U.S. Bancorp Fund Services
U.S. Bancorp Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Bancorp Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Bancorp Fund Services Employees
Employee
Years
Job
Industry
Scott Willms Scott Willms's U.S. Bancorp Fund Services Experience August 2009 - August 2013
Job Supervision Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
Robert W. Baird & Co. August 2013 - Present
US Bancorp Fund Services August 2009 - August 2013
Great West Retirement Services May 2008 - August 2009
Skills
Investment Compliance, Sales Management, Branch Operation, Trade Compliance, Compliance, Correspondence Analysis, Regulatory Approvals, FINRA, Wealth Management, Financial Reporting, Mutual Funds, Account Reconciliation, Retirement Plan..., G/L Analysis, Wire Transfers, Account Maintenance, Quality Control, Series 7, Series 9/10, Series 66, Series 31, Retirement Planning
Education
Concordia University-Wisconsin 2010 — 2013
Master of Business Administration (M.B.A.), Finance, 3.97
University of Wisconsin-Milwaukee 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.2
James Butzen James Butzen's U.S. Bancorp Fund Services Experience April 2007 - September 2010
Job Accounting and Quality Assurance
Industry Accounting
Experience
ICM Corporation December 2013 - January 2015
Penta Technologies May 2013 - December 2013
Merge Healthcare July 2012 - October 2012
Asset Management Outsourcing September 2011 - July 2012
Wisconsin Army National Guard March 1991 - November 2011
Advantage Leasing Corporation April 2011 - September 2011
US Bancorp Fund Services April 2007 - September 2010
Skills
Accounting, Accounts Receivable, Collections, Credit Analysis, Cash Flow Management, General Ledger, Financial Analysis, Military, Leadership, Team Leadership, Customer Service, Transportation, Retail, Oracle, ERP Software, SAP, JD Edwards, Great Plains software, Microsoft Office, Microsoft Excel
Education
Lakeland College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 3.4
ICM Corporation December 2013 - January 2015
Penta Technologies May 2013 - December 2013
Merge Healthcare July 2012 - October 2012
Asset Management Outsourcing September 2011 - July 2012
Wisconsin Army National Guard March 1991 - November 2011
Advantage Leasing Corporation April 2011 - September 2011
US Bancorp Fund Services April 2007 - September 2010
Skills
Accounting, Accounts Receivable, Collections, Credit Analysis, Cash Flow Management, General Ledger, Financial Analysis, Military, Leadership, Team Leadership, Customer Service, Transportation, Retail, Oracle, ERP Software, SAP, JD Edwards, Great Plains software, Microsoft Office, Microsoft Excel
Education
Lakeland College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 3.4
Jerad Pearson's U.S. Bancorp Fund Services Experience April 2015 - Present
Job Operations Manager 3 at U.S. Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bancorp Fund Services April 2015 - Present
U.S. Bancorp Fund Services September 2013 - March 2015
U.S. Bancorp Fund Services August 2010 - August 2013
U.S. Bancorp Fund Services August 2007 - July 2010
U.S Bancorp Fund Services May 2005 - July 2007
U.S. Bancorp Fund Services January 2005 - April 2005
Skills
Project Management, Business Analysis, Microsoft SQL Server, Microsoft Office, Crystal Reports, Change Management, Mutual Funds, Leadership, Research, Web Development, Process Improvement, Business Requirements, Requirements Gathering, Requirements Analysis, Access, Vendor Management
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science, Business Administration - Finance
U.S. Bancorp Fund Services April 2015 - Present
U.S. Bancorp Fund Services September 2013 - March 2015
U.S. Bancorp Fund Services August 2010 - August 2013
U.S. Bancorp Fund Services August 2007 - July 2010
U.S Bancorp Fund Services May 2005 - July 2007
U.S. Bancorp Fund Services January 2005 - April 2005
Skills
Project Management, Business Analysis, Microsoft SQL Server, Microsoft Office, Crystal Reports, Change Management, Mutual Funds, Leadership, Research, Web Development, Process Improvement, Business Requirements, Requirements Gathering, Requirements Analysis, Access, Vendor Management
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science, Business Administration - Finance
Connor Cummings Connor Cummings's U.S. Bancorp Fund Services Experience October 2014 - Present
Job Fund Administrator at U.S. Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bancorp Fund Services October 2014 - Present
U.S. Bancorp Fund Services December 2013 - September 2014
U.S. Bancorp Fund Services June 2013 - November 2013
U.S. Bancorp Fund Services May 2012 - August 2012
Marquette University February 2011 - May 2012
Royal Grove Country Club Long Grove, IL May 2011 - September 2011
Skills
Leadership, Customer Service, Web Design, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Media, Research, Public Speaking, Event Planning, Team Leadership, Event Management, Time Management
Education
Marquette University 2010 — 2014
Bachelor's degree, Finance & International Business
U.S. Bancorp Fund Services October 2014 - Present
U.S. Bancorp Fund Services December 2013 - September 2014
U.S. Bancorp Fund Services June 2013 - November 2013
U.S. Bancorp Fund Services May 2012 - August 2012
Marquette University February 2011 - May 2012
Royal Grove Country Club Long Grove, IL May 2011 - September 2011
Skills
Leadership, Customer Service, Web Design, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Media, Research, Public Speaking, Event Planning, Team Leadership, Event Management, Time Management
Education
Marquette University 2010 — 2014
Bachelor's degree, Finance & International Business
Colleen Bies Colleen Bies's U.S. Bancorp Fund Services Experience October 2007 - June 2008
Job Owner | Photographer Capture Life Moments
Industry Photography
Experience
Capture Life Moments January 2011 - Present
Appleton Area Jaycees November 2011 - Present
Muza Metal Products February 2012 - May 2014
Wisconsin Army National Guard February 2001 - May 2013
US Army National Guard February 2001 - May 2013
Oshkosh Corporation - Defense June 2008 - January 2012
Oshkosh Corporation June 2008 - February 2011
U.S. Bancorp Fund Services October 2007 - June 2008
Skills
Verbally Fluent in Hmong, Microsoft Office, Government, Budgets, Analysis, Contract Management, Procurement, Training, Military, Financial Analysis, Human Resources, Proposal Writing, Project Planning, Logistics, Management, Sales, Leadership, Customer Service, Process Improvement, Team Building, Team Leadership, Microsoft Excel
Education
University of Wisconsin-Oshkosh 2014 — 2016
Master of Business Administration (MBA)
The George Washington University 2010 — 2011
Associates Certificate, Contract Management
University of Wisconsin-Whitewater 2003 — 2007
BBA, Finance
Capture Life Moments January 2011 - Present
Appleton Area Jaycees November 2011 - Present
Muza Metal Products February 2012 - May 2014
Wisconsin Army National Guard February 2001 - May 2013
US Army National Guard February 2001 - May 2013
Oshkosh Corporation - Defense June 2008 - January 2012
Oshkosh Corporation June 2008 - February 2011
U.S. Bancorp Fund Services October 2007 - June 2008
Skills
Verbally Fluent in Hmong, Microsoft Office, Government, Budgets, Analysis, Contract Management, Procurement, Training, Military, Financial Analysis, Human Resources, Proposal Writing, Project Planning, Logistics, Management, Sales, Leadership, Customer Service, Process Improvement, Team Building, Team Leadership, Microsoft Excel
Education
University of Wisconsin-Oshkosh 2014 — 2016
Master of Business Administration (MBA)
The George Washington University 2010 — 2011
Associates Certificate, Contract Management
University of Wisconsin-Whitewater 2003 — 2007
BBA, Finance
Ryan Rechten Ryan Rechten's U.S. Bancorp Fund Services Experience September 2013 - Present
Job Operations Associate at Anchorage Capital Group, L.L.C.
Industry Financial Services
Experience
Anchorage Capital Group, L.L.C. October 2014 - Present
U.S. Bancorp Fund Services September 2013 - Present
Skills
Microsoft Excel, PowerPoint, Leadership, Time Management, Teamwork
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Finance; Minor in Business Administration, Alumni
Anchorage Capital Group, L.L.C. October 2014 - Present
U.S. Bancorp Fund Services September 2013 - Present
Skills
Microsoft Excel, PowerPoint, Leadership, Time Management, Teamwork
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Finance; Minor in Business Administration, Alumni
Jeff Zaremba's U.S. Bancorp Fund Services Experience July 2006 - February 2007
Job Senior Managing Consultant | BKD, LLP | Ownership Transition | ESOP Strategy
Industry Financial Services
Experience
BKD CPAs & Advisors January 2015 - Present
SunGard Financial Systems April 2013 - January 2015
Prairie Capital Advisors, Inc. February 2007 - April 2013
US Bancorp Fund Services July 2006 - February 2007
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Forecasting, Finance, Analysis, Budgets, Private Equity, Strategic Financial..., Business Valuation, Investment Banking, Investments, Financial Planning
Education
University of Illinois at Urbana-Champaign 2004 — 2006
Bachelor of Science, Finance
Minooka High School
BKD CPAs & Advisors January 2015 - Present
SunGard Financial Systems April 2013 - January 2015
Prairie Capital Advisors, Inc. February 2007 - April 2013
US Bancorp Fund Services July 2006 - February 2007
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Forecasting, Finance, Analysis, Budgets, Private Equity, Strategic Financial..., Business Valuation, Investment Banking, Investments, Financial Planning
Education
University of Illinois at Urbana-Champaign 2004 — 2006
Bachelor of Science, Finance
Minooka High School
Gianinna Coloma Gianinna Coloma's U.S. Bancorp Fund Services Experience October 2012 - May 2015
Job Associate at U.S. Bancorp Fund Services
Industry Financial Services
Experience
SS&C GlobeOp March 2015 - Present
U.S. Bancorp Fund Services October 2012 - May 2015
Ill-Eagle Enterprises Ltd. January 2011 - October 2012
Riveredge Management (Accountemps) September 2010 - October 2010
Madison Square Garden January 2010 - May 2010
CARIBBEAN TAX SERVICES September 2007 - July 2008
Skills
Microsoft Office Suite, Oracle, Rent Manager, SAP, Quick Books, Puridiom, Mas 90, EDI, Shipping, Accounts Receivable, Invoicing, Microsoft Office, QuickBooks, Spanish, Accounts Payable, Accounting, Journal Entries, Bank Reconciliation, Spreadsheets, Account Reconciliation, General Ledger, Expenses, Financial Reporting, Financial Analysis, Finance, Pivot Tables, Outlook, Financial Statements, Microsoft Excel, Fixed Assets, Financial Accounting, Accruals, Balance Sheet, Fund Accounting, Cost Accounting, Variance Analysis
Education
Seton Hall University 2004 — 2010
Bachelor of Science in Business Administration, Accounting and Business/Management
SS&C GlobeOp March 2015 - Present
U.S. Bancorp Fund Services October 2012 - May 2015
Ill-Eagle Enterprises Ltd. January 2011 - October 2012
Riveredge Management (Accountemps) September 2010 - October 2010
Madison Square Garden January 2010 - May 2010
CARIBBEAN TAX SERVICES September 2007 - July 2008
Skills
Microsoft Office Suite, Oracle, Rent Manager, SAP, Quick Books, Puridiom, Mas 90, EDI, Shipping, Accounts Receivable, Invoicing, Microsoft Office, QuickBooks, Spanish, Accounts Payable, Accounting, Journal Entries, Bank Reconciliation, Spreadsheets, Account Reconciliation, General Ledger, Expenses, Financial Reporting, Financial Analysis, Finance, Pivot Tables, Outlook, Financial Statements, Microsoft Excel, Fixed Assets, Financial Accounting, Accruals, Balance Sheet, Fund Accounting, Cost Accounting, Variance Analysis
Education
Seton Hall University 2004 — 2010
Bachelor of Science in Business Administration, Accounting and Business/Management
Jess Vento, MBA's U.S. Bancorp Fund Services Experience January 2006 - March 2007
Job Senior Accountant at Burke Properties and Essential Oils Advocate
Industry Real Estate
Experience
Freelance Writer January 2015 - Present
Burke Properties March 2007 - Present
Essential Oils Advocate January 2015 - Present
Accounting & Financial Women's Alliance Milwaukee Chapter June 2010 - Present
US Bancorp Fund Services January 2006 - March 2007
Harley-Davidson Motor Company October 2004 - March 2006
Harley-Davidson Motor Company November 2003 - October 2004
Helwig Carbon Products, Inc October 2001 - October 2003
Skills
Microsoft Office 2010, Project Management, Sage Timberline Office, Process Improvement, Accounting, Social Media, Blogging, Web Design, Business Development, System Administration, Property Management, Microsoft Excel, Accounts Payable, Payroll, Small Business, Employee Benefits, Microsoft Business..., Training, Online Advertising, Account Reconciliation, Procedure Creation, HR Policies, IT Operations
Education
Ottawa University 2006 — 2009
MBA, Leadership and Management
Ottawa University 2004 — 2006
Bachelors of Arts Degree, Accounting
Milwaukee Area Technical College 1999 — 2003
Associates, Accounting
Freelance Writer January 2015 - Present
Burke Properties March 2007 - Present
Essential Oils Advocate January 2015 - Present
Accounting & Financial Women's Alliance Milwaukee Chapter June 2010 - Present
US Bancorp Fund Services January 2006 - March 2007
Harley-Davidson Motor Company October 2004 - March 2006
Harley-Davidson Motor Company November 2003 - October 2004
Helwig Carbon Products, Inc October 2001 - October 2003
Skills
Microsoft Office 2010, Project Management, Sage Timberline Office, Process Improvement, Accounting, Social Media, Blogging, Web Design, Business Development, System Administration, Property Management, Microsoft Excel, Accounts Payable, Payroll, Small Business, Employee Benefits, Microsoft Business..., Training, Online Advertising, Account Reconciliation, Procedure Creation, HR Policies, IT Operations
Education
Ottawa University 2006 — 2009
MBA, Leadership and Management
Ottawa University 2004 — 2006
Bachelors of Arts Degree, Accounting
Milwaukee Area Technical College 1999 — 2003
Associates, Accounting
Greg Zambrella Greg Zambrella's U.S. Bancorp Fund Services Experience October 2011 - November 2012
Job Real Estate Finance at Guggenheim Partners/Pillar Finance
Industry Real Estate
Experience
Guggenheim Partners/Pillar Finance January 2015 - Present
Richman Asset Management November 2012 - January 2015
U.S. Bancorp Fund Services October 2011 - November 2012
Skills
Real Estate, Real Estate Economics, Financial Analysis, Asset Management, Financial Modeling, Portfolio Management, LIHTC, Real Estate Investments, Cash Flow, Alternative Investments, Financial Reporting, Multi Family Properties
Education
University of Scranton
Bachelor of Science (BS)
Bergen Catholic
Guggenheim Partners/Pillar Finance January 2015 - Present
Richman Asset Management November 2012 - January 2015
U.S. Bancorp Fund Services October 2011 - November 2012
Skills
Real Estate, Real Estate Economics, Financial Analysis, Asset Management, Financial Modeling, Portfolio Management, LIHTC, Real Estate Investments, Cash Flow, Alternative Investments, Financial Reporting, Multi Family Properties
Education
University of Scranton
Bachelor of Science (BS)
Bergen Catholic
Eric BeLow Eric BeLow's U.S. Bancorp Fund Services Experience April 2009 - June 2012
Job Compliance Representative at Quasar Distributors, LLC
Industry Financial Services
Experience
Quasar Distributors, LLC. June 2012 - Present
US Bancorp Fund Services April 2009 - June 2012
Panoramic Corporation November 2007 - January 2009
Skills
Mutual Funds, Account Reconciliation, Business Development, Accounts Payable, Trading, Financial Analysis, Series 7, Microsoft Excel, Real Estate, Customer Service, Process Improvement, Banking, Risk Management, Accounting, Strategic Planning, Sales, Microsoft Office, Finance, Strategic Financial..., Insurance
Education
Bradley University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Jacobs High School
Quasar Distributors, LLC. June 2012 - Present
US Bancorp Fund Services April 2009 - June 2012
Panoramic Corporation November 2007 - January 2009
Skills
Mutual Funds, Account Reconciliation, Business Development, Accounts Payable, Trading, Financial Analysis, Series 7, Microsoft Excel, Real Estate, Customer Service, Process Improvement, Banking, Risk Management, Accounting, Strategic Planning, Sales, Microsoft Office, Finance, Strategic Financial..., Insurance
Education
Bradley University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Jacobs High School
Andy Chica's U.S. Bancorp Fund Services Experience April 2000 - November 2004
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
Katie Wielichowski's U.S. Bancorp Fund Services Experience 2007 - 2009
Job Operations Senior Service Representative
Industry Banking
Experience
BMO Capital Markets August 2013 - Present
Hertz January 2013 - April 2013
Outback Steakhouse 2010 - 2011
US Bancorp Fund Services 2007 - 2009
Outback Steakhouse 2003 - 2005
Skills
Commitment to Customer..., Financial Operations, Marketing Communications, Operational Efficiency, Six Sigma
Education
University of Minnesota-Twin Cities 2004 — 2005
Bachelor of Arts (BA), Broadcast Journalism
University of Wisconsin-Milwaukee 2003 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
BMO Capital Markets August 2013 - Present
Hertz January 2013 - April 2013
Outback Steakhouse 2010 - 2011
US Bancorp Fund Services 2007 - 2009
Outback Steakhouse 2003 - 2005
Skills
Commitment to Customer..., Financial Operations, Marketing Communications, Operational Efficiency, Six Sigma
Education
University of Minnesota-Twin Cities 2004 — 2005
Bachelor of Arts (BA), Broadcast Journalism
University of Wisconsin-Milwaukee 2003 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Alice Rodrigues Alice Rodrigues's U.S. Bancorp Fund Services Experience August 2013 - November 2014
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management December 2014 - Present
US Bancorp Fund Services August 2013 - November 2014
UBS Financial Services January 2012 - July 2013
Scottrade November 2010 - January 2012
Hofstra University August 2010 - August 2011
Skills
Microsoft Excel, Fundraising, Analysis, Management, Marketing, Financial Modeling, Bloomberg Terminal, VBA, Microsoft Office, Accounting, Mutual Funds, Wealth Management, Asset Management, Leadership, Bloomberg, Financial Analysis, Finance
Education
Hofstra University 2009 — 2013
BBA, Finance, Business Management
Lyndhurst High School 2005 — 2009
High School Diploma
AQR Capital Management December 2014 - Present
US Bancorp Fund Services August 2013 - November 2014
UBS Financial Services January 2012 - July 2013
Scottrade November 2010 - January 2012
Hofstra University August 2010 - August 2011
Skills
Microsoft Excel, Fundraising, Analysis, Management, Marketing, Financial Modeling, Bloomberg Terminal, VBA, Microsoft Office, Accounting, Mutual Funds, Wealth Management, Asset Management, Leadership, Bloomberg, Financial Analysis, Finance
Education
Hofstra University 2009 — 2013
BBA, Finance, Business Management
Lyndhurst High School 2005 — 2009
High School Diploma
Dave Carhart's U.S. Bancorp Fund Services Experience 2006 - 2007
Job Director (Interim), HR Business Partner Strategic Accounts & Strategic Alliances
Industry Human Resources
Experience
Hewlett-Packard February 2015 - Present
Hewlett-Packard November 2013 - February 2015
Hewlett-Packard June 2010 - October 2013
Cornell University August 2009 - January 2012
Milwaukee JobCamp March 2009 - March 2010
1st St. NW Inc. Technical Search & Staffing March 2007 - July 2009
US Bancorp Fund Services 2006 - 2007
Skills
Talent Management, Human Resources, Recruiting, Workforce Planning, Interviews, Strategy, Training, Leadership, Talent Acquisition, Change Management, College Recruiting, Deferred Compensation, Employer Branding, Succession Planning, Onboarding, Social Media, Leadership Development, Internet Recruiting, Project Management, Business Strategy, Technical Recruiting, Analytics, Microsoft Excel, Employee Engagement, Employee Benefits, Performance Management, Applicant Tracking..., Organizational..., HR Transformation, HRIS, Mergers & Acquisitions, HR Strategy, Acquisition Integration, PowerPoint, Sourcing, Taleo, HR Policies, HR Consulting, Organizational..., Career Counseling, Global HR, Merger Communications, Location Strategy, Mergers, New Hire Orientations, Labor Relations, PeopleSoft, Career Development, Organizational Design
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2012
MBA, Strategic Operations
Cornell University - School of Industrial & Labor Relations 2009 — 2012
MILR, Human Resources
Wesleyan University
BS, Sociology
University School of Milwaukee
HS Diploma
Hewlett-Packard February 2015 - Present
Hewlett-Packard November 2013 - February 2015
Hewlett-Packard June 2010 - October 2013
Cornell University August 2009 - January 2012
Milwaukee JobCamp March 2009 - March 2010
1st St. NW Inc. Technical Search & Staffing March 2007 - July 2009
US Bancorp Fund Services 2006 - 2007
Skills
Talent Management, Human Resources, Recruiting, Workforce Planning, Interviews, Strategy, Training, Leadership, Talent Acquisition, Change Management, College Recruiting, Deferred Compensation, Employer Branding, Succession Planning, Onboarding, Social Media, Leadership Development, Internet Recruiting, Project Management, Business Strategy, Technical Recruiting, Analytics, Microsoft Excel, Employee Engagement, Employee Benefits, Performance Management, Applicant Tracking..., Organizational..., HR Transformation, HRIS, Mergers & Acquisitions, HR Strategy, Acquisition Integration, PowerPoint, Sourcing, Taleo, HR Policies, HR Consulting, Organizational..., Career Counseling, Global HR, Merger Communications, Location Strategy, Mergers, New Hire Orientations, Labor Relations, PeopleSoft, Career Development, Organizational Design
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2012
MBA, Strategic Operations
Cornell University - School of Industrial & Labor Relations 2009 — 2012
MILR, Human Resources
Wesleyan University
BS, Sociology
University School of Milwaukee
HS Diploma
Jordan Schumacher Jordan Schumacher's U.S. Bancorp Fund Services Experience May 2014 - Present
Job Loan Securitization at Cortland Capital Market Services
Industry Financial Services
Experience
Cortland Capital Market Services LLC June 2015 - Present
US Bancorp Fund Services May 2014 - Present
Marquette University March 2014 - Present
River Club of Mequon May 2012 - October 2013
Skills
Financial Analysis, Organizational..., Fundamental Analysis, Valuation, Project Management, Customer Service, Public Speaking, Microsoft Word, Social Media, Finance, Social Networking
Education
Marquette University Applied Investment Management (AIM) Program 2012 — 2015
Finance & Economics, Senior
John Cabot University 2013 — 2013
Carroll University 2011 — 2012
Business Administration
Cortland Capital Market Services LLC June 2015 - Present
US Bancorp Fund Services May 2014 - Present
Marquette University March 2014 - Present
River Club of Mequon May 2012 - October 2013
Skills
Financial Analysis, Organizational..., Fundamental Analysis, Valuation, Project Management, Customer Service, Public Speaking, Microsoft Word, Social Media, Finance, Social Networking
Education
Marquette University Applied Investment Management (AIM) Program 2012 — 2015
Finance & Economics, Senior
John Cabot University 2013 — 2013
Carroll University 2011 — 2012
Business Administration
Keith Shintani Keith Shintani's U.S. Bancorp Fund Services Experience January 1998 - Present
Job Relationship Management
Industry Financial Services
Experience
U.S. Bancorp Fund Services January 1998 - Present
Education
University of Southern California
U.S. Bancorp Fund Services January 1998 - Present
Education
University of Southern California
Adam Barnstable Adam Barnstable's U.S. Bancorp Fund Services Experience July 2015 - Present
Job Fund Accountant at U.S. Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bancorp Fund Services July 2015 - Present
Wells Fargo Home Mortgage June 2012 - July 2015
U.S. Bancorp Fund Services 2012 - 2012
Skills
Financial Markets, Economics, Forecasting, Personal Finance, Customer Service, Organizational &..., Contract Negotiation, Loan Processing, Computer Proficiency, MS Excel Pivot Tables, V Lookups, What-if Analysis, Microsoft Excel, Microsoft Word
Education
Kaplan University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
University of Wisconsin-Eau Claire 2007 — 2011
Bachelor's Degree, Finance and Economics, 3.0
U.S. Bancorp Fund Services July 2015 - Present
Wells Fargo Home Mortgage June 2012 - July 2015
U.S. Bancorp Fund Services 2012 - 2012
Skills
Financial Markets, Economics, Forecasting, Personal Finance, Customer Service, Organizational &..., Contract Negotiation, Loan Processing, Computer Proficiency, MS Excel Pivot Tables, V Lookups, What-if Analysis, Microsoft Excel, Microsoft Word
Education
Kaplan University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 4.0
University of Wisconsin-Eau Claire 2007 — 2011
Bachelor's Degree, Finance and Economics, 3.0
Jane Frank Jane Frank's U.S. Bancorp Fund Services Experience September 2006 - June 2008
Job Realtor, Remax South Shore Realty
Industry Nonprofit Organization Management
Experience
Remax South Shore Realty October 2013 - Present
CS&L CPAs April 2013 - October 2013
Hillsborough Achievement and Resource Center June 2011 - October 2012
Betty Brinn Children’s Museum June 2008 - June 2011
US Bancorp Fund Services September 2006 - June 2008
JWS Design Resource Center LLC June 2005 - June 2006
Curro, Rankin, & Williams, Inc February 2004 - June 2005
TAO Media Systems June 1997 - June 2000
Skills
Accounting, Human Resources, Payroll, Accounts Receivable, Accounts Payable, QuickBooks, Public Speaking, Financial Statements, Policy, Internal Controls, Auditing, Account Reconciliation, Research, Management, Invoicing, Budgets, Finance, Microsoft Word
Education
Northwest Missouri State University
Bachelor of Science, Accounting
University of Missouri
Elementary Education
Remax South Shore Realty October 2013 - Present
CS&L CPAs April 2013 - October 2013
Hillsborough Achievement and Resource Center June 2011 - October 2012
Betty Brinn Children’s Museum June 2008 - June 2011
US Bancorp Fund Services September 2006 - June 2008
JWS Design Resource Center LLC June 2005 - June 2006
Curro, Rankin, & Williams, Inc February 2004 - June 2005
TAO Media Systems June 1997 - June 2000
Skills
Accounting, Human Resources, Payroll, Accounts Receivable, Accounts Payable, QuickBooks, Public Speaking, Financial Statements, Policy, Internal Controls, Auditing, Account Reconciliation, Research, Management, Invoicing, Budgets, Finance, Microsoft Word
Education
Northwest Missouri State University
Bachelor of Science, Accounting
University of Missouri
Elementary Education
Amber Krueger, CC, ALB, MBA Amber Krueger, CC, ALB, MBA's U.S. Bancorp Fund Services Experience July 2013 - Present
Job Independent Distributor at It Works! Global
Industry Banking
Experience
It Works! Global December 2014 - Present
US Bancorp Fund Services July 2013 - Present
All-Star Music, LLC September 2006 - Present
US Bancorp Fund Services, LLC May 2011 - July 2013
US Bancorp Fund Services, LLC June 2009 - May 2011
US Bancorp Fund Services August 2007 - June 2009
Coquette Café January 2007 - August 2007
Coquette Cafe March 2006 - August 2007
Coquette Cafe April 2005 - August 2007
Skills
Customer Service, Call Center, Mentoring, Hiring, Customer Relations, Problem Solving, Process Improvement, Vendor Management, Public Speaking, Coaching, Call Centers, Training, Employee Training, Time Management, Management, Analysis, Data Analysis, Customer Satisfaction, Team Leadership, Leadership, Microsoft Excel, Marketing, Payroll, Team Building
Education
Lakeland College 2008 — 2010
MBA, Project Management
University of Wisconsin-Milwaukee 2000 — 2003
Bachelor of Arts, English and Theatre Arts
It Works! Global December 2014 - Present
US Bancorp Fund Services July 2013 - Present
All-Star Music, LLC September 2006 - Present
US Bancorp Fund Services, LLC May 2011 - July 2013
US Bancorp Fund Services, LLC June 2009 - May 2011
US Bancorp Fund Services August 2007 - June 2009
Coquette Café January 2007 - August 2007
Coquette Cafe March 2006 - August 2007
Coquette Cafe April 2005 - August 2007
Skills
Customer Service, Call Center, Mentoring, Hiring, Customer Relations, Problem Solving, Process Improvement, Vendor Management, Public Speaking, Coaching, Call Centers, Training, Employee Training, Time Management, Management, Analysis, Data Analysis, Customer Satisfaction, Team Leadership, Leadership, Microsoft Excel, Marketing, Payroll, Team Building
Education
Lakeland College 2008 — 2010
MBA, Project Management
University of Wisconsin-Milwaukee 2000 — 2003
Bachelor of Arts, English and Theatre Arts
Mark Quade's U.S. Bancorp Fund Services Experience December 2013 - Present
Job 1940 Act Attorney, Assistant Vice President at U.S. Bancorp Fund Services
Industry Law Practice
Experience
U.S. Bancorp Fund Services December 2013 - Present
U.S. Bancorp August 2012 - July 2013
Financial Industry Regulatory Authority May 2012 - August 2012
U.S. Bancorp Asset Management August 2005 - August 2010
Minnesota Department of Revenue June 2004 - August 2005
Skills
Securities, Mutual Funds, Investments, FINRA, Equities, Corporate Law, Securities Regulation, Loans, Auditing, Licensing, Accounting, Corporate Governance, Mergers & Acquisitions, Financial Services, Due Diligence, Private Equity, Asset Management, Legal Research, Finance
Education
University of Minnesota Law School 2010 — 2013
Juris Doctor, Business Law concentration
University of Minnesota - Carlson School of Management 2011 — 2011
University of Wisconsin-River Falls 2000 — 2004
B.S., Economics and Business Administration-Finance, GPA: 4.0 (major), 3.94 (cumulative); top 2%
U.S. Bancorp Fund Services December 2013 - Present
U.S. Bancorp August 2012 - July 2013
Financial Industry Regulatory Authority May 2012 - August 2012
U.S. Bancorp Asset Management August 2005 - August 2010
Minnesota Department of Revenue June 2004 - August 2005
Skills
Securities, Mutual Funds, Investments, FINRA, Equities, Corporate Law, Securities Regulation, Loans, Auditing, Licensing, Accounting, Corporate Governance, Mergers & Acquisitions, Financial Services, Due Diligence, Private Equity, Asset Management, Legal Research, Finance
Education
University of Minnesota Law School 2010 — 2013
Juris Doctor, Business Law concentration
University of Minnesota - Carlson School of Management 2011 — 2011
University of Wisconsin-River Falls 2000 — 2004
B.S., Economics and Business Administration-Finance, GPA: 4.0 (major), 3.94 (cumulative); top 2%
Peter Chappy Peter Chappy's U.S. Bancorp Fund Services Experience June 2008 - Present
Job Assistant Vice President Fund Administration & Compliance at US Bank
Industry Banking
Experience
U.S. Bancorp Fund Services June 2008 - Present
J.P. Morgan Chase January 2007 - June 2008
Ameriprise Financial February 2006 - August 2006
Skills
Investments, Financial Analysis, Mutual Funds, Finance, Financial Services, Financial Reporting, SEC filings, Financial Advisory, Analysis, Auditing, Accounting, Equities, Fund Accounting, Securities, Risk Management, Series 7, Customer Service, Asset Management, Insurance, Process Improvement, Portfolio Management, Retirement, Strategic Planning, Trading
Education
University of Wisconsin-Milwaukee 2011 — 2015
Master of Science in Management, Accounting
Cardinal Stritch University 2007 — 2010
MBA
University of Wisconsin-Milwaukee 2001 — 2006
BBA, Finance
U.S. Bancorp Fund Services June 2008 - Present
J.P. Morgan Chase January 2007 - June 2008
Ameriprise Financial February 2006 - August 2006
Skills
Investments, Financial Analysis, Mutual Funds, Finance, Financial Services, Financial Reporting, SEC filings, Financial Advisory, Analysis, Auditing, Accounting, Equities, Fund Accounting, Securities, Risk Management, Series 7, Customer Service, Asset Management, Insurance, Process Improvement, Portfolio Management, Retirement, Strategic Planning, Trading
Education
University of Wisconsin-Milwaukee 2011 — 2015
Master of Science in Management, Accounting
Cardinal Stritch University 2007 — 2010
MBA
University of Wisconsin-Milwaukee 2001 — 2006
BBA, Finance
Christopher Kitz's U.S. Bancorp Fund Services Experience May 2014 - Present
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
Natasha Perry Natasha Perry's U.S. Bancorp Fund Services Experience September 2009 - Present
Job Transfer Agent Accountant at US Bancorp Fund Services
Industry Accounting
Experience
US Bancorp Fund Services September 2009 - Present
Fiduciary Management, Inc. May 2002 - September 2009
Education
University of Wisconsin-Milwaukee 1997 — 1998
Associate's degree, Accounting and Business/Management
Central State University 1996 — 1997
Associate's degree, Accounting and Business/Management
US Bancorp Fund Services September 2009 - Present
Fiduciary Management, Inc. May 2002 - September 2009
Education
University of Wisconsin-Milwaukee 1997 — 1998
Associate's degree, Accounting and Business/Management
Central State University 1996 — 1997
Associate's degree, Accounting and Business/Management
Eric Kulwicki, CFA's U.S. Bancorp Fund Services Experience June 2005 - October 2007
Job Portfolio Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird October 2007 - Present
U.S. Bancorp Fund Services June 2005 - October 2007
Project I Am 2004 - 2006
U.S. Bancorp Fund Services November 2003 - June 2005
Shorewest Realtors February 2003 - November 2003
Hoffman York June 2002 - February 2003
Hoffman York April 2000 - June 2002
Skills
Marketing Strategy, Sales, Relationship Management, Valuation, Mutual Funds, Marketing, Alternative Investments, Asset Allocation, Investments, Advertising, Strategic Planning, Asset Managment, Portfolio Management
Education
Marquette University 2005 — 2007
Master of Business Administration, Specialization in Finance
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration, Marketing
Robert W. Baird October 2007 - Present
U.S. Bancorp Fund Services June 2005 - October 2007
Project I Am 2004 - 2006
U.S. Bancorp Fund Services November 2003 - June 2005
Shorewest Realtors February 2003 - November 2003
Hoffman York June 2002 - February 2003
Hoffman York April 2000 - June 2002
Skills
Marketing Strategy, Sales, Relationship Management, Valuation, Mutual Funds, Marketing, Alternative Investments, Asset Allocation, Investments, Advertising, Strategic Planning, Asset Managment, Portfolio Management
Education
Marquette University 2005 — 2007
Master of Business Administration, Specialization in Finance
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration, Marketing
Frances Amador Frances Amador's U.S. Bancorp Fund Services Experience February 2014 - Present
Job Assistant Manager
Industry Financial Services
Experience
U.S. Bancorp Fund Services February 2014 - Present
U.S. Bank December 2012 - Present
AIS Fund Administration February 2008 - November 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Budgets, Negotiation, Financial Reporting, Market Research, Account Reconciliation, Insurance, Banking, Finance, Team Leadership, Risk Management
Education
Fairleigh Dickinson University 2009 — 2010
BA, Business Management
New Jersey City University 2006 — 2008
U.S. Bancorp Fund Services February 2014 - Present
U.S. Bank December 2012 - Present
AIS Fund Administration February 2008 - November 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Budgets, Negotiation, Financial Reporting, Market Research, Account Reconciliation, Insurance, Banking, Finance, Team Leadership, Risk Management
Education
Fairleigh Dickinson University 2009 — 2010
BA, Business Management
New Jersey City University 2006 — 2008
Patty Buckley Patty Buckley's U.S. Bancorp Fund Services Experience May 2013 - Present
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
Mu Xu's U.S. Bancorp Fund Services Experience July 2007 - October 2013
Job VP Global Operations at Enfusion, LLC
Industry Financial Services
Experience
Enfusion, LLC July 2015 - Present
Conifer Financial Services June 2014 - July 2015
Vastardis Capital Services October 2013 - May 2014
US BANCORP FUND SERVICES July 2007 - October 2013
Skills
Business Analysis, Bloomberg, Risk Management, Equities, Asset Management, Hedge Funds, Portfolio Management, Credit Risk, Derivatives, Investment Banking, Capital Markets, Investments, Securities, Fixed Income, Alternative Investments, Financial Analysis, Middle Office, Mutual Funds, Valuation, Financial Modeling, Financial Services, Accounting, Finance, Due Diligence, Private Equity, Management, Banking
Education
Rutgers Business School 2003 — 2007
BS Finance, Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Finance
Enfusion, LLC July 2015 - Present
Conifer Financial Services June 2014 - July 2015
Vastardis Capital Services October 2013 - May 2014
US BANCORP FUND SERVICES July 2007 - October 2013
Skills
Business Analysis, Bloomberg, Risk Management, Equities, Asset Management, Hedge Funds, Portfolio Management, Credit Risk, Derivatives, Investment Banking, Capital Markets, Investments, Securities, Fixed Income, Alternative Investments, Financial Analysis, Middle Office, Mutual Funds, Valuation, Financial Modeling, Financial Services, Accounting, Finance, Due Diligence, Private Equity, Management, Banking
Education
Rutgers Business School 2003 — 2007
BS Finance, Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Finance
Doug Mantelli's U.S. Bancorp Fund Services Experience January 1998 - May 2002
Job Senior Vice President, National Sales Development at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC January 2015 - Present
Jackson National Life Distributors LLC January 2009 - December 2014
Jackson National Life Distributors LLC December 2007 - December 2008
Jackson National Life Distributors LLC February 2006 - January 2008
Mantelli Financial Press May 2002 - December 2003
U.S. Bancorp Fund Services January 1998 - May 2002
Lipper May 1996 - December 1997
Education
University of Denver 2001 — 2003
MBA
University of Colorado Boulder
BS, Finance
Jackson National Life Distributors LLC January 2015 - Present
Jackson National Life Distributors LLC January 2009 - December 2014
Jackson National Life Distributors LLC December 2007 - December 2008
Jackson National Life Distributors LLC February 2006 - January 2008
Mantelli Financial Press May 2002 - December 2003
U.S. Bancorp Fund Services January 1998 - May 2002
Lipper May 1996 - December 1997
Education
University of Denver 2001 — 2003
MBA
University of Colorado Boulder
BS, Finance
David Irish's U.S. Bancorp Fund Services Experience 2006 - May 2010
Job Global Ethics and Compliance Specialist at ManpowerGroup
Industry Staffing and Recruiting
Experience
ManpowerGroup May 2014 - Present
Froedtert & The Medical College of Wisconsin October 2013 - 2014
We Energies May 2010 - October 2013
US Bancorp Fund Services 2006 - May 2010
Greendale Park and Recreation Department June 2004 - July 2008
Skills
Microsoft Excel, Microsoft Word, Software Documentation, PowerPoint, Microsoft Office, PeopleSoft, Time Management, Lotus Notes, Financial Analysis, Project Management, Legal Research, Document Drafting, Analysis, Policy, Data Analysis, Customer Service, Leadership, Management, Training
Education
Concordia University-Wisconsin 2014 — 2015
Master of Business Administration (MBA), Risk Management
University of Wisconsin-Whitewater 2001 — 2005
BS, Public Policy & Administration
ManpowerGroup May 2014 - Present
Froedtert & The Medical College of Wisconsin October 2013 - 2014
We Energies May 2010 - October 2013
US Bancorp Fund Services 2006 - May 2010
Greendale Park and Recreation Department June 2004 - July 2008
Skills
Microsoft Excel, Microsoft Word, Software Documentation, PowerPoint, Microsoft Office, PeopleSoft, Time Management, Lotus Notes, Financial Analysis, Project Management, Legal Research, Document Drafting, Analysis, Policy, Data Analysis, Customer Service, Leadership, Management, Training
Education
Concordia University-Wisconsin 2014 — 2015
Master of Business Administration (MBA), Risk Management
University of Wisconsin-Whitewater 2001 — 2005
BS, Public Policy & Administration
Monica Wolfe's U.S. Bancorp Fund Services Experience May 2012 - September 2014
Job Business Systems Consultant for Fixed Income Investments at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Jim Matel's U.S. Bancorp Fund Services Experience July 1995 - Present
Job Vice President at U.S. Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bancorp Fund Services July 1995 - Present
Skills
Vendor Management, Mutual Funds, Financial Reporting, Account Management, Financial Services, Financial Analysis, Insurance, Mergers & Acquisitions, Investments, Accounting, Forecasting, Budgets, Business Strategy, Banking, Due Diligence, Business Development, Securities, Team Building, New Business Development, Strategy
Education
Beloit College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Economics
Thomas More / St. Mary's 1985 — 1989
U.S. Bancorp Fund Services July 1995 - Present
Skills
Vendor Management, Mutual Funds, Financial Reporting, Account Management, Financial Services, Financial Analysis, Insurance, Mergers & Acquisitions, Investments, Accounting, Forecasting, Budgets, Business Strategy, Banking, Due Diligence, Business Development, Securities, Team Building, New Business Development, Strategy
Education
Beloit College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Economics
Thomas More / St. Mary's 1985 — 1989
Todd DeBlois's U.S. Bancorp Fund Services Experience September 2014 - Present
Job Alternative Investments Administrator at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services September 2014 - Present
US Bancorp Fund Services June 2013 - Present
US Bancorp Fund Services March 2009 - July 2013
US Bancorp Fund Services September 2006 - March 2009
Farmers Insurance January 2005 - September 2006
Perkins, Smith, Cohen & Crowe, LLP March 2002 - January 2005
US Senator Lincoln Chafee August 1999 - March 2002
Skills
Finance, Mutual Funds, Analysis, Financial Services, Trading, Policy Analysis, Loans, Public Policy, Politics, Public Speaking, Social Media, Project Management, Insurance, Government
Education
Marquette University 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Boston College 1995 — 1999
BA, Economics
Tabor Academy 1991 — 1995
Diploma, High School
US Bancorp Fund Services September 2014 - Present
US Bancorp Fund Services June 2013 - Present
US Bancorp Fund Services March 2009 - July 2013
US Bancorp Fund Services September 2006 - March 2009
Farmers Insurance January 2005 - September 2006
Perkins, Smith, Cohen & Crowe, LLP March 2002 - January 2005
US Senator Lincoln Chafee August 1999 - March 2002
Skills
Finance, Mutual Funds, Analysis, Financial Services, Trading, Policy Analysis, Loans, Public Policy, Politics, Public Speaking, Social Media, Project Management, Insurance, Government
Education
Marquette University 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Boston College 1995 — 1999
BA, Economics
Tabor Academy 1991 — 1995
Diploma, High School
Juliette Sanders's U.S. Bancorp Fund Services Experience August 2011 - March 2014
Job General Ledger Conversion Analyst at Fiserv
Industry Financial Services
Experience
Fiserv March 2014 - Present
US Bancorp Fund Services August 2011 - March 2014
Milwaukee Public Schools September 2009 - September 2011
Robert W. Baird & Co. September 2007 - March 2009
Skills
Lotus Notes, Teamwork, Customer Service, Outlook, Financial Analysis, Accounting, Administrative..., Microsoft Office, Team Leadership, Performance Management, Leadership, Microsoft Excel, Analysis
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Science, Management
Cardinal Stritch University 2001 — 2003
Associate of Science, Business
Messmer High School
Messmer High School
Fiserv March 2014 - Present
US Bancorp Fund Services August 2011 - March 2014
Milwaukee Public Schools September 2009 - September 2011
Robert W. Baird & Co. September 2007 - March 2009
Skills
Lotus Notes, Teamwork, Customer Service, Outlook, Financial Analysis, Accounting, Administrative..., Microsoft Office, Team Leadership, Performance Management, Leadership, Microsoft Excel, Analysis
Education
Cardinal Stritch University 2006 — 2008
Bachelor of Science, Management
Cardinal Stritch University 2001 — 2003
Associate of Science, Business
Messmer High School
Messmer High School
Yurina Lee's U.S. Bancorp Fund Services Experience July 2007 - Present
Job VP at US Bank/Alternative Investment Solutions
Industry Facilities Services
Experience
U.S. Bancorp Fund Services July 2007 - Present
Skills
Securities, Bonds, Alternative Investments, Investments, Bloomberg Terminal, Trading, Fund Administration, PowerPoint, Microsoft Word, Financial Services, Quantitative Analytics
Education
American University 2003 — 2007
BA/BS, Finance and Economics
American University - Kogod School of Business 2003 — 2007
Bachelor of Science (BS), Finance and Economics
U.S. Bancorp Fund Services July 2007 - Present
Skills
Securities, Bonds, Alternative Investments, Investments, Bloomberg Terminal, Trading, Fund Administration, PowerPoint, Microsoft Word, Financial Services, Quantitative Analytics
Education
American University 2003 — 2007
BA/BS, Finance and Economics
American University - Kogod School of Business 2003 — 2007
Bachelor of Science (BS), Finance and Economics
Dana Armour's U.S. Bancorp Fund Services Experience 2013 - 2014
Job Executive Vice President at U.S. Bancorp
Industry Financial Services
Experience
U.S. Bancorp Executive Vice President Executive Vice PresidentSenior Vice PresidentU.S. Bancorp Fund Services, LLC1989 - Present
U.S. Bancorp Fund Services 2013 - 2014
Skills
Asset Managment, Mutual Funds, Financial Services, Securities
Education
Alverno College 1988 — 1992
U.S. Bancorp Executive Vice President Executive Vice PresidentSenior Vice PresidentU.S. Bancorp Fund Services, LLC1989 - Present
U.S. Bancorp Fund Services 2013 - 2014
Skills
Asset Managment, Mutual Funds, Financial Services, Securities
Education
Alverno College 1988 — 1992
Jason Gyulay's U.S. Bancorp Fund Services Experience November 2007 - Present
Job Systems Intergration at US Bancorp Fund Services
Industry Investment Management
Experience
US Bancorp Fund Services November 2007 - Present
SCCA 1991 - Present
Ducks Unlimited 2008 - January 2013
US Bancorp Fund Services August 1999 - October 2007
US Bancorp Fund Services August 1997 - July 1999
Skills
Microsoft Office, Process Improvement, Investments, Team Building, Risk Management, Business Analysis, Leadership, Strategic Planning, Banking, Customer Service, Budgets, Financial Analysis, Microsoft Excel, Management, New Business Development, Marketing, Project Management, Negotiation, Program Management, Change Management, Operations Management, Project Planning, Visio, Sales Management, Analysis, Training, Microsoft Word
Education
Calvin College 1987 — 1991
US Bancorp Fund Services November 2007 - Present
SCCA 1991 - Present
Ducks Unlimited 2008 - January 2013
US Bancorp Fund Services August 1999 - October 2007
US Bancorp Fund Services August 1997 - July 1999
Skills
Microsoft Office, Process Improvement, Investments, Team Building, Risk Management, Business Analysis, Leadership, Strategic Planning, Banking, Customer Service, Budgets, Financial Analysis, Microsoft Excel, Management, New Business Development, Marketing, Project Management, Negotiation, Program Management, Change Management, Operations Management, Project Planning, Visio, Sales Management, Analysis, Training, Microsoft Word
Education
Calvin College 1987 — 1991
Brian Wucherpfennig's U.S. Bancorp Fund Services Experience April 2006 - November 2006
Job Client Administration Team at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2014 - Present
Wells Fargo Advantage Funds November 2007 - November 2014
Wells Fargo Advantage Funds November 2006 - October 2007
U.S. Bancorp Fund Services April 2006 - November 2006
U.S. Bancorp Fund Services April 2005 - April 2006
Skills
Financial Services, Mutual Funds, Leadership
Education
St. Norbert College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Capital Management December 2014 - Present
Wells Fargo Advantage Funds November 2007 - November 2014
Wells Fargo Advantage Funds November 2006 - October 2007
U.S. Bancorp Fund Services April 2006 - November 2006
U.S. Bancorp Fund Services April 2005 - April 2006
Skills
Financial Services, Mutual Funds, Leadership
Education
St. Norbert College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jodie Zarnowski's U.S. Bancorp Fund Services Experience February 1993 - Present
Job Systems Support Analyst US Bancorp Mutual Fund Services, LLC
Industry Financial Services
Experience
US Bancorp Fund Services February 1993 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Access, Banking, Outlook, Software Documentation, Troubleshooting, Vendor Management, Leadership
Education
Ottawa University
US Bancorp Fund Services February 1993 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Access, Banking, Outlook, Software Documentation, Troubleshooting, Vendor Management, Leadership
Education
Ottawa University
Shannon Jagodinski's U.S. Bancorp Fund Services Experience April 2002 - January 2004
Job Senior Manager, Client Accounting at Artisan Partners
Industry Investment Management
Experience
Artisan Partners Limited Partnership 2004 - Present
U.S. Bancorp Fund Services April 2002 - January 2004
Arthur Andersen August 1999 - April 2002
Skills
Financial Reporting, Mutual Funds, Fund Accounting, SEC filings, Financial Analysis, Investments, Equities, Asset Management, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
University of Northern Iowa 1995 — 1999
Bachelor's, Accounting
Artisan Partners Limited Partnership 2004 - Present
U.S. Bancorp Fund Services April 2002 - January 2004
Arthur Andersen August 1999 - April 2002
Skills
Financial Reporting, Mutual Funds, Fund Accounting, SEC filings, Financial Analysis, Investments, Equities, Asset Management, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
University of Northern Iowa 1995 — 1999
Bachelor's, Accounting
Anita Netolicka's U.S. Bancorp Fund Services Experience November 2011 - Present
Job Client Relationship Manager | Project Manager | Business Consultant Analyst
Industry Financial Services
Experience
US Bancorp Fund Services November 2011 - Present
Skills
Financial Analysis, Finance, Financial Services, Mutual Funds, Risk Management, Team Building, Relationship Management, Project Management, Team Leadership, Business Analysis, CRM, Marketing, Recruiting, Leadership, Investments, Strategic Planning, Business Strategy, Change Management, Program Management, Communication, Cross-functional Team..., Organizational..., Business Process..., Business Intelligence, New Business Development, Market Analysis, Fashion, Specialty Coffee, Outlook, Art History, Fashion Design, Microsoft Excel, Microsoft Office, Customer Service, Management
Education
Marquette University 1994 — 1998
BS
University of Wisconsin-Milwaukee 2004 — 2007
MA
International School of Duesseldorf 1986 — 1993
US Bancorp Fund Services November 2011 - Present
Skills
Financial Analysis, Finance, Financial Services, Mutual Funds, Risk Management, Team Building, Relationship Management, Project Management, Team Leadership, Business Analysis, CRM, Marketing, Recruiting, Leadership, Investments, Strategic Planning, Business Strategy, Change Management, Program Management, Communication, Cross-functional Team..., Organizational..., Business Process..., Business Intelligence, New Business Development, Market Analysis, Fashion, Specialty Coffee, Outlook, Art History, Fashion Design, Microsoft Excel, Microsoft Office, Customer Service, Management
Education
Marquette University 1994 — 1998
BS
University of Wisconsin-Milwaukee 2004 — 2007
MA
International School of Duesseldorf 1986 — 1993
Michael Truyman, CFA, CPCU's U.S. Bancorp Fund Services Experience August 2002 - August 2005
Job Director of Finance at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Stephanie Schuh-Athorp's U.S. Bancorp Fund Services Experience May 2002 - March 2006
Job Accountant at Crabel Capital Management, LLC
Industry Investment Management
Experience
Crabel Capital Management, LLC March 2006 - March 2011
U.S. Bancorp Fund Services May 2002 - March 2006
K. Singh & Associates, Inc. May 2001 - January 2002
Bevco Precision Manufacturing September 1999 - August 2001
BNY Clearing Services October 1996 - September 1999
H&R Block January 1999 - April 1999
Skills
Account Reconciliation, Payroll, Accounts Payable, Auditing, QuickBooks, Invoicing
Education
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 2002
Bachelor of Business Administration, Accounting
Lakeland College 1991 — 1996
Bachelor of Arts, International Business, Marketing
Crabel Capital Management, LLC March 2006 - March 2011
U.S. Bancorp Fund Services May 2002 - March 2006
K. Singh & Associates, Inc. May 2001 - January 2002
Bevco Precision Manufacturing September 1999 - August 2001
BNY Clearing Services October 1996 - September 1999
H&R Block January 1999 - April 1999
Skills
Account Reconciliation, Payroll, Accounts Payable, Auditing, QuickBooks, Invoicing
Education
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 2002
Bachelor of Business Administration, Accounting
Lakeland College 1991 — 1996
Bachelor of Arts, International Business, Marketing
Erin Brady, CPLP's U.S. Bancorp Fund Services Experience May 2008 - Present
Job Managing training strategy at U.S. Bancorp Fund Services as Training Manager / Assistant Vice President
Industry Financial Services
Experience
U.S. Bancorp Fund Services May 2008 - Present
U.S. Bancorp Fund Services April 2004 - May 2008
Strong September 2003 - April 2004
Wisconsin Humane Society 2001 - 2003
Skills
CPLP, Member of Toastmasters, Learning Management, Employee Training, Learning Management..., Coaching, Nonprofits, Training, Needs Analysis, Staff Development, Customer Service, Public Speaking, Instructor-led Training, Instructional Design
Education
Alverno College 2006 — 2008
Masters, Instructional Design
Alverno College 1996 — 2000
BA, Business Management / Computer Studies
U.S. Bancorp Fund Services May 2008 - Present
U.S. Bancorp Fund Services April 2004 - May 2008
Strong September 2003 - April 2004
Wisconsin Humane Society 2001 - 2003
Skills
CPLP, Member of Toastmasters, Learning Management, Employee Training, Learning Management..., Coaching, Nonprofits, Training, Needs Analysis, Staff Development, Customer Service, Public Speaking, Instructor-led Training, Instructional Design
Education
Alverno College 2006 — 2008
Masters, Instructional Design
Alverno College 1996 — 2000
BA, Business Management / Computer Studies
Mark Novacek's U.S. Bancorp Fund Services Experience January 2001 - March 2005
Job President at Southeast Wisconsin Process, LLC
Industry Legal Services
Experience
Southeast Wisconsin Process, LLC March 2005 - Present
US Bancorp Fund Services January 2001 - March 2005
Skills
Process Improvement, Securities, Strategic Planning, Public Speaking, Customer Service, Negotiation
Education
Marquette University 2001 — 2004
MBA
Marquette University 1996 — 2000
BS, Finance & Economics
Southeast Wisconsin Process, LLC March 2005 - Present
US Bancorp Fund Services January 2001 - March 2005
Skills
Process Improvement, Securities, Strategic Planning, Public Speaking, Customer Service, Negotiation
Education
Marquette University 2001 — 2004
MBA
Marquette University 1996 — 2000
BS, Finance & Economics
Joua Yang's U.S. Bancorp Fund Services Experience September 2007 - June 2009
Job Contractor
Industry Banking
Experience
Blast Fitness April 2013 - Present
Manpower April 2013 - Present
KD Concepts October 2012 - February 2013
JPMorgan Chase January 2010 - October 2012
Accountemps June 2009 - December 2009
US Bancorp Fund Services September 2007 - June 2009
Washington Mutual June 2006 - August 2007
Washington Mutual June 2003 - June 2006
Washington Mutual November 2002 - June 2003
Wynn Law Office January 2000 - November 2002
Education
Ottawa University
Bachelor of Business Administration
Blast Fitness April 2013 - Present
Manpower April 2013 - Present
KD Concepts October 2012 - February 2013
JPMorgan Chase January 2010 - October 2012
Accountemps June 2009 - December 2009
US Bancorp Fund Services September 2007 - June 2009
Washington Mutual June 2006 - August 2007
Washington Mutual June 2003 - June 2006
Washington Mutual November 2002 - June 2003
Wynn Law Office January 2000 - November 2002
Education
Ottawa University
Bachelor of Business Administration
Nicole Werrell's U.S. Bancorp Fund Services Experience December 2012 - February 2015
Job Loan Operations at H.I.G. Capital
Industry Financial Services
Experience
H.I.G. Capital February 2015 - Present
US Bancorp Fund Services December 2012 - February 2015
AIS Fund Administration September 2010 - November 2012
Skills
Hedge Funds, Fixed Income, Microsoft Excel
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
H.I.G. Capital February 2015 - Present
US Bancorp Fund Services December 2012 - February 2015
AIS Fund Administration September 2010 - November 2012
Skills
Hedge Funds, Fixed Income, Microsoft Excel
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
Jason Hadler's U.S. Bancorp Fund Services Experience 2003 - Present
Job SVPFund Administration at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
US Bancorp Fund Services 2003 - Present
Skills
Asset Managment, Securities, Mutual Funds, Investments, Portfolio Management, Asset Management, Alternative Investments, SEC filings, Hedge Funds, Series 63, Series 7, Wealth Management, Asset Allocation, Equities, Investment Management, Financial Services, SEC Filings
Education
Marquette University
US Bancorp Fund Services 2003 - Present
Skills
Asset Managment, Securities, Mutual Funds, Investments, Portfolio Management, Asset Management, Alternative Investments, SEC filings, Hedge Funds, Series 63, Series 7, Wealth Management, Asset Allocation, Equities, Investment Management, Financial Services, SEC Filings
Education
Marquette University
Scott Claxton's U.S. Bancorp Fund Services Experience October 2007 - February 2012
Job Application Analyst at Aspirus
Industry Hospital & Health Care
Experience
Aspirus February 2012 - Present
US Bancorp Fund Services October 2007 - February 2012
US Bancorp Fund Services March 2006 - October 2007
Ameriprise Financial Services, Inc. 2005 - 2005
Skills
OnBase Certified System..., Visio, Access, System Administration, Troubleshooting, OnBase, Active Directory, Systems Analysis, Vendor Management, Business Analysis, Requirements Analysis
Education
Concordia University-Wisconsin 2002 — 2005
Bachelor of Science (BS), Marketing
Aspirus February 2012 - Present
US Bancorp Fund Services October 2007 - February 2012
US Bancorp Fund Services March 2006 - October 2007
Ameriprise Financial Services, Inc. 2005 - 2005
Skills
OnBase Certified System..., Visio, Access, System Administration, Troubleshooting, OnBase, Active Directory, Systems Analysis, Vendor Management, Business Analysis, Requirements Analysis
Education
Concordia University-Wisconsin 2002 — 2005
Bachelor of Science (BS), Marketing
Nick LeFevre's U.S. Bancorp Fund Services Experience April 2008 - February 2009
Job
Industry Hospital & Health Care
Experience
JPMorgan Chase & Co. July 2010 - July 2015
U.S. Bancorp Fund Services April 2008 - February 2009
Community First Credit Union November 2002 - August 2003
Education
Campbell University 2015 — 2019
Osteopathic Medicine/Osteopathy
City Colleges of Chicago 2011 — 2014
Pre-Medicine/Pre-Medical Studies
DePaul University 2010 — 2011
Information Systems
University of Wisconsin-Whitewater 2003 — 2007
Bachelor's of Business Administration, International Business, Spanish
JPMorgan Chase & Co. July 2010 - July 2015
U.S. Bancorp Fund Services April 2008 - February 2009
Community First Credit Union November 2002 - August 2003
Education
Campbell University 2015 — 2019
Osteopathic Medicine/Osteopathy
City Colleges of Chicago 2011 — 2014
Pre-Medicine/Pre-Medical Studies
DePaul University 2010 — 2011
Information Systems
University of Wisconsin-Whitewater 2003 — 2007
Bachelor's of Business Administration, International Business, Spanish
Bill Langosch's U.S. Bancorp Fund Services Experience September 2007 - December 2008
Job Project Analyst
Industry Information Technology and Services
Experience
Kohl's Department Stores August 2014 - Present
FIS January 2009 - Present
Advicent Solutions May 2014 - August 2014
U.S. Bancorp May 2008 - December 2008
U.S. Bancorp Fund Services September 2007 - December 2008
Skills
Project Management, Strategic Planning, Business Analysis, SQL, Business Intelligence, Data Analysis, MS Project, Software Development, Microsoft Excel, Customer Service, PowerPoint, Strategy, Visio, Microsoft Word, SharePoint, Public Speaking, New Business Development, Integration, Software Documentation, Microsoft SQL Server, Databases, Software Project..., Microsoft Office, SDLC, Selling, Team Leadership, Process Improvement, Data Mining, Management, Sales, Research, Analysis, SaaS, CRM, Requirements Gathering, Software Implementation, Agile Project Management, Consulting, Business Objects
Education
Marquette University 2005 — 2009
Bachelor's of Science, Finance, Information Technology
Kohl's Department Stores August 2014 - Present
FIS January 2009 - Present
Advicent Solutions May 2014 - August 2014
U.S. Bancorp May 2008 - December 2008
U.S. Bancorp Fund Services September 2007 - December 2008
Skills
Project Management, Strategic Planning, Business Analysis, SQL, Business Intelligence, Data Analysis, MS Project, Software Development, Microsoft Excel, Customer Service, PowerPoint, Strategy, Visio, Microsoft Word, SharePoint, Public Speaking, New Business Development, Integration, Software Documentation, Microsoft SQL Server, Databases, Software Project..., Microsoft Office, SDLC, Selling, Team Leadership, Process Improvement, Data Mining, Management, Sales, Research, Analysis, SaaS, CRM, Requirements Gathering, Software Implementation, Agile Project Management, Consulting, Business Objects
Education
Marquette University 2005 — 2009
Bachelor's of Science, Finance, Information Technology
Peter Jinks's U.S. Bancorp Fund Services Experience December 2012 - February 2015
Job Global Head of Operations, Alternative Investments at USBFS
Industry Financial Services
Experience
US Bancorp Fund Services December 2012 - February 2015
AIS Fund Administration September 2002 - November 2012
Skills
Fixed Income, Equities, Alternative Investments, Derivatives, Asset Management, Financial Analysis, Bloomberg, Investments, Portfolio Management
Education
Kingston University
Tiffin Boys School
US Bancorp Fund Services December 2012 - February 2015
AIS Fund Administration September 2002 - November 2012
Skills
Fixed Income, Equities, Alternative Investments, Derivatives, Asset Management, Financial Analysis, Bloomberg, Investments, Portfolio Management
Education
Kingston University
Tiffin Boys School
Heidi Baier's U.S. Bancorp Fund Services Experience August 2012 - September 2013
Job Internal Audit Specialist Institutional Investments & Finance
Industry Investment Management
Experience
Northwestern Mutual May 2015 - Present
Northwestern Mutual October 2013 - May 2015
US Bancorp Fund Services August 2012 - September 2013
US Bancorp Fund Services October 2010 - September 2013
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Finance, Leadership, Customer Service, Investments, Banking, Financial Analysis, Fixed Income, Fund Administration, Process Improvement
Education
Marquette University 2004 — 2008
BS in Finance, Finance and Investments
Northwestern Mutual May 2015 - Present
Northwestern Mutual October 2013 - May 2015
US Bancorp Fund Services August 2012 - September 2013
US Bancorp Fund Services October 2010 - September 2013
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Finance, Leadership, Customer Service, Investments, Banking, Financial Analysis, Fixed Income, Fund Administration, Process Improvement
Education
Marquette University 2004 — 2008
BS in Finance, Finance and Investments
Travis Kortuem's U.S. Bancorp Fund Services Experience July 2007 - June 2010
Job Federal Tax Senior Associate at KPMG US
Industry Banking
Experience
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
KPMG US April 2015 - Present
Hartford Funds August 2013 - March 2015
Columbia Management June 2013 - July 2013
Columbia Management June 2010 - May 2013
US Bancorp Fund Services July 2007 - June 2010
H & R Block January 2007 - April 2007
J & B Wholesale January 2003 - January 2006
Skills
Accounting, Tax, Financial Statements, Access, Income Tax, Peachtree, Analysis, Microsoft Excel, Mutual Funds, Credit, Tax Advisory, Microsoft Word, PowerPoint, Customer Service, Financial Planners
Education
Minnesota State University Moorhead (MSUM) 2004 — 2007
Bachelor of Science, Accounting
Minnesota State University, Moorhead 2004 — 2007
BS, Accounting
Stephen Zagari's U.S. Bancorp Fund Services Experience November 2012 - September 2014
Job Operations Engineer at Liquid Holdings Group
Industry Financial Services
Experience
Liquid Holdings Group, Inc. September 2014 - Present
U.S. Bancorp Fund Services November 2012 - September 2014
AIS Fund Administration July 2011 - November 2012
Bank of New York Mellon July 2007 - July 2011
Skills
Equities, Microsoft Office, Financial Modeling, Project Management, Fixed Income, Strategic Planning, Microsoft Excel, PowerPoint, Hedge Funds, Financial Analysis, Derivatives, Bloomberg Terminal, Bloomberg, Financial Reporting, Bonds, Treasury Management, Fund Accounting, Fund Administration, Swaps, Capital Markets, Prime Brokerage, Alternative Investments, Series 7, Banking, Financial Markets, Finance, Options, Private Equity, Corporate Actions, Collateral Management, Global Custody, Financial Services, Back Office, Valuation, Securities, Settlement, Fund Of Funds
Education
Bryant University 2003 — 2007
BS, Finance
Immaculata High School, Somerville, NJ Class of 2003 1999 — 2003
Liquid Holdings Group, Inc. September 2014 - Present
U.S. Bancorp Fund Services November 2012 - September 2014
AIS Fund Administration July 2011 - November 2012
Bank of New York Mellon July 2007 - July 2011
Skills
Equities, Microsoft Office, Financial Modeling, Project Management, Fixed Income, Strategic Planning, Microsoft Excel, PowerPoint, Hedge Funds, Financial Analysis, Derivatives, Bloomberg Terminal, Bloomberg, Financial Reporting, Bonds, Treasury Management, Fund Accounting, Fund Administration, Swaps, Capital Markets, Prime Brokerage, Alternative Investments, Series 7, Banking, Financial Markets, Finance, Options, Private Equity, Corporate Actions, Collateral Management, Global Custody, Financial Services, Back Office, Valuation, Securities, Settlement, Fund Of Funds
Education
Bryant University 2003 — 2007
BS, Finance
Immaculata High School, Somerville, NJ Class of 2003 1999 — 2003
Gina Kurtzweil's U.S. Bancorp Fund Services Experience November 2011 - April 2012
Job Tax Professional at H&R Block
Industry Financial Services
Experience
H&R Block Retirement SpecialistNationwide Retirement SolutionsJune 2012 - August 2012
US Bancorp Fund Services November 2011 - April 2012
Skills
Retirement Planning, Strategic Financial..., Investments
Education
Marquette University
Bachelor of Science (B.S.), Business Administration and Management, General
H&R Block Retirement SpecialistNationwide Retirement SolutionsJune 2012 - August 2012
US Bancorp Fund Services November 2011 - April 2012
Skills
Retirement Planning, Strategic Financial..., Investments
Education
Marquette University
Bachelor of Science (B.S.), Business Administration and Management, General
Phillip Koch's U.S. Bancorp Fund Services Experience February 2014 - Present
Job Tax Analyst at US Bancorp Fund Services
Industry Music
Experience
US Bancorp Fund Services February 2014 - Present
The Oilgear Company January 2004 - July 2011
KPMG 1998 - 2003
Skills
Income Tax, Corporate Tax, Tax Research, Tax, SEC filings, Music, Cash Management, Singing, Music Theory, Violin, Music Education, Musicians, Recording, Accounting, Symphony
Education
Eastman School of Music 1987 — 1989
Master of Music in Oboe Performance and Performer's Certificate, Music Performance
Northwestern University 1981 — 1985
Bachelor of Music, Music Performance, General
US Bancorp Fund Services February 2014 - Present
The Oilgear Company January 2004 - July 2011
KPMG 1998 - 2003
Skills
Income Tax, Corporate Tax, Tax Research, Tax, SEC filings, Music, Cash Management, Singing, Music Theory, Violin, Music Education, Musicians, Recording, Accounting, Symphony
Education
Eastman School of Music 1987 — 1989
Master of Music in Oboe Performance and Performer's Certificate, Music Performance
Northwestern University 1981 — 1985
Bachelor of Music, Music Performance, General
Angela Bonilha's U.S. Bancorp Fund Services Experience October 2007 - Present
Job
Industry Banking
Experience
U.S. Bank October 2007 - Present
US Bancorp Fund Services October 2007 - Present
Racine Metal-Fab Ltd October 2005 - May 2007
UMB Fund Services, Inc June 2004 - August 2005
US Bank May 2002 - September 2003
Skills
Mutual Funds, Financial Statements, Regulatory Compliance, 1940 Act, Investments, SEC Filings, Board of Directors..., Equities, Equity Derivatives, Expense Analysis, Dividends, G/L Reconciliations, G/L Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Microsoft Office, Adobe Acrobat, Confluence, STAR, Charles River IMS, Merrill N-SAR Manager, Bloomberg Terminal, Lipper
Education
Marquette University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, Marketing
U.S. Bank October 2007 - Present
US Bancorp Fund Services October 2007 - Present
Racine Metal-Fab Ltd October 2005 - May 2007
UMB Fund Services, Inc June 2004 - August 2005
US Bank May 2002 - September 2003
Skills
Mutual Funds, Financial Statements, Regulatory Compliance, 1940 Act, Investments, SEC Filings, Board of Directors..., Equities, Equity Derivatives, Expense Analysis, Dividends, G/L Reconciliations, G/L Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Microsoft Office, Adobe Acrobat, Confluence, STAR, Charles River IMS, Merrill N-SAR Manager, Bloomberg Terminal, Lipper
Education
Marquette University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, Marketing