Unified Fund Services

Industry: Company

Description

Headquarters: Indianapolis, IN Founded: 1952 Parent organization: Ultimus Fund Solutions, LLC

Unified Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Unified Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Unified Fund Services Employees

Employee
Years
Job
Industry
Brian Laurie, CTP Brian Laurie, CTP Indianapolis, Indiana Area Details
Brian Laurie, CTP's Unified Fund Services Experience October 2006 - April 2010
Job AVP, Sales Associate Team Lead at PNC
Industry Banking
Experience
PNC  December 2012 - Present
Towne Park  May 2010 - December 2012
Unified Fund Services   October 2006 - April 2010

Skills
Treasury Management, Finance, Mutual Funds, Investments, Budgets, Equities, Financial Analysis, Forecasting, Management, Customer Service, Analysis, Leadership, Microsoft Excel, Derivatives, Accounting, Sales, Payroll, Financial Reporting, Fixed Income, Team Leadership, CRM, Banking, Microsoft Office, Process Scheduler, Options, ETFs, Valet Parking, Account Reconciliation, Cash Management, Outlook, Accounts Payable &..., Cash Flow Management, ACH, Onboarding, Team Building, Time Management, PowerPoint

Education
Butler University - College of Business Administration   2009 — 2012
Master's in Business Administration, Finance

Tri-State University   2002 — 2006
Bachelor's, Finance

Brady Wilson Brady Wilson Indianapolis, Indiana Area Details
Brady Wilson's Unified Fund Services Experience July 2000 - September 2005
Job Operations Manager at Dial One Hour a Direct Energy Company
Industry Consumer Services
Experience
Dial One Hour  March 2015 - Present
Dial One Hour  May 2014 - March 2015
Clockwork Home Services  April 2013 - May 2014
TA Kaiser   January 2012 - April 2013
Mr Rooter Plumbing Central Indiana   April 2011 - January 2012
Dial One Hour  April 2009 - March 2011
Pools of Fun  August 2006 - February 2009
Unified Fund Services   July 2000 - September 2005
Unified Fund Services   1998 - 2001

Skills
Residential Home HVAC..., Sales Management, Marketing Strategy, Construction Management, Construction Safety, Renovation, Service Management, Project Estimation, Account Management, Budgets, CRM, Contract Negotiation, Customer Service, HVAC, Management, Leadership, Microsoft Office, New Business Development, Residential Homes, Sales, Sales Operations, Sales Process, Selling, Strategic Planning, Team Building, Team Leadership

Education
Indiana University Bloomington   1993 — 1997
BA Social & Bahavior Studies, History, Criminal Justice

Tom Hendrickson Tom Hendrickson Phoenix, Arizona Details
Tom Hendrickson's Unified Fund Services Experience November 2004 - November 2006
Job Sr. Systems Administrator at Cancer Treatment Centers of America®
Industry Hospital & Health Care
Experience
Cancer Treatment Centers of America®  October 2013 - Present
FUJIFILM Medical Systems U.S.A., Inc.   April 2012 - October 2013
Ascension Health, Indianapolis IN   July 2011 - April 2012
CSC  October 2008 - July 2011
Scopelitis, Garvin, Light, Hanson & Feary, Indianapolis, IN   June 2008 - October 2008
Createc Corporation  November 2006 - May 2008
Unified Fund Services   November 2004 - November 2006

Skills
Active Directory, Windows Server, VMware, Disaster Recovery, Healthcare Information..., DHCP, VMware ESX, Cisco Technologies, Networking, Citrix, DNS, SAN, Windows, Servers, Troubleshooting

Education
University of Indianapolis   1992 — 1994
Physics

Cleveland Institute of Electronics
Associate's Degree, Electronics

Jack O'Tain Jack O'Tain Indianapolis, Indiana Area Details
Jack O'Tain's Unified Fund Services Experience January 2004 - December 2006
Job Vice President, Sales | Public and Private Sector Experience | Risk and Compliance Oriented | Revenue Growth Focused
Industry Financial Services
Experience
Huntington Asset Services  December 2006 - Present
Unified Fund Services   January 2004 - December 2006
Unified Fund Services   November 2002 - January 2004
Unified Fund Services   September 1998 - November 2002

Skills
Investments, Securities, Mutual Funds, Financial Services, Telecommunications, Sales, Fixed Income, Equities, Asset Management, Wealth Management

Education
Purdue University
Bachelor of Science, Electrical Technology

Kaybee Woodson Kaybee Woodson Indianapolis, Indiana Area Details
Kaybee Woodson's Unified Fund Services Experience March 2006 - July 2010
Job Senior Compliance Analyst
Industry Investment Management
Experience
Huntington Asset Services, Inc.   February 2009 - Present
Huntington Asset Services  December 2012 - Present
Huntington Asset Services  July 2006 - January 2012
Unified Fund Services   March 2006 - July 2010

Skills
SEC, Corporate Governance, FINRA, Investments, Accounting, Investment Company Act, Portfolio Management, Charles River IMS, Investment Advisers Act, Securities Regulation, Research, Customer Service, Disaster Recovery, Auditing, AML, IRS 851 Regulations, Bloomberg Classification, Compliance, Creative Problem Solving, EDGAR filings, Investment Compliance, FINRA NASD 2830, Education, Creative Writing, SEC 2a7, SEC regulations, Rule 144, Commodity Pools, Securities, Mutual Funds

Education
Ball State University
Bachelor's degree, Secondary Education and Teaching/Departmental History

Rob Chopyak Rob Chopyak Dallas/Fort Worth Area Details
Rob Chopyak's Unified Fund Services Experience 2000 - 2002
Job Vice President, Fidelity Pricing and Cash Management Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2011 - Present
Citi Fund Services  May 2006 - January 2011
AIG SunAmerica Asset Management  2002 - 2006
AIG SunAmerica  2002 - 2006
Unified Fund Services   2000 - 2002
OppenheimerFunds  1990 - 1991

Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7

Education
Regis University   1986 — 1990

Regis High School

Kelly McPherson, MBA Kelly McPherson, MBA Davenport, Iowa Area Details
Kelly McPherson, MBA's Unified Fund Services Experience February 2006 - October 2010
Job Benefits Manager at McGladrey
Industry Financial Services
Experience
United States Postal Service  November 2013 - Present
McGladrey  August 2012 - April 2013
Unified Fund Services   February 2006 - October 2010
Peace Corps  June 2003 - August 2005
Janus Capital Group  September 1999 - March 2003

Skills
Microsoft Excel, Financial Analysis, Analysis, Budgets, Financial Services, Accounting, Process Improvement, PowerPoint, Capacity Building, Microsoft Word, Outlook, Proposal Writing

Education
University of Indianapolis   2007 — 2012
Master of Business Administration (MBA), 3.8

University of Iowa   1988 — 1992
Bachelor of Arts (BA), Economics, 3.3

Cindy Tomishima Cindy Tomishima Indianapolis, Indiana Area Details
Cindy Tomishima's Unified Fund Services Experience August 2004 - August 2008
Job Certified Pharmacy Tech at St Francis Hospital
Industry Financial Services
Experience
FPN Oncology Hematology   March 2012 - Present
St.Francis Hospital  June 2009 - Present
St Francis Hospital  June 2009 - March 2012
Asset Services (aka Unified Fund Services   September 2004 - September 2008
Unified Fund Services   August 2004 - August 2008
US Medical Management  May 2002 - September 2004
Fifth Third Bank  September 1997 - October 2001
American States Insurance Company (now Safeco Ins)   September 1989 - July 1996

Skills
Word, Financial Reporting, Hospitals, Excel, Customer Relations, Accounting, Microsoft Office

Education
Northern Michigan University
Bachelor's Degree, Financial Management

Clarian Pharmacy Technician

Northern Michigan University

Greg Stout Greg Stout Columbus, Ohio Area Details
Greg Stout's Unified Fund Services Experience January 2000 - January 2001
Job Accounting Supervisor at ICC
Industry Information Technology and Services
Experience
Information Control Company  December 2014 - Present
PPG Industries  July 2013 - December 2014
TBC Corporation  September 2012 - March 2013
JP Morgan Chase  May 2011 - September 2012
Limited Brands  March 2007 - April 2011
Limited Brands  March 2006 - March 2007
JP Morgan Chase  February 2001 - February 2006
Unified Fund Services   January 2000 - January 2001

Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, SAP, Process Improvement, Leadership, Sarbanes-Oxley Act, Analysis, Inventory Management, Supply Chain Management, Auditing, Business Analysis

Education
Indiana Wesleyan University
BS, Accounting, Business Administration

University of Saint Mary
MBA, Finance

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