 - April 2005
Skills
Relationship Management, Marketing, Sales, Research, Management, CRM, Investments, Customer Service, Business Development, Mutual Funds, Training, Marketing Strategy, Financial Services, Valuation, Alternative Investments, Accounting
Education
Ripon College 1996 — 2000
BA (Bachelor of Arts, Business Management; an emphasis in sports journalism), Business, leadership, journalism
Harvard High 1992 — 1996
UMB Fund Services October 2011 - Present
Northern Trust May 2000 - October 2011
Northern Trust July 2007 - November 2008
Northern Trust April 2005 - July 2007
Northern Trust July 2001 - April 2005
Skills
Relationship Management, Marketing, Sales, Research, Management, CRM, Investments, Customer Service, Business Development, Mutual Funds, Training, Marketing Strategy, Financial Services, Valuation, Alternative Investments, Accounting
Education
Ripon College 1996 — 2000
BA (Bachelor of Arts, Business Management; an emphasis in sports journalism), Business, leadership, journalism
Harvard High 1992 — 1996
Kurt Hoppe Kurt Hoppe's UMB Fund Services Experience April 2005 - Present
Job Sr. Control Analyst UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services April 2005 - Present
USBancorp Fund Services August 2002 - November 2004
BNY Mellon August 1999 - March 2000
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Portfolio Management, Investment Companies, Performance Reporting, Client Services, Microsoft Office, Bloomberg, Alternative Investments, Financial Services, Hedge Funds
Education
Marquette University 2003 — 2006
Masters, MBA
University of Wisconsin-Milwaukee 1993 — 1999
Bachelors, Economics
UMB Fund Services April 2005 - Present
USBancorp Fund Services August 2002 - November 2004
BNY Mellon August 1999 - March 2000
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Portfolio Management, Investment Companies, Performance Reporting, Client Services, Microsoft Office, Bloomberg, Alternative Investments, Financial Services, Hedge Funds
Education
Marquette University 2003 — 2006
Masters, MBA
University of Wisconsin-Milwaukee 1993 — 1999
Bachelors, Economics
Jordan Nash Jordan Nash's UMB Fund Services Experience July 2013 - Present
Job Operations Specialist at UMB Fund Services
Industry Marketing and Advertising
Experience
Milwaukee Bucks Inc. October 2013 - Present
UMB Fund Services July 2013 - Present
Schreiber Foods April 2011 - September 2011
City of Racine June 2008 - August 2011
Castillo Consulting Services January 2008 - April 2011
Skills
PowerPoint, Social Networking, Facebook, Leadership, Marketing, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Research, Cross-functional Team..., Team Leadership, Spanish, Online Advertising
Education
University of Wisconsin-Green Bay 2008 — 2013
Bachelor of Arts (BA) in Spanish and B.B.A, Marketing/Marketing Management, General/ Spanish
Universidad de Deusto 2012 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
St. Catherine's High School 2004 — 2008
High School Diploma
Milwaukee Bucks Inc. October 2013 - Present
UMB Fund Services July 2013 - Present
Schreiber Foods April 2011 - September 2011
City of Racine June 2008 - August 2011
Castillo Consulting Services January 2008 - April 2011
Skills
PowerPoint, Social Networking, Facebook, Leadership, Marketing, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Research, Cross-functional Team..., Team Leadership, Spanish, Online Advertising
Education
University of Wisconsin-Green Bay 2008 — 2013
Bachelor of Arts (BA) in Spanish and B.B.A, Marketing/Marketing Management, General/ Spanish
Universidad de Deusto 2012 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
St. Catherine's High School 2004 — 2008
High School Diploma
Blake Jenkins Blake Jenkins's UMB Fund Services Experience March 2013 - November 2014
Job Financial Analyst at FedEx
Industry Financial Services
Experience
FedEx December 2014 - Present
UMB Fund Services March 2013 - November 2014
UBS Financial June 2010 - September 2012
Skills
Series 7, Technical Analysis, Fundamental Research, Equity Valuation, Qualitative Research
Education
Bethel University 2008 — 2012
B.A. Business, Finance
FedEx December 2014 - Present
UMB Fund Services March 2013 - November 2014
UBS Financial June 2010 - September 2012
Skills
Series 7, Technical Analysis, Fundamental Research, Equity Valuation, Qualitative Research
Education
Bethel University 2008 — 2012
B.A. Business, Finance
Jason Turpin's UMB Fund Services Experience April 2014 - November 2014
Job Accounting/Treasury Analyst for American Express Global Banking Group
Industry Accounting
Experience
American Express April 2015 - Present
American Express November 2014 - April 2015
UMB Fund Services April 2014 - November 2014
UMB Fund Services February 2014 - April 2014
MarketStar April 2013 - February 2014
Discover Financial Services February 2008 - April 2013
Skills
Accounting, Leadership, Microsoft Office, Financial Analysis, Financial Accounting, Account Reconciliation, Financial Reporting
Education
Southern Utah University 2014 — 2015
Master of Accountancy (MAcc), Accounting
Utah State University 2012 — 2014
Bachelor of Applied Science (BASc), Accounting
American Express April 2015 - Present
American Express November 2014 - April 2015
UMB Fund Services April 2014 - November 2014
UMB Fund Services February 2014 - April 2014
MarketStar April 2013 - February 2014
Discover Financial Services February 2008 - April 2013
Skills
Accounting, Leadership, Microsoft Office, Financial Analysis, Financial Accounting, Account Reconciliation, Financial Reporting
Education
Southern Utah University 2014 — 2015
Master of Accountancy (MAcc), Accounting
Utah State University 2012 — 2014
Bachelor of Applied Science (BASc), Accounting
Caitlin Hart's UMB Fund Services Experience July 2014 - Present
Job Project Manager
Industry Entertainment
Experience
UMB Fund Services July 2014 - Present
Leopard Films June 2012 - October 2013
Cablevision January 2010 - March 2012
Cineflix June 2011 - October 2011
XO Group Inc. September 2009 - November 2010
Discovery Channel 2008 - 2008
Skills
Television, Video Production, Social Media, Documentaries, Film Production, Post Production, Film, Facebook, HD Video, Editing, Avid, Social Networking, New Media, Broadcast, Final Cut Studio, Camera, Final Cut Pro, Entertainment, Video, Photoshop, Digital Media, Videography, Social Media Marketing, Broadcast Television, Video Editing, Producing, Reality, Commercials, Final Draft, Digital Video, Avid Media Composer, Production Managment, Directing
Education
Boston University 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
UMB Fund Services July 2014 - Present
Leopard Films June 2012 - October 2013
Cablevision January 2010 - March 2012
Cineflix June 2011 - October 2011
XO Group Inc. September 2009 - November 2010
Discovery Channel 2008 - 2008
Skills
Television, Video Production, Social Media, Documentaries, Film Production, Post Production, Film, Facebook, HD Video, Editing, Avid, Social Networking, New Media, Broadcast, Final Cut Studio, Camera, Final Cut Pro, Entertainment, Video, Photoshop, Digital Media, Videography, Social Media Marketing, Broadcast Television, Video Editing, Producing, Reality, Commercials, Final Draft, Digital Video, Avid Media Composer, Production Managment, Directing
Education
Boston University 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Demetria Mallett Demetria Mallett's UMB Fund Services Experience February 2000 - January 2004
Job Client Service Manager at Fidelity National Information Services
Industry Information Technology and Services
Experience
Fidelity National Information Services July 2011 - Present
UMB Fund Services February 2000 - January 2004
Skills
Account Management, Vendor Management, CRM, Business Analysis, Solution Selling, SaaS, Salesforce.com, Process Improvement, Outsourcing, Project Management, Data Center, Cloud Computing, Call Centers, Enterprise Software
Education
University of Arkansas at Pine Bluff
Political Science and Business Administration
University of Wisconsin-Milwaukee
Bachelor of Science (B.S.), Political Science and Government
Fidelity National Information Services July 2011 - Present
UMB Fund Services February 2000 - January 2004
Skills
Account Management, Vendor Management, CRM, Business Analysis, Solution Selling, SaaS, Salesforce.com, Process Improvement, Outsourcing, Project Management, Data Center, Cloud Computing, Call Centers, Enterprise Software
Education
University of Arkansas at Pine Bluff
Political Science and Business Administration
University of Wisconsin-Milwaukee
Bachelor of Science (B.S.), Political Science and Government
Adam Bauman's UMB Fund Services Experience August 2012 - March 2014
Job Financial Analyst at FedEx Ground
Industry Transportation/Trucking/Railroad
Experience
FedEx Ground September 2015 - Present
FedEx SmartPost March 2014 - September 2015
UMB Fund Services August 2012 - March 2014
Skills
Investments
Education
University of Kentucky
BA, Economics
FedEx Ground September 2015 - Present
FedEx SmartPost March 2014 - September 2015
UMB Fund Services August 2012 - March 2014
Skills
Investments
Education
University of Kentucky
BA, Economics
Chris Ito's UMB Fund Services Experience October 2005 - May 2006
Job Senior Associate at PwC Consulting
Industry Financial Services
Experience
PwC Consulting July 2012 - Present
General Motors May 2011 - August 2011
Bank of Hawaii November 2008 - May 2010
Bank of Hawaii February 2008 - November 2008
Bank of Hawaii December 2006 - February 2008
Washington Mutual, Inc. May 2006 - November 2006
UMB Fund Services October 2005 - May 2006
UMB Fund Services March 2005 - October 2005
Skills
Capital Markets, Portfolio Management, Financial Risk, Banking, Investments, Financial Analysis, Finance, Mutual Funds, Financial Modeling, Commercial Banking, Valuation, Credit
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance, Strategy, Accounting, and Quantitative Analysis
Lawrence University 2000 — 2004
Bachelor of Arts, Economics
PwC Consulting July 2012 - Present
General Motors May 2011 - August 2011
Bank of Hawaii November 2008 - May 2010
Bank of Hawaii February 2008 - November 2008
Bank of Hawaii December 2006 - February 2008
Washington Mutual, Inc. May 2006 - November 2006
UMB Fund Services October 2005 - May 2006
UMB Fund Services March 2005 - October 2005
Skills
Capital Markets, Portfolio Management, Financial Risk, Banking, Investments, Financial Analysis, Finance, Mutual Funds, Financial Modeling, Commercial Banking, Valuation, Credit
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance, Strategy, Accounting, and Quantitative Analysis
Lawrence University 2000 — 2004
Bachelor of Arts, Economics
Christopher Wallis Christopher Wallis's UMB Fund Services Experience September 2011 - January 2015
Job CPA, Senior Fund Accountant
Industry Accounting
Experience
Oak Hill Advisors, L.P. January 2015 - Present
UMB Fund Services September 2011 - January 2015
The Regence Group March 2010 - September 2011
Southern Utah University January 2009 - May 2009
Skills
Accounting, Excel, Budgeting, Financial Reporting, Microsoft Office, Auditing, Microsoft Excel, US GAAP, Budgets, Forecasting, Leadership, Financial Accounting, Financial Analysis, CPA, QuickBooks, GAAP, Analysis, General Ledger
Education
Southern Utah University 2008 — 2009
Masters, Accountancy
Southern Utah University 2006 — 2008
B.S., Accounting
Snow College
Oak Hill Advisors, L.P. January 2015 - Present
UMB Fund Services September 2011 - January 2015
The Regence Group March 2010 - September 2011
Southern Utah University January 2009 - May 2009
Skills
Accounting, Excel, Budgeting, Financial Reporting, Microsoft Office, Auditing, Microsoft Excel, US GAAP, Budgets, Forecasting, Leadership, Financial Accounting, Financial Analysis, CPA, QuickBooks, GAAP, Analysis, General Ledger
Education
Southern Utah University 2008 — 2009
Masters, Accountancy
Southern Utah University 2006 — 2008
B.S., Accounting
Snow College
Andy Chica's UMB Fund Services Experience November 2004 - November 2007
Job CCO at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds November 2007 - Present
UMB Fund Services November 2004 - November 2007
U.S. Bancorp Fund Services April 2000 - November 2004
Skills
Hedge Funds, Mutual Funds, Securities, Fund Of Funds, Alternative Investments, Asset Management, SEC filings, Fund Administration, Risk Management, Private Equity
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Accounting
Hatteras Funds November 2007 - Present
UMB Fund Services November 2004 - November 2007
U.S. Bancorp Fund Services April 2000 - November 2004
Skills
Hedge Funds, Mutual Funds, Securities, Fund Of Funds, Alternative Investments, Asset Management, SEC filings, Fund Administration, Risk Management, Private Equity
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Accounting
Michael Kastner's UMB Fund Services Experience September 2013 - Present
Job Alternative Investment Specialist at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services September 2013 - Present
Great-West Retirement Services September 2011 - September 2013
Guaranty Bank FSB April 2008 - September 2011
Brookfield Indoor Soccer Complex October 2001 - March 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, Outlook, Accounting, Microsoft Office, Analysis, Access, Customer Relations, Investments, Retirement Planning, Risk Management, Sales, Retirement, Financial Analysis, Leadership
Education
Concordia University-Wisconsin 2015 — 2018
Master of Business Administration (MBA)
Marquette University 2006 — 2011
BS in Business Administration, Finance & Marketing
UMB Fund Services September 2013 - Present
Great-West Retirement Services September 2011 - September 2013
Guaranty Bank FSB April 2008 - September 2011
Brookfield Indoor Soccer Complex October 2001 - March 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, Outlook, Accounting, Microsoft Office, Analysis, Access, Customer Relations, Investments, Retirement Planning, Risk Management, Sales, Retirement, Financial Analysis, Leadership
Education
Concordia University-Wisconsin 2015 — 2018
Master of Business Administration (MBA)
Marquette University 2006 — 2011
BS in Business Administration, Finance & Marketing
Chris Mandel's UMB Fund Services Experience 1999 - 2005
Job Arbon Equipment Corporation
Industry Business Supplies and Equipment
Experience
Arbon Equipment Corporation April 2014 - Present
Reinhart Foodservice January 2014 - April 2014
Sysco Foods Eastern Wisconsin April 2011 - January 2014
Corby Mortgage Services, Inc. June 2005 - April 2011
UMB Fund Services 1999 - 2005
Education
Saint Mary's University of Minnesota 1989 — 1994
Bachelor of Arts, Music and Business
St. Thomas Academy 1985 — 1989
Arbon Equipment Corporation April 2014 - Present
Reinhart Foodservice January 2014 - April 2014
Sysco Foods Eastern Wisconsin April 2011 - January 2014
Corby Mortgage Services, Inc. June 2005 - April 2011
UMB Fund Services 1999 - 2005
Education
Saint Mary's University of Minnesota 1989 — 1994
Bachelor of Arts, Music and Business
St. Thomas Academy 1985 — 1989
Jane Taugher Jane Taugher's UMB Fund Services Experience June 1993 - November 2009
Job Paralegal and Historian
Industry Legal Services
Experience
Lambert Law LLC August 2011 - Present
Milwaukee Empty Bowls 2006 - Present
Clement Manor Center for Enrichment April 2012 - May 2012
US Census Bureau 2010 - 2010
UMB Fund Services June 1993 - November 2009
UW-Milwaukee September 1990 - May 1993
Education
Milwaukee Area Technical College 2012 — 2013
Paralegal Certificate
University of Wisconsin-Milwaukee 1990 — 1993
MA, History
University of Wisconsin-Milwaukee 1981 — 1986
BA, International Relations
Shorewood High School 1977 — 1981
Diploma, General
Lambert Law LLC August 2011 - Present
Milwaukee Empty Bowls 2006 - Present
Clement Manor Center for Enrichment April 2012 - May 2012
US Census Bureau 2010 - 2010
UMB Fund Services June 1993 - November 2009
UW-Milwaukee September 1990 - May 1993
Education
Milwaukee Area Technical College 2012 — 2013
Paralegal Certificate
University of Wisconsin-Milwaukee 1990 — 1993
MA, History
University of Wisconsin-Milwaukee 1981 — 1986
BA, International Relations
Shorewood High School 1977 — 1981
Diploma, General
Seth Hurd Seth Hurd's UMB Fund Services Experience September 2010 - June 2012
Job Accountant III Raymond James Financial
Industry Accounting
Experience
Raymond James Financial Inc. January 2015 - Present
Natural Nutraceuticals April 2014 - Present
Florida Lift Systems September 2013 - January 2015
Florida Lift Systems September 2012 - September 2013
UMB Fund Services September 2010 - June 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Microsoft Office, GAAP, Cash Flow Statements, Payroll, Bank Reconciliation, Monthly Close Process, Cash Flow Forecasting, Derivatives Trading, Financial Statements, Great Plains Software, NAV Calculations, Dividend Policies, Chart of Accounts, Income Statement, Microsoft Dynamics, Finance, Accounts Payable, Custody Reconciliation, Journal Entries, Accruals, Forecasting, Start-ups, Entrepreneurship
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2010
Graduate, Accounting and Finance
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2010 — 2010
Immersion in European Business
Raymond James Financial Inc. January 2015 - Present
Natural Nutraceuticals April 2014 - Present
Florida Lift Systems September 2013 - January 2015
Florida Lift Systems September 2012 - September 2013
UMB Fund Services September 2010 - June 2012
Skills
Account Reconciliation, General Ledger, Financial Accounting, Microsoft Office, GAAP, Cash Flow Statements, Payroll, Bank Reconciliation, Monthly Close Process, Cash Flow Forecasting, Derivatives Trading, Financial Statements, Great Plains Software, NAV Calculations, Dividend Policies, Chart of Accounts, Income Statement, Microsoft Dynamics, Finance, Accounts Payable, Custody Reconciliation, Journal Entries, Accruals, Forecasting, Start-ups, Entrepreneurship
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2010
Graduate, Accounting and Finance
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2010 — 2010
Immersion in European Business
Matthew Pancheri's UMB Fund Services Experience May 2006 - Present
Job AVP, Fund Accounting Manager at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services May 2006 - Present
Thrinvent Financial for Lutherans January 2003 - May 2006
US Banccorp June 1999 - January 2003
Education
Northern Michigan University 1992 — 1996
Bachelor of Science (BS), Accounting
UMB Fund Services May 2006 - Present
Thrinvent Financial for Lutherans January 2003 - May 2006
US Banccorp June 1999 - January 2003
Education
Northern Michigan University 1992 — 1996
Bachelor of Science (BS), Accounting
Rich Talley's UMB Fund Services Experience March 2013 - Present
Job Vice President, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
Matthew Pedersen, A+, Net+, Serv+, Sec+, MCP Matthew Pedersen, A+, Net+, Serv+, Sec+, MCP's UMB Fund Services Experience November 2012 - June 2013
Job Information Technology at UMB Fund Services
Industry Information Technology and Services
Experience
Matthew E. Pedersen - Commercial Artist & Illustrator June 2013 - Present
Matthew E. Pedersen - Digital Design & Development June 2013 - Present
Matthew E. Pedersen - Computer & Networking Services June 2013 - Present
UMB Fund Services November 2012 - June 2013
Kohl's August 2012 - November 2012
IBM November 2011 - August 2012
PC+Medic Milwaukee: Computer Repair and Networking Services July 2003 - November 2011
Strategic Resources February 2011 - May 2011
Color Ink July 2010 - January 2011
Sole Proprietorship/Self-Directed Volunteer August 2006 - January 2011
Skills
Technical Support, Network Administration, Printers, Computer Hardware, Apache, Windows Server, MySQL, SCCM, Graphic Design, Network Security, Wireless Networking, SQL, TCP/IP, Lotus Notes, Joomla, Mac, helpdesk, Mobile Technology, Firewall Administration, Intrusion Detection, Penetration Testing, Algorithms, Encryption, Email Hosting, Web Design, Website Development, Database Administration, Content Management, Microsoft Technologies, Cisco, OSI Model, Packet Analysis, Imaging, RAID, BMC Remedy, vmware, Open Source Software, Posix (Linux & Unix), Cloud Computing, PHP, HTML5, JavaScript, MVC, jQuery, Mobile Application..., Game Development, Ruby on Rails, Clustering & Load..., Application Frameworks, Web Applications
Education
Waukesha County Technical College 2009 — 2012
Associates Degree, Information Technology: Network Specialist
Waukesha County Technical College 2006 — 2007
Associates Degree, Graphic Design
Milwaukee Area Technical College 2001 — 2002
Associates Degree, Commercial Art (Graphic Design)
Matthew E. Pedersen - Commercial Artist & Illustrator June 2013 - Present
Matthew E. Pedersen - Digital Design & Development June 2013 - Present
Matthew E. Pedersen - Computer & Networking Services June 2013 - Present
UMB Fund Services November 2012 - June 2013
Kohl's August 2012 - November 2012
IBM November 2011 - August 2012
PC+Medic Milwaukee: Computer Repair and Networking Services July 2003 - November 2011
Strategic Resources February 2011 - May 2011
Color Ink July 2010 - January 2011
Sole Proprietorship/Self-Directed Volunteer August 2006 - January 2011
Skills
Technical Support, Network Administration, Printers, Computer Hardware, Apache, Windows Server, MySQL, SCCM, Graphic Design, Network Security, Wireless Networking, SQL, TCP/IP, Lotus Notes, Joomla, Mac, helpdesk, Mobile Technology, Firewall Administration, Intrusion Detection, Penetration Testing, Algorithms, Encryption, Email Hosting, Web Design, Website Development, Database Administration, Content Management, Microsoft Technologies, Cisco, OSI Model, Packet Analysis, Imaging, RAID, BMC Remedy, vmware, Open Source Software, Posix (Linux & Unix), Cloud Computing, PHP, HTML5, JavaScript, MVC, jQuery, Mobile Application..., Game Development, Ruby on Rails, Clustering & Load..., Application Frameworks, Web Applications
Education
Waukesha County Technical College 2009 — 2012
Associates Degree, Information Technology: Network Specialist
Waukesha County Technical College 2006 — 2007
Associates Degree, Graphic Design
Milwaukee Area Technical College 2001 — 2002
Associates Degree, Commercial Art (Graphic Design)
Kris Franzen Kris Franzen's UMB Fund Services Experience July 2014 - August 2015
Job Software Engineer at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services September 2015 - Present
UMB Fund Services July 2014 - August 2015
SourceMedical April 2011 - June 2014
P&H Mining Equipment April 2010 - April 2011
SafeNet Consulting April 2009 - May 2010
Wheaton Franciscan Healthcare January 2008 - March 2009
Source Medical April 2006 - April 2008
Geek Squad June 2005 - October 2007
Skills
Microsoft SQL Server, C#, SQL, IIS, ASP.NET, VB.NET, Software Development, Windows Server, SharePoint, HTML, Web Applications, Java, Troubleshooting, SSRS, SSIS, Technical Support, Visual Basic, .NET, SDLC, Business Analysis, WinForms, Active Directory, Agile Methodologies, jQuery, Software Project..., Visio, System Administration, Databases, Testing, Web Development
Education
University of Wisconsin-Milwaukee 2003 — 2005
BS, Computer Science
University of Minnesota Duluth 1998 — 2000
Computer Science
Amazon Web Services September 2015 - Present
UMB Fund Services July 2014 - August 2015
SourceMedical April 2011 - June 2014
P&H Mining Equipment April 2010 - April 2011
SafeNet Consulting April 2009 - May 2010
Wheaton Franciscan Healthcare January 2008 - March 2009
Source Medical April 2006 - April 2008
Geek Squad June 2005 - October 2007
Skills
Microsoft SQL Server, C#, SQL, IIS, ASP.NET, VB.NET, Software Development, Windows Server, SharePoint, HTML, Web Applications, Java, Troubleshooting, SSRS, SSIS, Technical Support, Visual Basic, .NET, SDLC, Business Analysis, WinForms, Active Directory, Agile Methodologies, jQuery, Software Project..., Visio, System Administration, Databases, Testing, Web Development
Education
University of Wisconsin-Milwaukee 2003 — 2005
BS, Computer Science
University of Minnesota Duluth 1998 — 2000
Computer Science
Greg Surette Greg Surette's UMB Fund Services Experience January 2012 - July 2015
Job CPA, Senior Administration Specialist Tax at Atlantic Fund Services
Industry Accounting
Experience
Atlantic Fund Services July 2015 - Present
UMB Fund Services January 2012 - July 2015
Caufield & Flood January 2011 - January 2012
The University of Texas at El Paso January 2008 - May 2010
Con Edison January 2003 - January 2005
US Navy November 1998 - April 2002
Skills
Research, Analysis, Microsoft Word, Income Tax, Mutual Funds, Microsoft Excel, Training, Creative Problem Solving, Partnership Taxation, Data Analysis, Investments, Team Leadership, Team Building, Strategic Planning, Project Planning, Quality Assurance, Forecasting, Public Speaking, Testing
Education
The University of Texas at El Paso 2007 — 2010
MAcc, Accounting/Tax
University of New Hampshire 1996 — 1998
BS, Biology
Tufts University 1994 — 1995
Biology
Atlantic Fund Services July 2015 - Present
UMB Fund Services January 2012 - July 2015
Caufield & Flood January 2011 - January 2012
The University of Texas at El Paso January 2008 - May 2010
Con Edison January 2003 - January 2005
US Navy November 1998 - April 2002
Skills
Research, Analysis, Microsoft Word, Income Tax, Mutual Funds, Microsoft Excel, Training, Creative Problem Solving, Partnership Taxation, Data Analysis, Investments, Team Leadership, Team Building, Strategic Planning, Project Planning, Quality Assurance, Forecasting, Public Speaking, Testing
Education
The University of Texas at El Paso 2007 — 2010
MAcc, Accounting/Tax
University of New Hampshire 1996 — 1998
BS, Biology
Tufts University 1994 — 1995
Biology
Dwight Ricks Dwight Ricks's UMB Fund Services Experience July 2008 - February 2010
Job IT Director seeking new opportunities to manage networks and infrastructure
Industry Information Technology and Services
Experience
Castle & Cooke Mortgage, LLC February 2010 - April 2015
UMB Fund Services July 2008 - February 2010
Wasatch Advisors February 1996 - July 2008
Skills
IT Strategy, VMware, Hyper-V, Servers, Virtualization, SANs, Microsoft Exchange, Virtual Servers, Backup & Recovery..., NAS, Active Directory, Group Policy, Management, Network Administration, SQL Server, Strategy, Disaster Recovery, ShoreTel, Business Continuity, System Administration, Telecommunications and..., Budgets, Tape Backup, VPNs and Remote Access, Operating Systems, High Availability..., Wireless Networking, Investments, Asset Management, Financial Services, Capital Markets, Finance, Strategic Planning, Business Analysis, Hedge Funds, Trading Systems, Business Strategy, Executive Management, Securities, Bloomberg, Due Diligence, Venture Capital, Investment Management, Mutual Funds, Mortgage Lending, Market Data, Business Development, SAN, Financial Analysis
Education
Brigham Young University - Marriott School of Management 1990 — 1992
MBA, International Business
University of Utah 1983 — 1986
BA, Finance
Castle & Cooke Mortgage, LLC February 2010 - April 2015
UMB Fund Services July 2008 - February 2010
Wasatch Advisors February 1996 - July 2008
Skills
IT Strategy, VMware, Hyper-V, Servers, Virtualization, SANs, Microsoft Exchange, Virtual Servers, Backup & Recovery..., NAS, Active Directory, Group Policy, Management, Network Administration, SQL Server, Strategy, Disaster Recovery, ShoreTel, Business Continuity, System Administration, Telecommunications and..., Budgets, Tape Backup, VPNs and Remote Access, Operating Systems, High Availability..., Wireless Networking, Investments, Asset Management, Financial Services, Capital Markets, Finance, Strategic Planning, Business Analysis, Hedge Funds, Trading Systems, Business Strategy, Executive Management, Securities, Bloomberg, Due Diligence, Venture Capital, Investment Management, Mutual Funds, Mortgage Lending, Market Data, Business Development, SAN, Financial Analysis
Education
Brigham Young University - Marriott School of Management 1990 — 1992
MBA, International Business
University of Utah 1983 — 1986
BA, Finance
Brandon D'Amico Brandon D'Amico's UMB Fund Services Experience March 2015 - Present
Job Mutual Fund Administrator II at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services March 2015 - Present
UMB Fund Services May 2012 - March 2015
TK Sealcoating May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Quickbooks, Microsoft Office
Education
Cardinal Stritch University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Eastern Illinois University 2006 — 2007
General Studies
UMB Fund Services March 2015 - Present
UMB Fund Services May 2012 - March 2015
TK Sealcoating May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Quickbooks, Microsoft Office
Education
Cardinal Stritch University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Eastern Illinois University 2006 — 2007
General Studies
Cindy Mayo's UMB Fund Services Experience May 2012 - Present
Job Fund Accountant at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services May 2012 - Present
Bank of New York Mellon November 2010 - May 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Services, Financial Accounting, Account Reconciliation, Finance, Investments, Auditing
Education
Lincoln University 2005 — 2009
Bachelor of Science (BS), Accounting
UMB Fund Services May 2012 - Present
Bank of New York Mellon November 2010 - May 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Services, Financial Accounting, Account Reconciliation, Finance, Investments, Auditing
Education
Lincoln University 2005 — 2009
Bachelor of Science (BS), Accounting
Sarah (Moore) Trost's UMB Fund Services Experience January 2015 - Present
Job Intern at UMB Fund Services
Industry Food & Beverages
Experience
UMB Fund Services January 2015 - Present
UMB Fund Services January 2015 - April 2015
Jamba Juice March 2013 - June 2014
IJump May 2012 - June 2012
Down East Outfitters January 2012 - May 2012
Flip N Out February 2011 - September 2011
Skills
Customer Service, Management, Sales, Cash Register, Microsoft Office, Retail, Inventory Management, Time Management, Microsoft Word, Catering, Microsoft Excel, CCH, Tax Research
Education
Brigham Young University - Idaho 2011 — 2016
Accounting and Business/Management
UMB Fund Services January 2015 - Present
UMB Fund Services January 2015 - April 2015
Jamba Juice March 2013 - June 2014
IJump May 2012 - June 2012
Down East Outfitters January 2012 - May 2012
Flip N Out February 2011 - September 2011
Skills
Customer Service, Management, Sales, Cash Register, Microsoft Office, Retail, Inventory Management, Time Management, Microsoft Word, Catering, Microsoft Excel, CCH, Tax Research
Education
Brigham Young University - Idaho 2011 — 2016
Accounting and Business/Management
Jeff Excell Jeff Excell's UMB Fund Services Experience January 2011 - Present
Job Tax Accountant at J.D. Clark & Co.
Industry Accounting
Experience
UMB Fund Services January 2011 - Present
Allstate Insurance January 2005 - May 2010
Southern Utah University August 2004 - August 2006
Skills
Tax Accounting, Hedge Funds, Partnership Taxation, German, Tax, Accounting, Visual Basic, Programming
Education
Southern Utah University 2009 — 2010
MAcc, Accounting
UMB Fund Services January 2011 - Present
Allstate Insurance January 2005 - May 2010
Southern Utah University August 2004 - August 2006
Skills
Tax Accounting, Hedge Funds, Partnership Taxation, German, Tax, Accounting, Visual Basic, Programming
Education
Southern Utah University 2009 — 2010
MAcc, Accounting
Ann Maurer's UMB Fund Services Experience January 2013 - Present
Job Vice President, Global Relationship Manager at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services January 2013 - Present
UMB Fund Services March 1996 - January 2013
Sunstone Financial Group March 1996 - 2001
Kemper Clearing May 1994 - February 1996
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Customer Relations, Client Service, Compliance, Relationship Management, Fund Services, Transfer Agency, Series 6, Fund Of Funds, Call Center, Financial Services, Back Office, Project Management, Fund Administration, Investments, Asset Management, Bloomberg, Fund Accounting
Education
Cardinal Stritch University 1995 — 2001
MBA
University of Wisconsin-Madison 1990 — 1993
BA, Economics
UMB Fund Services January 2013 - Present
UMB Fund Services March 1996 - January 2013
Sunstone Financial Group March 1996 - 2001
Kemper Clearing May 1994 - February 1996
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Customer Relations, Client Service, Compliance, Relationship Management, Fund Services, Transfer Agency, Series 6, Fund Of Funds, Call Center, Financial Services, Back Office, Project Management, Fund Administration, Investments, Asset Management, Bloomberg, Fund Accounting
Education
Cardinal Stritch University 1995 — 2001
MBA
University of Wisconsin-Madison 1990 — 1993
BA, Economics
Evan G. Dittmar Evan G. Dittmar's UMB Fund Services Experience October 2014 - June 2015
Job Fund Accountant at Invesco
Industry Financial Services
Experience
Invesco US June 2015 - Present
UMB Fund Services October 2014 - June 2015
New Berlin Eisenhower Football February 2013 - June 2015
UMB Fund Services January 2014 - October 2014
UMB Fund Services February 2013 - January 2014
U.S. Bank June 2012 - February 2013
Johnny O's Sports Lounge April 2011 - May 2012
Madison City Channel August 2010 - March 2012
Aflac May 2011 - August 2011
Skills
Customer Service, Insurance, Excel, Microsoft Office, PowerPoint, Public Finance, Access, Direct Sales, Media Production, Streaming Media, Outlook, Microsoft Excel, Finance, Investments
Education
University of Wisconsin-Madison 2009 — 2012
Bachelors of Science, Economics
University of Wisconsin-Platteville 2008 — 2009
Bachelors of Science, General Business
St. Norbert College 2007 — 2007
Bachelors of Science, General Business, AROTC
Invesco US June 2015 - Present
UMB Fund Services October 2014 - June 2015
New Berlin Eisenhower Football February 2013 - June 2015
UMB Fund Services January 2014 - October 2014
UMB Fund Services February 2013 - January 2014
U.S. Bank June 2012 - February 2013
Johnny O's Sports Lounge April 2011 - May 2012
Madison City Channel August 2010 - March 2012
Aflac May 2011 - August 2011
Skills
Customer Service, Insurance, Excel, Microsoft Office, PowerPoint, Public Finance, Access, Direct Sales, Media Production, Streaming Media, Outlook, Microsoft Excel, Finance, Investments
Education
University of Wisconsin-Madison 2009 — 2012
Bachelors of Science, Economics
University of Wisconsin-Platteville 2008 — 2009
Bachelors of Science, General Business
St. Norbert College 2007 — 2007
Bachelors of Science, General Business, AROTC
Christopher Kitz's UMB Fund Services Experience December 2012 - May 2014
Job US Bancorp Fund ServicesBusiness Development
Industry Financial Services
Experience
LikeMinds Inc. November 2014 - Present
U.S. Bancorp Fund Services May 2014 - Present
UMB Fund Services December 2012 - May 2014
Marcus Corporation June 2011 - January 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounts Payable, PeopleSoft, Financial Reporting, Financial Modeling, Risk Management, Financial Accounting, Access, Bloomberg, Microsoft Office, Start-ups, Business Development, Auditing, Investment Valuation, SharePoint, Cost Accounting, Profit Margins, Salesforce.com, Finance, Financial Projection, Cost Projections, Cash Flow Forecasting, Account Reconciliation, Entrepreneurship, Entrepreneurial Finance, Entrepreneurship..., Sales, New Business Development, HTML5, CSS, Web Development
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Accounting and Finance
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Accounting and Finance
Free Code Camp
Full Stack Web Development, Computer Software Engineering
LikeMinds Inc. November 2014 - Present
U.S. Bancorp Fund Services May 2014 - Present
UMB Fund Services December 2012 - May 2014
Marcus Corporation June 2011 - January 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounts Payable, PeopleSoft, Financial Reporting, Financial Modeling, Risk Management, Financial Accounting, Access, Bloomberg, Microsoft Office, Start-ups, Business Development, Auditing, Investment Valuation, SharePoint, Cost Accounting, Profit Margins, Salesforce.com, Finance, Financial Projection, Cost Projections, Cash Flow Forecasting, Account Reconciliation, Entrepreneurship, Entrepreneurial Finance, Entrepreneurship..., Sales, New Business Development, HTML5, CSS, Web Development
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Accounting and Finance
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Accounting and Finance
Free Code Camp
Full Stack Web Development, Computer Software Engineering
Joseph McElroy Joseph McElroy's UMB Fund Services Experience March 2013 - Present
Job Fund Accountant at UMB Fund Services
Industry Hospital & Health Care
Experience
UMB Fund Services March 2013 - Present
The University of Iowa Hospitals and Clinics September 2008 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Time Management, Leadership, Volunteering
Education
University of Iowa 2008 — 2012
Bachelor's degree, Accounting and Finance
UMB Fund Services March 2013 - Present
The University of Iowa Hospitals and Clinics September 2008 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Time Management, Leadership, Volunteering
Education
University of Iowa 2008 — 2012
Bachelor's degree, Accounting and Finance
Victoria Clemons Victoria Clemons's UMB Fund Services Experience January 2013 - May 2013
Job Staff Accountant at Ostrow Reisin Berk & Abrams, Ltd.
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams, Ltd. January 2015 - Present
Johnson Controls December 2013 - January 2015
Kiplinger Business Forecasts June 2013 - August 2013
UMB Fund Services January 2013 - May 2013
Raffel Systems LLC May 2012 - August 2012
Skills
Social Media, Facebook, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Fundraising, Financial Modeling, Financial Analysis, Marketing, Customer Service, Valuation, QuickBooks, Sales, Research
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Accounting and Finance
Ostrow Reisin Berk & Abrams, Ltd. January 2015 - Present
Johnson Controls December 2013 - January 2015
Kiplinger Business Forecasts June 2013 - August 2013
UMB Fund Services January 2013 - May 2013
Raffel Systems LLC May 2012 - August 2012
Skills
Social Media, Facebook, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Fundraising, Financial Modeling, Financial Analysis, Marketing, Customer Service, Valuation, QuickBooks, Sales, Research
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Accounting and Finance
Joan Mastronardo Joan Mastronardo's UMB Fund Services Experience September 2007 - Present
Job Executive Assistant at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services September 2007 - Present
Acosta Sales & Marketing December 1993 - June 2004
Acosta Sales & Marketing December 1993 - June 2004
Skills
PHR Certification, Human Resources, Management, Customer Service, PowerPoint, Outlook, QuickBooks, Event Planning, Accounts Payable, Accounting, Budgets, Financial Analysis, Access, Analysis
Education
Milwaukee Area Technical College 1995 — 1999
Associate's degree, Office Management and Supervision
UMB Fund Services September 2007 - Present
Acosta Sales & Marketing December 1993 - June 2004
Acosta Sales & Marketing December 1993 - June 2004
Skills
PHR Certification, Human Resources, Management, Customer Service, PowerPoint, Outlook, QuickBooks, Event Planning, Accounts Payable, Accounting, Budgets, Financial Analysis, Access, Analysis
Education
Milwaukee Area Technical College 1995 — 1999
Associate's degree, Office Management and Supervision
Bill Bunting Bill Bunting's UMB Fund Services Experience July 2008 - December 2010
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Fidelity Investments January 2011 - January 2014
UMB Fund Services July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Putnam Investments June 2003 - September 2004
Putnam Investments October 2001 - May 2003
Skills
Accounting, Training, Leadership, Management, Time Management, Investments, Customer Service, General Ledger, Public Speaking, Mutual Funds, Employee Training, GAAP, Process Improvement, Teamwork, Financial Statements, Risk Management, Finance, Analysis
Education
Syracuse University 1997 — 2001
Bachelor's of Science, Speech Communications
J.P. Morgan January 2014 - Present
Fidelity Investments January 2011 - January 2014
UMB Fund Services July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Putnam Investments June 2003 - September 2004
Putnam Investments October 2001 - May 2003
Skills
Accounting, Training, Leadership, Management, Time Management, Investments, Customer Service, General Ledger, Public Speaking, Mutual Funds, Employee Training, GAAP, Process Improvement, Teamwork, Financial Statements, Risk Management, Finance, Analysis
Education
Syracuse University 1997 — 2001
Bachelor's of Science, Speech Communications
Callie McDaniel, CPA Callie McDaniel, CPA's UMB Fund Services Experience September 2004 - Present
Job Fund Accounting Manager at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services September 2004 - Present
Skills
Financial Accounting, Accounting, Fund Accounting, Axys, Hedge Funds, Fund Administration, Management, Financial Statements, Tax, GAAP, Financial Reporting, Alternative Investments, Finance, Advent, Fund Of Funds, Financial Analysis, Microsoft Excel, Account Reconciliation, General Ledger, US GAAP, Leadership, Tax Preparation, Auditing, CPA, Private Equity
Education
Utah State University 2010 — 2013
Master of Business Administration (MBA)
Boise State University 2001 — 2004
Bachelor of Business Administration, Accounting
Dixie State College 1997 — 1999
Associate of Arts
UMB Fund Services September 2004 - Present
Skills
Financial Accounting, Accounting, Fund Accounting, Axys, Hedge Funds, Fund Administration, Management, Financial Statements, Tax, GAAP, Financial Reporting, Alternative Investments, Finance, Advent, Fund Of Funds, Financial Analysis, Microsoft Excel, Account Reconciliation, General Ledger, US GAAP, Leadership, Tax Preparation, Auditing, CPA, Private Equity
Education
Utah State University 2010 — 2013
Master of Business Administration (MBA)
Boise State University 2001 — 2004
Bachelor of Business Administration, Accounting
Dixie State College 1997 — 1999
Associate of Arts
Lars Wasvick's UMB Fund Services Experience December 2002 - January 2005
Job Marketing Manager, Advisor Marketing at Morningstar
Industry Financial Services
Experience
Morningstar May 2011 - Present
Morningstar January 2005 - May 2011
UMB Fund Services December 2002 - January 2005
Comm-Works, Inc June 2001 - August 2002
Skills
Product Management, Social Media, Copywriting, Online Marketing, Eloqua, Direct Marketing, Marketing Strategy, Marketing Communications, Account Management, Product Development, Interactive Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Client Service, New Business Development, Morningstar Direct, Financial Services, Newsletters, Social Media Marketing, Market Planning, Facebook Marketing, Twitter, Microsoft Office, Adobe Acrobat, Lyris, QuickBase
Education
Marquette University 2002 — 2004
Master, Business Administration
Marquette University 1998 — 2001
Bachelor of Arts, Advertising, Marketing
Augsburg College 1997 — 1998
Marketing, Economics
Irondale Senior High School 1993 — 1997
Morningstar May 2011 - Present
Morningstar January 2005 - May 2011
UMB Fund Services December 2002 - January 2005
Comm-Works, Inc June 2001 - August 2002
Skills
Product Management, Social Media, Copywriting, Online Marketing, Eloqua, Direct Marketing, Marketing Strategy, Marketing Communications, Account Management, Product Development, Interactive Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Client Service, New Business Development, Morningstar Direct, Financial Services, Newsletters, Social Media Marketing, Market Planning, Facebook Marketing, Twitter, Microsoft Office, Adobe Acrobat, Lyris, QuickBase
Education
Marquette University 2002 — 2004
Master, Business Administration
Marquette University 1998 — 2001
Bachelor of Arts, Advertising, Marketing
Augsburg College 1997 — 1998
Marketing, Economics
Irondale Senior High School 1993 — 1997
Patty Buckley Patty Buckley's UMB Fund Services Experience June 1993 - December 2007
Job Paralegal at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services May 2013 - Present
Buckley Fence, LLC April 2009 - May 2013
NRS January 2007 - April 2009
UMB Fund Services June 1993 - December 2007
Michael Best and Friedrich November 1988 - June 1993
Heritage Investment Advisors, Inc. February 1985 - November 1988
Skills
Mutual Funds, Financial Services, Online Advertising, Securities, Marketing, Customer Service, Analysis, Sales, Blue Sky Compliance, Writing, Microsoft Office, Management, Corporate Law, Corporate Governance, Small Business, Legal Research, work ind
Education
University of San Diego 1984 — 1984
Graduate Certificate, Paralegal
University of Wisconsin-Milwaukee 1978 — 1983
Bachelor's degree, Biology/Conservation
U.S. Bancorp Fund Services May 2013 - Present
Buckley Fence, LLC April 2009 - May 2013
NRS January 2007 - April 2009
UMB Fund Services June 1993 - December 2007
Michael Best and Friedrich November 1988 - June 1993
Heritage Investment Advisors, Inc. February 1985 - November 1988
Skills
Mutual Funds, Financial Services, Online Advertising, Securities, Marketing, Customer Service, Analysis, Sales, Blue Sky Compliance, Writing, Microsoft Office, Management, Corporate Law, Corporate Governance, Small Business, Legal Research, work ind
Education
University of San Diego 1984 — 1984
Graduate Certificate, Paralegal
University of Wisconsin-Milwaukee 1978 — 1983
Bachelor's degree, Biology/Conservation
Daryl Wheeler Daryl Wheeler's UMB Fund Services Experience 1999 - 2006
Job
Industry Financial Services
Experience
Northwestern Mutual November 2013 - Present
Northwestern Mutual October 2006 - November 2013
UMB Distribution Services, LLC 2002 - 2006
UMB Fund Services 1999 - 2006
Skills
FINRA, Series 7, Series 24, Series 63, Separately Managed..., Life Insurance, Variable Annuities, Mutual Funds, Investment Strategies, Investment Management, Investment Advisory, Insurance, Series 65, Wealth Management, Securities, Fixed Annuities, Financial Analysis, Uniform Combined State..., Asset Allocation, Series 6, Retirement, Alternative Investments, Investments, Retirement Planning
Education
University of Oregon
WLHS
Northwestern Mutual November 2013 - Present
Northwestern Mutual October 2006 - November 2013
UMB Distribution Services, LLC 2002 - 2006
UMB Fund Services 1999 - 2006
Skills
FINRA, Series 7, Series 24, Series 63, Separately Managed..., Life Insurance, Variable Annuities, Mutual Funds, Investment Strategies, Investment Management, Investment Advisory, Insurance, Series 65, Wealth Management, Securities, Fixed Annuities, Financial Analysis, Uniform Combined State..., Asset Allocation, Series 6, Retirement, Alternative Investments, Investments, Retirement Planning
Education
University of Oregon
WLHS
Caroline Kachmar's UMB Fund Services Experience July 2014 - August 2014
Job Student at University of Delaware Lerner College of Business and Economics
Industry Financial Services
Experience
Douglas Loew & Associates March 2014 - May 2015
UMB Fund Services July 2014 - August 2014
vineyard vines November 2013 - January 2014
Gap Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Windows, English
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance, General
Douglas Loew & Associates March 2014 - May 2015
UMB Fund Services July 2014 - August 2014
vineyard vines November 2013 - January 2014
Gap Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Windows, English
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance, General
Peder Cho's UMB Fund Services Experience May 2014 - Present
Job Investors Services Representative at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services May 2014 - Present
Milwaukee Brewers August 2013 - May 2014
Marquette University Athletics August 2011 - May 2014
Champs Sports February 2010 - March 2014
Northwestern Mutual May 2012 - August 2012
Skills
Time Management, Customer Service, Retail, Facebook, PowerPoint, Research, Marketing, Public Speaking, Social Media, Sales, Organizational..., Employee Training, Problem Solving, Problem Analysis, Financial Analysis, Data Analysis, Market Analysis
Education
Marquette University 2010 — 2014
Bachelor's Degree, Finance
Guanghua School of Management 2012 — 2013
Study Abroad, Management
UMB Fund Services May 2014 - Present
Milwaukee Brewers August 2013 - May 2014
Marquette University Athletics August 2011 - May 2014
Champs Sports February 2010 - March 2014
Northwestern Mutual May 2012 - August 2012
Skills
Time Management, Customer Service, Retail, Facebook, PowerPoint, Research, Marketing, Public Speaking, Social Media, Sales, Organizational..., Employee Training, Problem Solving, Problem Analysis, Financial Analysis, Data Analysis, Market Analysis
Education
Marquette University 2010 — 2014
Bachelor's Degree, Finance
Guanghua School of Management 2012 — 2013
Study Abroad, Management
Elizabeth Hubner's UMB Fund Services Experience July 2010 - February 2013
Job Project Manager | Business Analyst | Change Manager | Process Improvements and Reengineering
Industry Financial Services
Experience
Citi May 2013 - March 2014
UMB Fund Services July 2010 - February 2013
JPMorgan Chase October 2006 - June 2010
JPMorgan Chase July 2004 - October 2006
JPMorgan Chase November 2002 - July 2004
JPMorgan Chase December 1999 - November 2002
JPMorgan Chase February 1992 - December 1999
Skills
Vendor Management, Securities Lending, User Acceptance Testing, Requirements Management, Data Mapping, Full SDLC, Global Custody, Test Planning, Separately Managed..., Business Analysis, Reference Data, SDLC, Requirements Analysis, PMO, MS Project, Visio, Wealth Management, Project Management, Change Management, Process Improvement, Needs Analysis, Manage Client..., Outsourcing, Market Reference Data, Risk Management, Financial Services, Banking, Securities, Business Requirements, Back Office, Cross-functional Team..., Requirements Gathering, Leadership, Testing, Relationship Management
Education
St. John's University
M.B.A, Financial Services
Pace University
B.B.A, Management Information Systems
Citi May 2013 - March 2014
UMB Fund Services July 2010 - February 2013
JPMorgan Chase October 2006 - June 2010
JPMorgan Chase July 2004 - October 2006
JPMorgan Chase November 2002 - July 2004
JPMorgan Chase December 1999 - November 2002
JPMorgan Chase February 1992 - December 1999
Skills
Vendor Management, Securities Lending, User Acceptance Testing, Requirements Management, Data Mapping, Full SDLC, Global Custody, Test Planning, Separately Managed..., Business Analysis, Reference Data, SDLC, Requirements Analysis, PMO, MS Project, Visio, Wealth Management, Project Management, Change Management, Process Improvement, Needs Analysis, Manage Client..., Outsourcing, Market Reference Data, Risk Management, Financial Services, Banking, Securities, Business Requirements, Back Office, Cross-functional Team..., Requirements Gathering, Leadership, Testing, Relationship Management
Education
St. John's University
M.B.A, Financial Services
Pace University
B.B.A, Management Information Systems
Eric Morley's UMB Fund Services Experience July 2010 - February 2013
Job Senior Analyst at Vestmark, Inc.
Industry Financial Services
Experience
UMB Fund Services July 2010 - February 2013
JP Morgan Chase September 2008 - July 2010
John Hancock Financial Services June 2005 - May 2006
John Hancock Financial Services June 2004 - June 2005
Skills
Portfolio Management, Fixed Income, Management, Equities, Separately Managed..., Investments
Education
Bryant University 1998 — 2002
Boston College High School 1994 — 1998
UMB Fund Services July 2010 - February 2013
JP Morgan Chase September 2008 - July 2010
John Hancock Financial Services June 2005 - May 2006
John Hancock Financial Services June 2004 - June 2005
Skills
Portfolio Management, Fixed Income, Management, Equities, Separately Managed..., Investments
Education
Bryant University 1998 — 2002
Boston College High School 1994 — 1998
Scott Schulenburg's UMB Fund Services Experience November 2014 - Present
Job Senior Vice President / Director of Transfer Agency at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services November 2014 - Present
UMB Fund Services December 2012 - Present
UMB Fund Services December 2011 - May 2013
UMB Fund Services May 2010 - December 2011
UMB Fund Services July 2005 - May 2010
WorthMark Financial Services 2005 - 2005
The MONY Group February 2001 - September 2004
U.S. Bank 1999 - 2001
Wells Fargo 1998 - 2000
Skills
Client Relationship..., Fund Services, Transfer Agency, Client Services, Client Communications, Mutual Funds, Project Management, Alternative Investments, Process Improvement, Microsoft Excel, Strategic Planning, Financial Analysis, Problem Resolution, Collective Trusts, Financial Services, Series 7, Series 24, Series 66, CRM, Investments, Finance, Fund Accounting, Hedge Funds, Asset Allocation, Management, Asset Management, Fixed Income, Series 63, Equities, Wealth Management, Fund Administration
Education
University of Phoenix 2006 — 2008
Masters of Business Administration
University of Minnesota-Twin Cities 1995 — 1999
BS, Economics
Pius 1991 — 1995
UMB Fund Services November 2014 - Present
UMB Fund Services December 2012 - Present
UMB Fund Services December 2011 - May 2013
UMB Fund Services May 2010 - December 2011
UMB Fund Services July 2005 - May 2010
WorthMark Financial Services 2005 - 2005
The MONY Group February 2001 - September 2004
U.S. Bank 1999 - 2001
Wells Fargo 1998 - 2000
Skills
Client Relationship..., Fund Services, Transfer Agency, Client Services, Client Communications, Mutual Funds, Project Management, Alternative Investments, Process Improvement, Microsoft Excel, Strategic Planning, Financial Analysis, Problem Resolution, Collective Trusts, Financial Services, Series 7, Series 24, Series 66, CRM, Investments, Finance, Fund Accounting, Hedge Funds, Asset Allocation, Management, Asset Management, Fixed Income, Series 63, Equities, Wealth Management, Fund Administration
Education
University of Phoenix 2006 — 2008
Masters of Business Administration
University of Minnesota-Twin Cities 1995 — 1999
BS, Economics
Pius 1991 — 1995
Jenene Margolies's UMB Fund Services Experience February 2009 - June 2012
Job Executive Assistant at AmeriSave Mortgage Corporation
Industry Executive Office
Experience
Discover Home Loans March 2013 - August 2015
UMB Fund Services February 2009 - June 2012
Ariba October 2006 - February 2010
Suncrest Homes August 2003 - May 2006
Skills
Spreadsheets, Employee Relations, Customer Service, Microsoft Office, Financial Services, Social Media, Business Analysis, Team Building, Microsoft Excel, Outlook, Financial Reporting, PowerPoint, Contract Negotiation, Access, Human Resources, Microsoft Word, Process Improvement, Marketing, Accounting
Education
Dana McKay Business College 1980 — 1981
Executive Secretary
Brigham Young University 1978 — 1979
General
Discover Home Loans March 2013 - August 2015
UMB Fund Services February 2009 - June 2012
Ariba October 2006 - February 2010
Suncrest Homes August 2003 - May 2006
Skills
Spreadsheets, Employee Relations, Customer Service, Microsoft Office, Financial Services, Social Media, Business Analysis, Team Building, Microsoft Excel, Outlook, Financial Reporting, PowerPoint, Contract Negotiation, Access, Human Resources, Microsoft Word, Process Improvement, Marketing, Accounting
Education
Dana McKay Business College 1980 — 1981
Executive Secretary
Brigham Young University 1978 — 1979
General
Steven A. Smith's UMB Fund Services Experience July 2010 - Present
Job Senior VP, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
Brian Chabala's UMB Fund Services Experience March 2014 - Present
Job 1
Industry Accounting
Experience
UMB Fund Services March 2014 - Present
JDClark & Co Division of UMB Fund Services September 2011 - March 2014
PNC Global Investment Servicing September 2008 - September 2009
PNC Global Investment Servicing February 2006 - September 2008
Goodman Associates January 2004 - April 2004
Education
Goldey Beacom College 2011 — 2012
Master of Science;, Finance
Wilmington University
Bachelor of Science, Accounting
Delaware Technical & Community College, Terry Campus
Associate, Applied Science; Business Administration-Accounting
UMB Fund Services March 2014 - Present
JDClark & Co Division of UMB Fund Services September 2011 - March 2014
PNC Global Investment Servicing September 2008 - September 2009
PNC Global Investment Servicing February 2006 - September 2008
Goodman Associates January 2004 - April 2004
Education
Goldey Beacom College 2011 — 2012
Master of Science;, Finance
Wilmington University
Bachelor of Science, Accounting
Delaware Technical & Community College, Terry Campus
Associate, Applied Science; Business Administration-Accounting
Tracy J Metz's UMB Fund Services Experience August 2000 - May 2004
Job ERP Business Process Architect
Industry Consumer Goods
Experience
Harley-Davidson Motor Company February 2015 - Present
Harley-Davidson Motor Company September 2013 - 2015
Trissential July 2013 - September 2013
SunGard Global Services 2009 - 2011
Sungard OMNI 2007 - June 2009
SunGard EXP 2005 - 2007
UMB Fund Services August 2000 - May 2004
Sunstone Financial Services September 1996 - August 2000
Sunstone Financial Services May 1996 - September 1996
Skills
Project Management, Requirements Analysis, Risk Management, Business Analysis, Process Improvement, Requirements Gathering, Team Building, Software Documentation, Integration, Leadership, Software Project..., Business Process..., Visio, Customer Service, Testing, Project Delivery, SharePoint, Analysis, Business Requirements, SQL, Microsoft SQL Server, Consulting, Software Implementation, Business Process, SDLC, Management, ERP, Business Intelligence, Vendor Management, Training
Education
Lakeland College 1988 — 1992
Harley-Davidson Motor Company February 2015 - Present
Harley-Davidson Motor Company September 2013 - 2015
Trissential July 2013 - September 2013
SunGard Global Services 2009 - 2011
Sungard OMNI 2007 - June 2009
SunGard EXP 2005 - 2007
UMB Fund Services August 2000 - May 2004
Sunstone Financial Services September 1996 - August 2000
Sunstone Financial Services May 1996 - September 1996
Skills
Project Management, Requirements Analysis, Risk Management, Business Analysis, Process Improvement, Requirements Gathering, Team Building, Software Documentation, Integration, Leadership, Software Project..., Business Process..., Visio, Customer Service, Testing, Project Delivery, SharePoint, Analysis, Business Requirements, SQL, Microsoft SQL Server, Consulting, Software Implementation, Business Process, SDLC, Management, ERP, Business Intelligence, Vendor Management, Training
Education
Lakeland College 1988 — 1992
Polly Mather's UMB Fund Services Experience March 2000 - May 2006
Job Business Manager I at University of Illinois at Chicago
Industry Higher Education
Experience
University of Illinois at Chicago April 2013 - Present
American Appraisal Associates May 2006 - April 2013
UMB Fund Services March 2000 - May 2006
Milwaukee County June 1994 - March 2000
MMC 1989 - 1992
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Due Diligence, Forecasting, Strategic Planning, Accounting, Business Strategy, Process Improvement, Negotiation, Competitive Analysis, Leadership, Budgets, Cross-functional Team..., Team Leadership, Mergers & Acquisitions, PowerPoint, Finance, Analysis, Banking, Outlook
Education
Lakeland College 1997 — 1999
Bachelor, Accounting
University of Wisconsin-Milwaukee 1987 — 1991
Bachelor of Social Welfare, Social Work
University of Illinois at Chicago April 2013 - Present
American Appraisal Associates May 2006 - April 2013
UMB Fund Services March 2000 - May 2006
Milwaukee County June 1994 - March 2000
MMC 1989 - 1992
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Due Diligence, Forecasting, Strategic Planning, Accounting, Business Strategy, Process Improvement, Negotiation, Competitive Analysis, Leadership, Budgets, Cross-functional Team..., Team Leadership, Mergers & Acquisitions, PowerPoint, Finance, Analysis, Banking, Outlook
Education
Lakeland College 1997 — 1999
Bachelor, Accounting
University of Wisconsin-Milwaukee 1987 — 1991
Bachelor of Social Welfare, Social Work
Peg Heinen's UMB Fund Services Experience February 2000 - July 2003
Job Director, Human Resources at MRA The Management Association
Industry Human Resources
Experience
MRA - The Management Association August 2011 - Present
DDN Pharmaceutical Logistics January 2009 - August 2011
Dominion Medical Management, Inc August 2003 - December 2008
UMB Fund Services February 2000 - July 2003
Skills
FMLA, Human Resources, HR Policies, HR Consulting, Employee Benefits, Benefits Administration, Labor Relations, Recruiting, Compensation & Benefit, Employee Relations, Workforce Planning, Employment Law, Talent Acquisition, Succession Planning, Personnel Management, Organizational..., Employee Engagement, Performance Management, New Hire Orientations, HRIS, Organizational..., Onboarding, Talent Management, Strategic HR, Applicant Tracking..., Compensation & Benefits
Education
Marquette University 1997 — 1999
Masters, Human Resources
Marquette University 1993 — 1997
BS, Psychology
MRA - The Management Association August 2011 - Present
DDN Pharmaceutical Logistics January 2009 - August 2011
Dominion Medical Management, Inc August 2003 - December 2008
UMB Fund Services February 2000 - July 2003
Skills
FMLA, Human Resources, HR Policies, HR Consulting, Employee Benefits, Benefits Administration, Labor Relations, Recruiting, Compensation & Benefit, Employee Relations, Workforce Planning, Employment Law, Talent Acquisition, Succession Planning, Personnel Management, Organizational..., Employee Engagement, Performance Management, New Hire Orientations, HRIS, Organizational..., Onboarding, Talent Management, Strategic HR, Applicant Tracking..., Compensation & Benefits
Education
Marquette University 1997 — 1999
Masters, Human Resources
Marquette University 1993 — 1997
BS, Psychology
Dimitar Yanakiev's UMB Fund Services Experience June 2014 - Present
Job Hedge Fund Accountant at UMB Financial Services
Industry Financial Services
Experience
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
UMB Fund Services June 2014 - Present
BNY Mellon April 2012 - May 2014
Wilmington Trust January 2010 - April 2012
WILMINGTON TRUST May 2006 - December 2009
Skills
Banking, Risk Management, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Investments, Mutual Funds, Financial Services, Internal Controls, Finance, Sarbanes-Oxley Act, Portfolio Management, Credit, Investment Banking, Financial Controlling, Fixed Income, Fixed Income Analysis, Amortization Schedules, Derivatives, Bloomberg, Equities, Securities, Trading, Analysis, Account Reconciliation, Corporate Actions
Education
University of Delaware 2008 — 2013
Master of Business Administration (MBA), MBA concentrating in Finance, 3.45
University of National and World Economy 1993 — 1998
Master's degree, Accounting and Control, 3.30/4.00
Joetta Hofstrom's UMB Fund Services Experience August 1998 - Present
Job Project Manager at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services August 1998 - Present
Education
Cardinal Stritch University 1998 — 2000
UMB Fund Services August 1998 - Present
Education
Cardinal Stritch University 1998 — 2000
Bea Spoerl's UMB Fund Services Experience December 2011 - July 2013
Job National Accounts Manager at Cumberland Advisors
Industry Financial Services
Experience
Cumberland Advisors February 2014 - Present
UMB Fund Services December 2011 - July 2013
US Bancorp Fund Services, LLC April 2002 - December 2011
US Bancorp Fund Services, LLC August 1999 - April 2002
UMB Fund Services October 1995 - August 1999
Invesco US November 1991 - October 1995
Invesco US August 1989 - November 1991
Ready Mixed Concrete - Denver Colorado July 1987 - August 1989
Skills
LLC, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Tax, Project Management, Accounting, Investments, Account Reconciliation, Fund Accounting, DST TA 2000, SEI Custody Systems, Sunguard Asset Arena, MFACT Fund Accounting..., Corporate Finance, Securities, Hedge Funds, Finance, Asset Management, Alternative Investments, Financial Analysis, Equities, Relationship Management, Portfolio Management, Due Diligence, Risk Management, Credit, Mergers & Acquisitions, Auditing, Management
Education
Georgia Regents University 1983 — 1987
BBA, Accounting
Cumberland Advisors February 2014 - Present
UMB Fund Services December 2011 - July 2013
US Bancorp Fund Services, LLC April 2002 - December 2011
US Bancorp Fund Services, LLC August 1999 - April 2002
UMB Fund Services October 1995 - August 1999
Invesco US November 1991 - October 1995
Invesco US August 1989 - November 1991
Ready Mixed Concrete - Denver Colorado July 1987 - August 1989
Skills
LLC, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Tax, Project Management, Accounting, Investments, Account Reconciliation, Fund Accounting, DST TA 2000, SEI Custody Systems, Sunguard Asset Arena, MFACT Fund Accounting..., Corporate Finance, Securities, Hedge Funds, Finance, Asset Management, Alternative Investments, Financial Analysis, Equities, Relationship Management, Portfolio Management, Due Diligence, Risk Management, Credit, Mergers & Acquisitions, Auditing, Management
Education
Georgia Regents University 1983 — 1987
BBA, Accounting
Jeff Hugo's UMB Fund Services Experience June 1999 - March 2004
Job Manager of Fund Accounting at Jackson National Asset Management
Industry Financial Services
Experience
Jackson National Asset Management 2004 - Present
jackson national life 2007 - 2008
UMB Fund Services June 1999 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
University of Wisconsin-Whitewater 1995 — 1999
BS, Finance
Jackson National Asset Management 2004 - Present
jackson national life 2007 - 2008
UMB Fund Services June 1999 - March 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
University of Wisconsin-Whitewater 1995 — 1999
BS, Finance
Benjamin Schmidt's UMB Fund Services Experience November 2006 - April 2015
Job Director of Fund Administration at Aspiriant
Industry Financial Services
Experience
Aspiriant April 2015 - Present
UMB Fund Services November 2006 - April 2015
UMB Fund Services December 2005 - November 2006
UMB Fund Services December 2002 - April 2005
UMB Fund Services October 2000 - December 2002
Thrivent Financial January 2000 - June 2000
Skills
Mutual Funds, Hedge Funds, Compliance, Microsoft Office, Investment Companies, SEC reporting, Fund Administration, Financial Reporting, SEC filings, Alternative Investments, Securities, Financial Services, Finance, Portfolio Management
Education
Marquette University 1997 — 1999
Bachelor of Science (BS), Finance, General
Bethany Lutheran College 1995 — 1997
Liberal Arts
Aspiriant April 2015 - Present
UMB Fund Services November 2006 - April 2015
UMB Fund Services December 2005 - November 2006
UMB Fund Services December 2002 - April 2005
UMB Fund Services October 2000 - December 2002
Thrivent Financial January 2000 - June 2000
Skills
Mutual Funds, Hedge Funds, Compliance, Microsoft Office, Investment Companies, SEC reporting, Fund Administration, Financial Reporting, SEC filings, Alternative Investments, Securities, Financial Services, Finance, Portfolio Management
Education
Marquette University 1997 — 1999
Bachelor of Science (BS), Finance, General
Bethany Lutheran College 1995 — 1997
Liberal Arts
Michael A. Kaufhold's UMB Fund Services Experience April 2012 - Present
Job Head of Custody Administration at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services April 2012 - Present
PNC Advisors February 2001 - February 2012
Prudential Securities October 1997 - December 2000
Prudential Securities March 1995 - October 1997
Prudential Securities July 1989 - March 1995
Prudential Securities October 1987 - July 1989
Drexel Burnham Lambert 1986 - 1987
Skills
Mutual Funds, Financial Services, Settlement, Capital Markets, Pricing, Securities, Series 7, Alternative Investments, Investments, Wealth Management, Asset Managment, Bloomberg, Back Office, Asset Management, Fixed Income, Fund Accounting, Strategic Financial..., Account Reconciliation, Risk Management, Financial Risk, Equities, Global Custody, Investment Banking, Hedge Funds, Middle Office, Options, Corporate Actions, Asset Allocation, Trading, Portfolio Management, Investment Management, Relationship Management, Series 63, Fund Of Funds
Education
Juniata College 1982 — 1986
BS, Business
Bergen Catholic High School 1978 — 1982
UMB Fund Services April 2012 - Present
PNC Advisors February 2001 - February 2012
Prudential Securities October 1997 - December 2000
Prudential Securities March 1995 - October 1997
Prudential Securities July 1989 - March 1995
Prudential Securities October 1987 - July 1989
Drexel Burnham Lambert 1986 - 1987
Skills
Mutual Funds, Financial Services, Settlement, Capital Markets, Pricing, Securities, Series 7, Alternative Investments, Investments, Wealth Management, Asset Managment, Bloomberg, Back Office, Asset Management, Fixed Income, Fund Accounting, Strategic Financial..., Account Reconciliation, Risk Management, Financial Risk, Equities, Global Custody, Investment Banking, Hedge Funds, Middle Office, Options, Corporate Actions, Asset Allocation, Trading, Portfolio Management, Investment Management, Relationship Management, Series 63, Fund Of Funds
Education
Juniata College 1982 — 1986
BS, Business
Bergen Catholic High School 1978 — 1982
Amy Sholty's UMB Fund Services Experience June 2001 - May 2004
Job Assistant Vice President at U.S.Bancorp Fund Services
Industry Banking
Experience
U.S.Bancorp Fund Services May 2004 - Present
UMB Fund Services June 2001 - May 2004
Riggs Bank N.A. August 2000 - June 2001
Firstar Bank N.A. January 2000 - August 2000
Skills
Banking, AML, KYC, Corporate Governance, Risk Management, Financial Risk, Securities, Operational Risk, Corporate Law, Due Diligence, Fraud, Capital Markets, Bank Secrecy Act, OFAC, Operational Risk..., Credit
Education
Marquette University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
U.S.Bancorp Fund Services May 2004 - Present
UMB Fund Services June 2001 - May 2004
Riggs Bank N.A. August 2000 - June 2001
Firstar Bank N.A. January 2000 - August 2000
Skills
Banking, AML, KYC, Corporate Governance, Risk Management, Financial Risk, Securities, Operational Risk, Corporate Law, Due Diligence, Fraud, Capital Markets, Bank Secrecy Act, OFAC, Operational Risk..., Credit
Education
Marquette University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Steven Doman's UMB Fund Services Experience November 2011 - Present
Job Fund Officer/Operations Supervisor at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services November 2011 - Present
Artisan Partners 2010 - November 2011
UMB Fund Services 2005 - 2008
Waddell & Reed 2002 - 2005
Skills
Mutual Funds, Financial Services, Investments, Series 7
Education
2008 — 2010
MBA, Masters in Business with emphasis in Marketing
University of Wisconsin-Green Bay 1994 — 1998
Bachelor of Arts, Communications
UMB Fund Services November 2011 - Present
Artisan Partners 2010 - November 2011
UMB Fund Services 2005 - 2008
Waddell & Reed 2002 - 2005
Skills
Mutual Funds, Financial Services, Investments, Series 7
Education
2008 — 2010
MBA, Masters in Business with emphasis in Marketing
University of Wisconsin-Green Bay 1994 — 1998
Bachelor of Arts, Communications
Mackenzie Johnson's UMB Fund Services Experience September 2015 - Present
Job Legal Counsel at UMB Fund Services
Industry Legal Services
Experience
UMB Fund Services September 2015 - Present
Heartland Advisors, Inc. December 2013 - September 2015
Heartland Advisors, Inc. March 2013 - December 2013
KOHNER, MANN & KAILAS, S.C May 2012 - July 2012
JUDGE PATRICIA GORENCE, US MAGISTRATE JUDGE August 2011 - December 2011
ATTORNEY THOMAS GILLIGAN May 2011 - July 2011
PRESIDING JUDGE PATRICIA CURLEY, WI COURT OF APPEALS May 2011 - July 2011
Krannert School of Management August 2009 - May 2010
McNeilus Truck and Manufacturing, Inc. May 2008 - August 2008
Skills
Legal Writing, Legal Research, Financial Analysis, Securities Regulation, Microsoft Office, PowerPoint, Research, Social Media, Legal Compliance, Finance, Data Analysis, Microsoft Excel, Accounting, Process Improvement, Leadership, Regulatory Filings, Corporate Law, Customer Service, Microsoft Word, Time Management, Marketing, Teamwork, 1940 Act, Complianc, Series 7, Series 63, Investment Management, Mutual Funds, Internal Audit, FINRA, SEC Filings, Investment Advisers Act
Education
Marquette University Law School 2010 — 2013
J.D., cum laude, Law
Purdue University - Krannert School of Management 2006 — 2010
B.S. Management, Finance
UMB Fund Services September 2015 - Present
Heartland Advisors, Inc. December 2013 - September 2015
Heartland Advisors, Inc. March 2013 - December 2013
KOHNER, MANN & KAILAS, S.C May 2012 - July 2012
JUDGE PATRICIA GORENCE, US MAGISTRATE JUDGE August 2011 - December 2011
ATTORNEY THOMAS GILLIGAN May 2011 - July 2011
PRESIDING JUDGE PATRICIA CURLEY, WI COURT OF APPEALS May 2011 - July 2011
Krannert School of Management August 2009 - May 2010
McNeilus Truck and Manufacturing, Inc. May 2008 - August 2008
Skills
Legal Writing, Legal Research, Financial Analysis, Securities Regulation, Microsoft Office, PowerPoint, Research, Social Media, Legal Compliance, Finance, Data Analysis, Microsoft Excel, Accounting, Process Improvement, Leadership, Regulatory Filings, Corporate Law, Customer Service, Microsoft Word, Time Management, Marketing, Teamwork, 1940 Act, Complianc, Series 7, Series 63, Investment Management, Mutual Funds, Internal Audit, FINRA, SEC Filings, Investment Advisers Act
Education
Marquette University Law School 2010 — 2013
J.D., cum laude, Law
Purdue University - Krannert School of Management 2006 — 2010
B.S. Management, Finance
Lee Skruch's UMB Fund Services Experience August 2014 - Present
Job AVP/Client Service Manager at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services August 2014 - Present
UMB Fund Services September 2010 - Present
Uno Chicago Grill February 2000 - October 2013
UMB Fund Services February 2008 - September 2010
UMB Fund Services April 2007 - February 2008
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Process Improvement, Customer Service
Education
University of Wisconsin-Milwaukee 2000 — 2002
BS, Communication
Marquette University 1997 — 2000
Business
UMB Fund Services August 2014 - Present
UMB Fund Services September 2010 - Present
Uno Chicago Grill February 2000 - October 2013
UMB Fund Services February 2008 - September 2010
UMB Fund Services April 2007 - February 2008
Skills
Financial Services, Alternative Investments, Mutual Funds, Hedge Funds, Process Improvement, Customer Service
Education
University of Wisconsin-Milwaukee 2000 — 2002
BS, Communication
Marquette University 1997 — 2000
Business
Tony Sherretz's UMB Fund Services Experience March 2014 - Present
Job Alternative Investments Accountant at UMB Fund Services
Industry Investment Banking
Experience
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
Denise Lewis's UMB Fund Services Experience November 2003 - December 2006
Job Department Head Investment Accounting
Industry Investment Management
Experience
BNY Mellon September 2015 - Present
U.S. Mutual Fund Family/U.S. Investment Mangement Firm August 2012 - September 2015
ING Funds December 2006 - August 2012
UMB Fund Services November 2003 - December 2006
Wells Fargo December 2000 - September 2003
Skills
Investments, Securities, Asset Management, Alternative Investments, Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Equities, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Financial Analysis, Management, Derivatives
Education
University of Cincinnati
Bachelor's degree - Accounting, Accounting
University of Cincinnati
Bachelor of Arts (BA), Accounting
BNY Mellon September 2015 - Present
U.S. Mutual Fund Family/U.S. Investment Mangement Firm August 2012 - September 2015
ING Funds December 2006 - August 2012
UMB Fund Services November 2003 - December 2006
Wells Fargo December 2000 - September 2003
Skills
Investments, Securities, Asset Management, Alternative Investments, Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Equities, Strategic Planning, Asset Allocation, Investment Management, Financial Services, Financial Analysis, Management, Derivatives
Education
University of Cincinnati
Bachelor's degree - Accounting, Accounting
University of Cincinnati
Bachelor of Arts (BA), Accounting
Robert Gatling III's UMB Fund Services Experience November 2006 - December 2007
Job Treasury Operations Analyst
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon June 2010 - December 2012
Citco Fund Services February 2008 - October 2008
UMB Fund Services November 2006 - December 2007
UMB Investment Services Group November 2006 - December 2007
Bank of New York August 2006 - November 2006
The Citi (BISYS) July 2002 - August 2006
The Citi (BISYS) August 2002 - July 2006
The Citi (BISYS) 2002 - 2006
Mellon Private Wealth Management December 1999 - July 2002
Skills
Hedge Funds, Financial Analysis, Mutual Funds, Excel, Financial Reporting, Accounting, Word, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Bloomberg, Asset Management, Audit, Investments, Process Improvement, Outlook, Budgets, Banking, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Time Management, SEC filings, Bank Reconciliation, Accruals, Equities, IFRS, Financial Statements, Valuation, Securities, Fund Accounting, Training, Cash Management, GAAP, Financial Services
Education
Career Academy
Project Management
Dickinson College 1993 — 1997
Bachelor of Arts Degree, American Studies
BNY Mellon September 2014 - Present
BNY Mellon June 2010 - December 2012
Citco Fund Services February 2008 - October 2008
UMB Fund Services November 2006 - December 2007
UMB Investment Services Group November 2006 - December 2007
Bank of New York August 2006 - November 2006
The Citi (BISYS) July 2002 - August 2006
The Citi (BISYS) August 2002 - July 2006
The Citi (BISYS) 2002 - 2006
Mellon Private Wealth Management December 1999 - July 2002
Skills
Hedge Funds, Financial Analysis, Mutual Funds, Excel, Financial Reporting, Accounting, Word, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Bloomberg, Asset Management, Audit, Investments, Process Improvement, Outlook, Budgets, Banking, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Time Management, SEC filings, Bank Reconciliation, Accruals, Equities, IFRS, Financial Statements, Valuation, Securities, Fund Accounting, Training, Cash Management, GAAP, Financial Services
Education
Career Academy
Project Management
Dickinson College 1993 — 1997
Bachelor of Arts Degree, American Studies
David Hardeman's UMB Fund Services Experience July 2008 - January 2015
Job Accountant at Dana Investment Advisors
Industry Financial Services
Experience
Dana Investment Advisors January 2015 - Present
UMB Fund Services July 2008 - January 2015
US Bank April 2007 - July 2008
FedEx Office October 2003 - May 2007
Skills
Hedge Funds, Financial Services, Alternative Investments, Securities, Financial Analysis, Investments, Banking, Microsoft Excel, Mutual Funds, Process Improvement, Customer Service, Analysis, Retirement, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Sales, Research
Education
The University of Tennessee at Chattanooga 2001 — 2003
BSBA, Finance
Chattanooga State Community College 1996 — 2001
Associate's degree, Business Administration and Management, General
Dana Investment Advisors January 2015 - Present
UMB Fund Services July 2008 - January 2015
US Bank April 2007 - July 2008
FedEx Office October 2003 - May 2007
Skills
Hedge Funds, Financial Services, Alternative Investments, Securities, Financial Analysis, Investments, Banking, Microsoft Excel, Mutual Funds, Process Improvement, Customer Service, Analysis, Retirement, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Sales, Research
Education
The University of Tennessee at Chattanooga 2001 — 2003
BSBA, Finance
Chattanooga State Community College 1996 — 2001
Associate's degree, Business Administration and Management, General
Turell Woodbury's UMB Fund Services Experience March 2015 - Present
Job Fund Accountant
Industry Accounting
Experience
UMB Fund Services March 2015 - Present
UPS Freight January 2011 - February 2015
Brick Oven Restaurants May 2009 - April 2013
Church Education System June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Spanish, Leadership, Event Planning, Customer Service, Sales, Social Networking, Social Media Marketing, Team Leadership, Team Building, People Skills, Cpr Certified, Event Management, Leadership Development, Management, Outlook, Microsoft Word, Teaching, Integrity, Time Management, PowerPoint
Education
Weber State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2007 — 2010
Bachelor of Life Sciences, Kinesiology and Exercise Science
Franklin High School 2000 — 2004
High School Diploma
UMB Fund Services March 2015 - Present
UPS Freight January 2011 - February 2015
Brick Oven Restaurants May 2009 - April 2013
Church Education System June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Spanish, Leadership, Event Planning, Customer Service, Sales, Social Networking, Social Media Marketing, Team Leadership, Team Building, People Skills, Cpr Certified, Event Management, Leadership Development, Management, Outlook, Microsoft Word, Teaching, Integrity, Time Management, PowerPoint
Education
Weber State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2007 — 2010
Bachelor of Life Sciences, Kinesiology and Exercise Science
Franklin High School 2000 — 2004
High School Diploma
James Runnells's UMB Fund Services Experience September 2010 - April 2013
Job Web Content Management Professional
Industry Internet
Experience
Royal Hill Web May 2012 - Present
SIGMA ALDRICH June 2015 - Present
Wild Impact Marketing March 2015 - April 2015
Fiserv March 2014 - December 2014
City of Racine February 2014 - March 2014
College of American Pathologists (CAP) April 2013 - July 2013
UMB Fund Services September 2010 - April 2013
Walgreens March 2010 - September 2010
Develop eComerence Sites and administrator users using the ATG CMS Tool Update and create weekly sal August 2009 - October 2009
Metavante Corporation July 2006 - March 2007
Skills
Oracle, SQL, Project Management, HTML, Web Project Management, Oracle WebCenter, Web Content, Programming, Database Administration, PowerPoint, Marketing, Team Leadership, Web Analytics, JavaScript, Web Applications, Customer Service, Web Development, CSS, CMS, Software Development, Leadership, XML, jQuery
Education
2004 - 2007 Gateway Technical College - Biocatt Center 2004 — 2007
Degree IT e; e, business Programming; business computer
Gateway Technical College 2004 — 2007
Associate's degree, IT eBusiness Programming
Royal Hill Web May 2012 - Present
SIGMA ALDRICH June 2015 - Present
Wild Impact Marketing March 2015 - April 2015
Fiserv March 2014 - December 2014
City of Racine February 2014 - March 2014
College of American Pathologists (CAP) April 2013 - July 2013
UMB Fund Services September 2010 - April 2013
Walgreens March 2010 - September 2010
Develop eComerence Sites and administrator users using the ATG CMS Tool Update and create weekly sal August 2009 - October 2009
Metavante Corporation July 2006 - March 2007
Skills
Oracle, SQL, Project Management, HTML, Web Project Management, Oracle WebCenter, Web Content, Programming, Database Administration, PowerPoint, Marketing, Team Leadership, Web Analytics, JavaScript, Web Applications, Customer Service, Web Development, CSS, CMS, Software Development, Leadership, XML, jQuery
Education
2004 - 2007 Gateway Technical College - Biocatt Center 2004 — 2007
Degree IT e; e, business Programming; business computer
Gateway Technical College 2004 — 2007
Associate's degree, IT eBusiness Programming
Tim Paulos's UMB Fund Services Experience May 2015 - Present
Job Student
Industry Accounting
Experience
UMB Fund Services May 2015 - Present
Domino's Pizza September 2011 - Present
Joy English/Kiwi Cram School January 2011 - July 2011
Nu Skin Enterprises June 2009 - January 2011
LDS Church August 2006 - August 2008
Skills
PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Time Management, Social Media, Teamwork, Facebook, Social Networking, Event Planning
Education
Weber State University 2013 — 2017
Accounting
Brigham Young University 2008 — 2010
UMB Fund Services May 2015 - Present
Domino's Pizza September 2011 - Present
Joy English/Kiwi Cram School January 2011 - July 2011
Nu Skin Enterprises June 2009 - January 2011
LDS Church August 2006 - August 2008
Skills
PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Time Management, Social Media, Teamwork, Facebook, Social Networking, Event Planning
Education
Weber State University 2013 — 2017
Accounting
Brigham Young University 2008 — 2010
Thomas Subjak's UMB Fund Services Experience May 2014 - March 2015
Job Staff Accountant at Brookdale
Industry Financial Services
Experience
Brookdale March 2015 - Present
UMB Fund Services May 2014 - March 2015
UMB Fund Services June 2013 - May 2014
UMB Fund Services July 2012 - June 2013
UMB Fund Services March 2011 - June 2012
Skills
Alternative Investments, Mutual Funds, Investments, Financial Services, Fund Accounting, Financial Analysis, Fund Of Funds, Series 6, Securities, Equities, Hedge Funds, Financial Statements, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office
Education
Lakeland College 2013 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Lakeland College 2011 — 2013
Bachelor of Arts, Accounting
Herzing University 2010 — 2011
Diploma in Bookeeping and Payroll Accounting, Accounting
University of Wisconsin-Whitewater 2001 — 2009
Bachelors in Music, Music
Brookdale March 2015 - Present
UMB Fund Services May 2014 - March 2015
UMB Fund Services June 2013 - May 2014
UMB Fund Services July 2012 - June 2013
UMB Fund Services March 2011 - June 2012
Skills
Alternative Investments, Mutual Funds, Investments, Financial Services, Fund Accounting, Financial Analysis, Fund Of Funds, Series 6, Securities, Equities, Hedge Funds, Financial Statements, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office
Education
Lakeland College 2013 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance, 3.92
Lakeland College 2011 — 2013
Bachelor of Arts, Accounting
Herzing University 2010 — 2011
Diploma in Bookeeping and Payroll Accounting, Accounting
University of Wisconsin-Whitewater 2001 — 2009
Bachelors in Music, Music
Jean Senat's UMB Fund Services Experience February 2010 - August 2011
Job Payroll Analysis at BAE Systems
Industry Accounting
Experience
BAE Systems January 2012 - Present
UMB Fund Services February 2010 - August 2011
PNC Global Investment Servicing February 2007 - May 2009
IRS - Davies County January 2006 - January 2007
Brescia University July 2005 - January 2007
Skills
Account Reconciliation, Bloomberg, Microsoft Office, General Ledger, Geneva, Oracle, Mfact, Hedge Funds, Year End Accounts, IDC, Research, Asset Allocation, Expense Allocation, Forecasting, Budget, Invoice Processing, Accounts Payable
Education
Brescia University 2005 — 2006
Master of Science, Management
Brescia University 2001 — 2004
Bachelor of Science, Accounting
Sussex Central High 1994 — 1998
High School
BAE Systems January 2012 - Present
UMB Fund Services February 2010 - August 2011
PNC Global Investment Servicing February 2007 - May 2009
IRS - Davies County January 2006 - January 2007
Brescia University July 2005 - January 2007
Skills
Account Reconciliation, Bloomberg, Microsoft Office, General Ledger, Geneva, Oracle, Mfact, Hedge Funds, Year End Accounts, IDC, Research, Asset Allocation, Expense Allocation, Forecasting, Budget, Invoice Processing, Accounts Payable
Education
Brescia University 2005 — 2006
Master of Science, Management
Brescia University 2001 — 2004
Bachelor of Science, Accounting
Sussex Central High 1994 — 1998
High School
Christine Tubbs's UMB Fund Services Experience June 1998 - Present
Job Blue Sky Supervisor at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services June 1998 - Present
TD Waterhouse Securities October 1993 - March 1998
Education
Marquette University
Business Administration/Finance
UMB Fund Services June 1998 - Present
TD Waterhouse Securities October 1993 - March 1998
Education
Marquette University
Business Administration/Finance
larry kuhagen's UMB Fund Services Experience June 1996 - Present
Job VP/Auditor at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services June 1996 - Present
Firstar Trust Co. November 1977 - March 1996
Skills
Internal Controls, Internal Audit, Fund Accounting, Auditing, Financial Risk, Management, Asset Management, Mutual Funds, Process Improvement, Securities, Financial Reporting, Hedge Funds, Financial Analysis, Financial Services
Education
Marquette University 1978 — 1982
MBA, Accounting
University of Wisconsin-Milwaukee 1972 — 1976
BBA, Accounting
UMB Fund Services June 1996 - Present
Firstar Trust Co. November 1977 - March 1996
Skills
Internal Controls, Internal Audit, Fund Accounting, Auditing, Financial Risk, Management, Asset Management, Mutual Funds, Process Improvement, Securities, Financial Reporting, Hedge Funds, Financial Analysis, Financial Services
Education
Marquette University 1978 — 1982
MBA, Accounting
University of Wisconsin-Milwaukee 1972 — 1976
BBA, Accounting
Derek Petersen's UMB Fund Services Experience February 2001 - May 2004
Job Assistant Director Advisory & Trust Services at Northwestern Mutual Wealth Management Company
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company January 2015 - Present
Northwestern Mutual March 2014 - January 2015
Mason Street Advisors, LLC October 2011 - March 2014
Mason Street Advisors, LLC February 2007 - October 2011
Northwestern Mutual Life May 2005 - February 2007
Northwestern Mutual Life May 2004 - May 2005
UMB Fund Services February 2001 - May 2004
UMB Fund Services December 1999 - February 2001
UMB Fund Services January 1998 - December 1999
Skills
Risk Management, Compliance, Governance, Investments, Mutual Funds, Securities Regulation, Risk Assessment, Finance, Securities, Series 7, Equities, Fixed Income, Alternative Investments, FINRA, Fund Administration, Financial Services, TCA, Supervision, Testing, Asset Allocation, Series 6, Investment Advisory, Asset Management, Investment Management
Education
Concordia University-Wisconsin 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1993 — 1997
BS, Finance
Northwestern Mutual Wealth Management Company January 2015 - Present
Northwestern Mutual March 2014 - January 2015
Mason Street Advisors, LLC October 2011 - March 2014
Mason Street Advisors, LLC February 2007 - October 2011
Northwestern Mutual Life May 2005 - February 2007
Northwestern Mutual Life May 2004 - May 2005
UMB Fund Services February 2001 - May 2004
UMB Fund Services December 1999 - February 2001
UMB Fund Services January 1998 - December 1999
Skills
Risk Management, Compliance, Governance, Investments, Mutual Funds, Securities Regulation, Risk Assessment, Finance, Securities, Series 7, Equities, Fixed Income, Alternative Investments, FINRA, Fund Administration, Financial Services, TCA, Supervision, Testing, Asset Allocation, Series 6, Investment Advisory, Asset Management, Investment Management
Education
Concordia University-Wisconsin 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1993 — 1997
BS, Finance
Jason Bobowicz's UMB Fund Services Experience May 2014 - Present
Job Fund Accountant at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services May 2014 - Present
ING April 2008 - November 2010
AT&T Mobility October 2005 - March 2008
Account Solutions Group, LLC September 2003 - May 2005
Verizon Wireless 2000 - 2003
Skills
Sales, Leadership, Sales Management, Customer Service, Insurance, Fixed Annuities, Selling, Microsoft Excel, Account Management, Microsoft Office, Mutual Funds, Investments
Education
Wilmington University 2013 — 2014
Bachelor of Applied Science (BASc), Accounting, 4.0
Delaware Technical & Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 3.6
Erie Community College 1996 — 1998
UMB Fund Services May 2014 - Present
ING April 2008 - November 2010
AT&T Mobility October 2005 - March 2008
Account Solutions Group, LLC September 2003 - May 2005
Verizon Wireless 2000 - 2003
Skills
Sales, Leadership, Sales Management, Customer Service, Insurance, Fixed Annuities, Selling, Microsoft Excel, Account Management, Microsoft Office, Mutual Funds, Investments
Education
Wilmington University 2013 — 2014
Bachelor of Applied Science (BASc), Accounting, 4.0
Delaware Technical & Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 3.6
Erie Community College 1996 — 1998
Vestina Ambrazaitiene's UMB Fund Services Experience November 2006 - May 2010
Job Fund Accountant at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2011 - Present
William Blair and Company September 2010 - June 2011
UMB Fund Services November 2006 - May 2010
Skills
Equities, Mutual Funds, Accounting, Account Reconciliation, Fixed Income, Financial Analysis, Portfolio Management
Education
Concordia University-Wisconsin 2005 — 2007
MBA, Finance
Northern Trust July 2011 - Present
William Blair and Company September 2010 - June 2011
UMB Fund Services November 2006 - May 2010
Skills
Equities, Mutual Funds, Accounting, Account Reconciliation, Fixed Income, Financial Analysis, Portfolio Management
Education
Concordia University-Wisconsin 2005 — 2007
MBA, Finance
Barbara Demmer's UMB Fund Services Experience July 1999 - December 2005
Job Director of Trust Accounting at Foley & Lardner LLP
Industry Law Practice
Experience
Foley & Lardner LLP December 2005 - Present
UMB Fund Services July 1999 - December 2005
Amcore Investment Group, N.A. July 1994 - July 1999
US Bank f/k/a Firstar Trust Company June 1980 - July 1994
Skills
Accounting, Finance, Tax, Mergers & Acquisitions, Financial Analysis, Securities, Asset Management, Banking, Investments, Financial Services, Strategic Financial..., Wealth Management, Portfolio Management, Process Improvement
Education
Marquette University 1982 — 1987
MBA
University of Wisconsin-Milwaukee 1975 — 1980
BBA, Accounting
Foley & Lardner LLP December 2005 - Present
UMB Fund Services July 1999 - December 2005
Amcore Investment Group, N.A. July 1994 - July 1999
US Bank f/k/a Firstar Trust Company June 1980 - July 1994
Skills
Accounting, Finance, Tax, Mergers & Acquisitions, Financial Analysis, Securities, Asset Management, Banking, Investments, Financial Services, Strategic Financial..., Wealth Management, Portfolio Management, Process Improvement
Education
Marquette University 1982 — 1987
MBA
University of Wisconsin-Milwaukee 1975 — 1980
BBA, Accounting
Dave Ellenbecker's UMB Fund Services Experience November 2005 - December 2006
Job Customer Care Supervisor at DentaQuest
Industry Retail
Experience
DentaQuest January 2013 - Present
ManpowerGroup September 2011 - January 2013
BloodCenter of Wisconsin May 2010 - September 2011
BC Ziegler & Company December 2006 - June 2009
UMB Fund Services November 2005 - December 2006
Morgan Stanley November 2004 - November 2005
Strong Capital Management May 2002 - June 2004
Skills
Investments, Process Improvement, Mutual Funds, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Customer Service, Sales
Education
Marquette University 1998 — 2002
Business, Finance
Brown Deer High School
DentaQuest January 2013 - Present
ManpowerGroup September 2011 - January 2013
BloodCenter of Wisconsin May 2010 - September 2011
BC Ziegler & Company December 2006 - June 2009
UMB Fund Services November 2005 - December 2006
Morgan Stanley November 2004 - November 2005
Strong Capital Management May 2002 - June 2004
Skills
Investments, Process Improvement, Mutual Funds, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Customer Service, Sales
Education
Marquette University 1998 — 2002
Business, Finance
Brown Deer High School
Billy Withers's UMB Fund Services Experience July 2013 - September 2014
Job Tax Staff at Pesta, Finnie, and Associates
Industry Financial Services
Experience
Pesta, Finnie, and Associates October 2014 - Present
UMB Fund Services July 2013 - September 2014
Eide Bailly LLP July 2012 - July 2013
Eide Bailly LLP February 2012 - April 2012
RSM McGladrey January 2011 - April 2011
Skills
Excel, Budgeting, Spreadsheets, Accounting, Engagement, ProSystem fx Tax, Income Tax, Corporate Tax, Partnership Taxation, Compliance, Personal Tax Planning, Research, Tax, Tax Preparation, Tax Research, Budgets, Microsoft Excel
Education
University of Denver - Sturm College of Law 2011 — 2013
Master's, Taxation
Northern Illinois University - College of Business 2008 — 2011
Bachelor's of Science, Accountancy
Pesta, Finnie, and Associates October 2014 - Present
UMB Fund Services July 2013 - September 2014
Eide Bailly LLP July 2012 - July 2013
Eide Bailly LLP February 2012 - April 2012
RSM McGladrey January 2011 - April 2011
Skills
Excel, Budgeting, Spreadsheets, Accounting, Engagement, ProSystem fx Tax, Income Tax, Corporate Tax, Partnership Taxation, Compliance, Personal Tax Planning, Research, Tax, Tax Preparation, Tax Research, Budgets, Microsoft Excel
Education
University of Denver - Sturm College of Law 2011 — 2013
Master's, Taxation
Northern Illinois University - College of Business 2008 — 2011
Bachelor's of Science, Accountancy
Yaw Boakye-Hwedie MBA's UMB Fund Services Experience March 2012 - Present
Job Fund Accountant at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services March 2012 - Present
Wilmington Savings Fund Society Bank June 2011 - August 2011
The Bank of New York Mellon February 2007 - September 2009
Bank of New York Mellion February 2007 - September 2009
Wilmington Savings Fund Society Bank (WSFS) June 2006 - January 2007
Skills
Financial Reporting, Bloomberg, Excel, Equities, Securities, Accounting, Access, PowerPoint, Investments, Word, Research, Financial Analysis, Reconciliation, Audit, Risk Management, Credit, General Ledger, Funding, Lotus Notes, Ledger, Year End Accounts, Hedge Funds, Banking, Auditing, Microsoft Excel, Account Reconciliation, Microsoft Word, Corporate Finance, Portfolio Management, Mutual Funds, Financial Risk, Analysis, Financial Statements, Accounts Payable, Finance, GAAP, Financial Modeling, Loans, Credit Risk, Trading, Cash Management, Financial Services, Fund Accounting, Valuation, Asset Management, Financial Accounting, Strategic Financial..., Alternative Investments, Internal Controls, Private Equity
Education
University of Delaware 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2009 — 2011
Delaware State University
B.S, Management
Delaware State University
B.S, Management
Legae Academy
Tlokweng Day Spring School
University of Delaware
MBA, Finance
University of Delaware
MBA, Finance
UMB Fund Services March 2012 - Present
Wilmington Savings Fund Society Bank June 2011 - August 2011
The Bank of New York Mellon February 2007 - September 2009
Bank of New York Mellion February 2007 - September 2009
Wilmington Savings Fund Society Bank (WSFS) June 2006 - January 2007
Skills
Financial Reporting, Bloomberg, Excel, Equities, Securities, Accounting, Access, PowerPoint, Investments, Word, Research, Financial Analysis, Reconciliation, Audit, Risk Management, Credit, General Ledger, Funding, Lotus Notes, Ledger, Year End Accounts, Hedge Funds, Banking, Auditing, Microsoft Excel, Account Reconciliation, Microsoft Word, Corporate Finance, Portfolio Management, Mutual Funds, Financial Risk, Analysis, Financial Statements, Accounts Payable, Finance, GAAP, Financial Modeling, Loans, Credit Risk, Trading, Cash Management, Financial Services, Fund Accounting, Valuation, Asset Management, Financial Accounting, Strategic Financial..., Alternative Investments, Internal Controls, Private Equity
Education
University of Delaware 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2009 — 2011
Delaware State University
B.S, Management
Delaware State University
B.S, Management
Legae Academy
Tlokweng Day Spring School
University of Delaware
MBA, Finance
University of Delaware
MBA, Finance
Victoria Mikhailenko, CPA's UMB Fund Services Experience December 2005 - Present
Job Lead Fund Administrator at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services December 2005 - Present
Education
University of Wisconsin-Milwaukee 2007 — 2009
Master of Science, Accounting
Lakeland College 2004 — 2004
Bachelor of Arts, International Business
Concordia International University Estonia 1999 — 2003
Finance, International Business
UMB Fund Services December 2005 - Present
Education
University of Wisconsin-Milwaukee 2007 — 2009
Master of Science, Accounting
Lakeland College 2004 — 2004
Bachelor of Arts, International Business
Concordia International University Estonia 1999 — 2003
Finance, International Business
Jennifer Hilgendorf's UMB Fund Services Experience October 2011 - Present
Job Assistant Vice President & Fund Accounting Manager UMB Fund Services
Industry Banking
Experience
UMB Bank January 2013 - Present
UMB Fund Services October 2011 - Present
UMB Fund Services March 2010 - October 2011
Skills
Fund Accounting, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Fund Administration, Fund Services
Education
University of Phoenix 2003 — 2005
Masters Degree, Masters of Business
University of Wisconsin-Whitewater 1997 — 2001
BS, Finance
Franklin High School 1993 — 1997
UMB Bank January 2013 - Present
UMB Fund Services October 2011 - Present
UMB Fund Services March 2010 - October 2011
Skills
Fund Accounting, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Fund Administration, Fund Services
Education
University of Phoenix 2003 — 2005
Masters Degree, Masters of Business
University of Wisconsin-Whitewater 1997 — 2001
BS, Finance
Franklin High School 1993 — 1997
Jolene Anderson's UMB Fund Services Experience August 2009 - Present
Job HR Generalist @ UMB Fund Services/a Division of UMB Bank
Industry Accounting
Experience
UMB Fund Services August 2009 - Present
Pilot Flying J February 2005 - August 2009
Zions Bancorporation January 2001 - November 2004
Skills
Guardian of highly..., Executive Travel, Calendar Management, Event Planning, Meeting planning and..., Expense Reports, Budget Tracking, HR Assistant, Recruiting, Security Card Access, Corporate Jet Travel &..., Meeting Presentation, Accounts Payable..., Employee Events...
Education
Salt Lake Community College 1997 — 1998
Communications
UMB Fund Services August 2009 - Present
Pilot Flying J February 2005 - August 2009
Zions Bancorporation January 2001 - November 2004
Skills
Guardian of highly..., Executive Travel, Calendar Management, Event Planning, Meeting planning and..., Expense Reports, Budget Tracking, HR Assistant, Recruiting, Security Card Access, Corporate Jet Travel &..., Meeting Presentation, Accounts Payable..., Employee Events...
Education
Salt Lake Community College 1997 — 1998
Communications
Laura Boucher's UMB Fund Services Experience November 2011 - July 2015
Job Senior Staff Accountant at Cohen Fund Audit Services, CPA
Industry Accounting
Experience
Cohen Fund Audit Services June 2015 - Present
UMB Fund Services November 2011 - July 2015
UMB Fund Services August 2009 - November 2011
Skills
Mutual Funds, Fund Accounting, Financial Reporting, Hedge Funds, Securities, Alternative Investments, Financial Statements, Accounting, Financial Services, Financial Analysis, Fund Administration, SEC filings, Fund Of Funds, GAAP, US GAAP, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, CPA, General Ledger, Account Reconciliation, Cash Management, Bloomberg, Financial Modeling, Asset Management, Finance, SEC Filings
Education
Lakeland College 2006 — 2011
MBA, Accounting
Lakeland College 2002 — 2004
Bachelor's, Accounting and Business Administration
Concordia International University Estonia 1999 — 2002
Bachelor's, International Business
Cohen Fund Audit Services June 2015 - Present
UMB Fund Services November 2011 - July 2015
UMB Fund Services August 2009 - November 2011
Skills
Mutual Funds, Fund Accounting, Financial Reporting, Hedge Funds, Securities, Alternative Investments, Financial Statements, Accounting, Financial Services, Financial Analysis, Fund Administration, SEC filings, Fund Of Funds, GAAP, US GAAP, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, CPA, General Ledger, Account Reconciliation, Cash Management, Bloomberg, Financial Modeling, Asset Management, Finance, SEC Filings
Education
Lakeland College 2006 — 2011
MBA, Accounting
Lakeland College 2002 — 2004
Bachelor's, Accounting and Business Administration
Concordia International University Estonia 1999 — 2002
Bachelor's, International Business
Velma Jones's UMB Fund Services Experience July 2012 - Present
Job Senior Accounting Specialist at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services July 2012 - Present
Skills
Insurance, Accounting, Customer Service, Financial Reporting
Education
Cardinal Stritch University 2008 — 2010
UMB Fund Services July 2012 - Present
Skills
Insurance, Accounting, Customer Service, Financial Reporting
Education
Cardinal Stritch University 2008 — 2010
Andrew Stinson's UMB Fund Services Experience January 2012 - Present
Job Accounting Manager at JD Clark & Co.
Industry Accounting
Experience
UMB Fund Services January 2012 - Present
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, General Ledger, Accounting, Securities, Financial Services
Education
Shippensburg University of Pennsylvania
Bachelor of Business Administration (BSBA, Finance and Economics
UMB Fund Services January 2012 - Present
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, General Ledger, Accounting, Securities, Financial Services
Education
Shippensburg University of Pennsylvania
Bachelor of Business Administration (BSBA, Finance and Economics
Luke Jenkins's UMB Fund Services Experience August 2013 - Present
Job Fund Accountant at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services August 2013 - Present
Wireless Connection, Missoula February 2011 - June 2011
Wireless Connection, Missoula, Montana January 2009 - January 2010
Red Foxx Solutions 2004 - 2007
Skills
Accounting, Public Speaking, Work Ethic, Team Leadership, Integrity, Customer Retention, People Skills, Microsoft Office, Writing, Customer Service, Observation, Sales, Analysis, CRM, Management, Strategy, Customer Satisfaction, Microsoft Word, Leadership, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Reporting
Education
Weber State University 2014 — 2015
Master's Degree, Taxation
The University of Montana 2009 — 2013
B.S, Business Administration—Accounting; Russian Minor
Weber State University 2007 — 2009
UMB Fund Services August 2013 - Present
Wireless Connection, Missoula February 2011 - June 2011
Wireless Connection, Missoula, Montana January 2009 - January 2010
Red Foxx Solutions 2004 - 2007
Skills
Accounting, Public Speaking, Work Ethic, Team Leadership, Integrity, Customer Retention, People Skills, Microsoft Office, Writing, Customer Service, Observation, Sales, Analysis, CRM, Management, Strategy, Customer Satisfaction, Microsoft Word, Leadership, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Reporting
Education
Weber State University 2014 — 2015
Master's Degree, Taxation
The University of Montana 2009 — 2013
B.S, Business Administration—Accounting; Russian Minor
Weber State University 2007 — 2009
Bart Woodson's UMB Fund Services Experience August 2011 - Present
Job Vice President, Global Relationship Manager
Industry Financial Services
Experience
UMB Fund Services August 2011 - Present
State Street July 1995 - August 2011
Edward Jones June 1994 - July 1995
American Century Investments 1992 - 1994
Skills
Mutual Funds, Fund Accounting, Global Custody, Alternative Investments, Investments, Bloomberg, Financial Analysis, Securities Lending, Asset Managment, Process Improvement, Collateral Management, Derivatives, Securities, Equities, Fund Administration, Financial Services
Education
Truman State University 1987 — 1991
BS, Business Administration/Finance
UMB Fund Services August 2011 - Present
State Street July 1995 - August 2011
Edward Jones June 1994 - July 1995
American Century Investments 1992 - 1994
Skills
Mutual Funds, Fund Accounting, Global Custody, Alternative Investments, Investments, Bloomberg, Financial Analysis, Securities Lending, Asset Managment, Process Improvement, Collateral Management, Derivatives, Securities, Equities, Fund Administration, Financial Services
Education
Truman State University 1987 — 1991
BS, Business Administration/Finance
Lupe Gallardo's UMB Fund Services Experience 2009 - 2012
Job Quality Sytems Analyst at Envision RX Options
Industry Pharmaceuticals
Experience
EnvisionRX Options October 2012 - Present
UMB Fund Services 2009 - 2012
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
EnvisionRX Options October 2012 - Present
UMB Fund Services 2009 - 2012
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Jeremy Blount's UMB Fund Services Experience June 2009 - November 2011
Job Retirement Plan Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
Christopher Vande Hoef's UMB Fund Services Experience January 2011 - Present
Job Mutual Fund Administrator at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services January 2011 - Present
NorthStar Financial Services Group, LLC February 2009 - January 2011
Wells Fargo May 2007 - February 2009
Skills
Financial Analysis, Accounting, Quality Assurance, Organization, Direct Sales, Employee Training, Investments, Analysis
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, Finance
UMB Fund Services January 2011 - Present
NorthStar Financial Services Group, LLC February 2009 - January 2011
Wells Fargo May 2007 - February 2009
Skills
Financial Analysis, Accounting, Quality Assurance, Organization, Direct Sales, Employee Training, Investments, Analysis
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Ryson Spainhower's UMB Fund Services Experience January 2015 - September 2015
Job Tax Accountant Intern
Industry Accounting
Experience
UMB Fund Services January 2015 - September 2015
State of Utah September 2013 - October 2014
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Internal Revenue Service March 2013 - June 2013
Skills
Accounts Payable, Accounting, Data Entry, QuickBooks, Accounts Receivable, Government, Tax, Auditing, Access, Spreadsheets, 10 Key, Account Reconciliation, Payroll, Outlook, Microsoft Excel, Customer Service
Education
Western Governors University 2013 — 2016
Bachelor's Degree, Accounting
Ogden-Weber Applied Technology College 2012 — 2012
Certificate, Accounting
Weber High School 2002 — 2006
High School Diplma
UMB Fund Services January 2015 - September 2015
State of Utah September 2013 - October 2014
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Internal Revenue Service March 2013 - June 2013
Skills
Accounts Payable, Accounting, Data Entry, QuickBooks, Accounts Receivable, Government, Tax, Auditing, Access, Spreadsheets, 10 Key, Account Reconciliation, Payroll, Outlook, Microsoft Excel, Customer Service
Education
Western Governors University 2013 — 2016
Bachelor's Degree, Accounting
Ogden-Weber Applied Technology College 2012 — 2012
Certificate, Accounting
Weber High School 2002 — 2006
High School Diplma
Camron Despain's UMB Fund Services Experience December 2014 - Present
Job Tax Accountant at UMB Fund Services
Industry Accounting
Experience
UMB Fund Services December 2014 - Present
JD Clark & Company January 2014 - Present
Vivint April 2011 - September 2013
Education
BYU-Idaho 2010 — 2014
Bachelor's Degree, Accounting
UMB Fund Services December 2014 - Present
JD Clark & Company January 2014 - Present
Vivint April 2011 - September 2013
Education
BYU-Idaho 2010 — 2014
Bachelor's Degree, Accounting
Whitney Dobson James's UMB Fund Services Experience October 2014 - Present
Job UMBFS
Industry Financial Services
Experience
UMB Fund Services October 2014 - Present
Weber County Clerk Auditor July 2012 - October 2014
Education
Weber State University 2012 — 2014
Bachelor's of Science, Accounting
EBS - European Business School Paris 2013 — 2013
International Business
Utah State University 2010 — 2012
Certificate of Completion, General Studies
UMB Fund Services October 2014 - Present
Weber County Clerk Auditor July 2012 - October 2014
Education
Weber State University 2012 — 2014
Bachelor's of Science, Accounting
EBS - European Business School Paris 2013 — 2013
International Business
Utah State University 2010 — 2012
Certificate of Completion, General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY