U.S. Bancorp Fund Services, LLC

Industry: Company

Description

Founded: 1969 Parent organization: U.S. Bank

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U.S. Bancorp Fund Services, LLC Employees

Employee
Years
Job
Industry
Jack Kallies Jack Kallies Milwaukee, Wisconsin Details
Jack Kallies's U.S. Bancorp Fund Services, LLC Experience April 2012 - Present
Job Quality Control Analyst at U.S. Bancorp
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   April 2012 - Present
Gross Automation   June 2007 - April 2012

Skills
Dependable Team Player, International Sales, Purchase Management, Inventory Control, Pricing, Purchasing, Sales, Bilingual-English/Spanis..., Mutual Funds, Global Sourcing, Sales Management, Microsoft Excel, Management, Inventory Management, Microsoft Office, Strategic Planning, Highly detail oriented, Computer Proficiency, Marketing Strategy, Leadership, Public Speaking, Team Building, Time Management

Education
St. Norbert College   2002 — 2006
Bachelor's degree, Business Administration and Management, General

Andy Verwey, MBA Andy Verwey, MBA Milwaukee, Wisconsin Details
Andy Verwey, MBA's U.S. Bancorp Fund Services, LLC Experience February 2014 - Present
Job Instructional Designer / Trainer at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
US Bancorp Fund Services LLC  February 2014 - Present
University of Phoenix  April 2009 - November 2013
Wisconsin Hospitality Group  September 2004 - June 2009
National Salon Resources  September 2007 - April 2009
Wisconsin Hospitality Group  March 2006 - June 2006

Skills
Public Speaking, Higher Education, Team Leadership, Leadership, Leadership Development, Training, Staff Development, Networking, E-Learning, Teamwork, Employee Training, Adult Education, Microsoft Office, Marketing

Education
University of Phoenix
Masters, Business Administration

University of Wisconsin-Milwaukee
Bachelors of Science, Business Administration, Marketing

Benjamin Falk Benjamin Falk Milwaukee, Wisconsin Details
Benjamin Falk's U.S. Bancorp Fund Services, LLC Experience December 2013 - Present
Job Mutual Fund Administrator at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   December 2013 - Present
Robert W. Baird & Co.   May 2013 - December 2013
University of Wisconsin Sports Marketing Department   August 2012 - August 2013
b.Line - Wisconsin School of Business Student Magazine   September 2010 - December 2012
540 ESPN Radio (Good Karma Broadcasting LLC)   May 2012 - August 2012
MACC Fund   2010 - 2012

Skills
Sports Marketing, Facebook, Sports, Business Writing, Microsoft Office, Microsoft Word, Adobe Audition, Financial Analysis, Mutual Funds, Promotions, Sports Radio, Microsoft Excel, WordPress, Microsoft CRM, Hootsuite

Education
University of Wisconsin-Madison   2010 — 2013
Bachelor of Business Administration, Finance, Investment and Banking; Marketing, 3.5 GPA

Iowa State University   2009 — 2010

Logan Lindabury Logan Lindabury Greater New York City Area Details
Logan Lindabury's U.S. Bancorp Fund Services, LLC Experience October 2012 - July 2014
Job PostBaccalaureate PreMed
Industry Higher Education
Experience
Penn Medicine, University of Pennsylvania Health System  August 2014 - May 2015
U.S. Bancorp Fund Services, LLC   October 2012 - July 2014
Netcong Dry Cleaners & Laundromat   September 2004 - July 2014
Colavito & Associates LLC CPAs   September 2011 - October 2012

Skills
Auditing, Tax Preparation, Compilation Of..., CCH ProSystem fx, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bookkeeping, Critical Thinking, Communication, Multitasking Skills, Creativity, Teamwork, Leadership, Highly self-motivated, Energetic, Reliable, Determined to Succeed, Work Well Independently, Collaborative Problem..., Flexible, Integrity, PowerPoint

Education
University of Pennsylvania   2014 — 2015
Post-Baccalaureate Pre-Health Program

Centenary College   2012 — 2014
Master of Business Administration (M.B.A.)

Ramapo College of New Jersey   2010 — 2012
Bachelor of Science, Accounting

County College of Morris   2008 — 2010
Associates of Science, Business Administration

Emily Enslow Emily Enslow Greater Milwaukee Area Details
Emily Enslow's U.S. Bancorp Fund Services, LLC Experience July 2013 - Present
Job 1940 Act Attorney for US Bancorp Fund Services, LLC
Industry Legal Services
Experience
U.S. Bancorp Fund Services, LLC   July 2013 - Present
Artisan Partners  February 2012 - July 2013
Turner & Flessas S.C.   May 2011 - December 2011

Skills
Contract Law, Contract Management, Corporate Law, Legal Compliance, Securities, Securities Regulation, Westlaw, Financial Services, Investments

Education
Marquette University   2010 — 2012
Doctor of Law (J.D.), Law

Hamline University School of Law   2009 — 2010
Juris Doctorate, Law

University of Wisconsin-La Crosse   2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government

Wauwatosa West High School

Paul Kolmodin Paul Kolmodin Dallas/Fort Worth Area Details
Paul Kolmodin's U.S. Bancorp Fund Services, LLC Experience September 2000 - September 2006
Job Solutions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2013 - Present
Fannie Mae  August 2012 - May 2013
1st Global  January 2012 - August 2012
Robert W. Baird & Co.   September 2006 - January 2012
US Bancorp Fund Services LLC  September 2000 - September 2006
Cincinnati Tool Steel  January 2000 - June 2000
PrimeCast   1999 - 2000
Carthage College  1995 - 1999

Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing

Education
Carthage College   1995 — 1999
Bachelor of Arts (BA), Mathematics

South Beloit High School   1991 — 1995

Amy Witmer Amy Witmer Greater Milwaukee Area Details
Amy Witmer's U.S. Bancorp Fund Services, LLC Experience December 2007 - Present
Job Relationship Manager at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   December 2007 - Present
Swiss Financial Services, Inc.   October 2003 - October 2007
National Fraternal Congress of America   November 2001 - October 2003

Skills
Relationship Management, Investments, Wealth Management, Financial Analysis, Mutual Funds, Cross Selling, Fund Accounting, Investment Management, Hedge Funds, Alternative Investments

Education
Silver Lake College   1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting

Lakeshore Technical College   1979 — 1981
Associate's degree, Accounting

Andrew Flak Andrew Flak Greater New York City Area Details
Andrew Flak's U.S. Bancorp Fund Services, LLC Experience June 2008 - Present
Job Fund Accountant : US Bancorp Fund Services LLC
Industry Financial Services
Experience
US Bancorp Fund Services LLC  June 2008 - Present
UPS  December 2004 - May 2008

Skills
Hedge Funds, Portfolio Management, Mutual Funds, Auditing, Bloomberg, Fund Accounting

Education
Florida Southern College   2006 — 2008
BS, Business Administration - Finance

Michael Barolsky Michael Barolsky Milwaukee, Wisconsin Details
Michael Barolsky's U.S. Bancorp Fund Services, LLC Experience May 2012 - Present
Job President at Angel Oak Funds Trust
Industry Legal Services
Experience
ETF Series Solutions   February 2014 - Present
Angel Oak Funds Trust   2014 - Present
U.S. Bancorp Fund Services, LLC   May 2012 - Present
Griffin Condominium Unit Owners Association   2006 - Present
Thompson Hine LLP  September 2008 - May 2012
Deloitte Consulting  August 2003 - August 2005
Societe Generale  2002 - 2002

Skills
Mutual Funds, Securities Law, Securities Offerings, Securities, Securities Regulation, Corporate Governance, Legal Research, Corporate Law, Legal Writing, Asset Managment, ETFs, 1940 Act, Securities Exchange Act..., Asset Management, Investment Management, Equities

Education
The George Washington University Law School   2005 — 2008
JD, Law

Boston University Questrom School of Business   2000 — 2003
BSBA, Business Management and Administration

Boston University   1999 — 2003
BA, Global Business and Political Dynamics

Liberty High School   1995 — 1999

Bud Slotky Bud Slotky Greater Los Angeles Area Details
Bud Slotky's U.S. Bancorp Fund Services, LLC Experience July 2014 - Present
Job Retired
Industry Investment Management
Experience
U.S. Bancorp Fund Services, LLC   July 2014 - Present
U.S. Bancorp Fund Services, LLC   July 2001 - July 2014
Investment Company Administration, LLC   1997 - July 2001
Wanger Asset Management   June 1992 - June 1996
Calamos Asset Management   April 1984 - June 1992
Bradley University  September 1971 - August 1973
Northern Illinois University  September 1969 - August 1971

Education
Northern Illinois University   1969 — 1972
Master of Science, Accounting

Northern Illinois University   1965 — 1969
Bachelor of Science, Accounting

Thomas Marschel Thomas Marschel Phoenix, Arizona Area Details
Thomas Marschel's U.S. Bancorp Fund Services, LLC Experience January 2002 - Present
Job VP/Unit Manager at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  January 2002 - Present
Investment Company Administration, LLC   January 1999 - December 2001
Investment Company Administration, LLC   January 1997 - December 1998
Investment Company Administration, LLC   October 1995 - December 1996
SEI Fund Resources Company   April 1995 - July 1995
SEI Fund Resources Company   January 1994 - March 1995

Skills
Fund Accounting, Fund Administration, Mutual Funds, Corporate Actions, SEC filings, Securities, Financial Analysis, Financial Reporting, System Conversion, Employee Training, GAAP, Accounting, Budgets, Portfolio Management, Investments, Internal Audit, Asset Management, Process Improvement, Auditing, Management, Analysis, Financial Statements

Education
Arizona State University, W. P. Carey School of Business   1997 — 2000
MBA

University of Missouri-Columbia, College of Business   1989 — 1993
BS BA, Double Major - Finance / Real Estate

Jason Shlensky Jason Shlensky Greater Milwaukee Area Details
Jason Shlensky's U.S. Bancorp Fund Services, LLC Experience August 2010 - Present
Job Mutual Fund Accountant at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  August 2010 - Present
Time Warner Cable  June 2010 - August 2010
Time Warner Cable  May 2009 - August 2009
M&I Financial Advisors, Inc.   2008 - 2009
M&I Bank  June 2005 - August 2006

Skills
Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, Accounting, Account Reconciliation, Bloomberg, Marketing

Education
Indiana University - Kelley School of Business   2006 — 2010
Bachelor of Science in Business, Finance and Operations Management

Indiana University Bloomington

Joe Breiner Joe Breiner Greater Milwaukee Area Details
Joe Breiner's U.S. Bancorp Fund Services, LLC Experience
Job Assistant Vice President, Relationship Manager, US Bancorp Fund Services, LLC
Industry Financial Services
Experience
US Bancorp Fund Services, LLC 

Skills
Mutual Funds, Restructuring

Education
Cardinal Stritch University   1988 — 1993

Alexander Alvey Alexander Alvey Salt Lake City, Utah Details
Alexander Alvey's U.S. Bancorp Fund Services, LLC Experience April 2013 - December 2014
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  January 2015 - Present
U.S. Bancorp Fund Services, LLC   April 2013 - December 2014
U.S. Bank   July 2011 - March 2013
Merrill Lynch  September 2010 - December 2010

Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Internal Controls, Cash Flow, Financial Accounting, General Ledger, Financial Statements, Accounts Receivable

Education
Marquette University   2013 — 2014
Master of Business Administration (MBA), Finance, General

University of Wisconsin-Milwaukee   2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Eric Pinciss Eric Pinciss Greater Los Angeles Area Details
Eric Pinciss's U.S. Bancorp Fund Services, LLC Experience January 2012 - Present
Job Financial Services Attorney Vice President, USBFS
Industry Law Practice
Experience
U.S. Bancorp Fund Services, LLC   January 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   September 2011 - January 2012
Quinn Emanuel  January 2011 - April 2011
Quinn Emanuel  August 2010 - November 2010
Lowenstein Sandler PC  November 2009 - May 2010
Kramer Levin Naftalis & Frankel  June 2007 - May 2009
Jorden Burt, LLP  January 2005 - June 2007
Arnold & Porter  December 2004 - January 2005
FieldWorks  August 2004 - November 2004
Boston University School of Law  January 2004 - May 2004

Skills
SOX, SEC filings, Securities Law, Securities Regulation, Legal Research, Legal Writing, Legal Issues, SEC compliance, SEC, Corporate Governance, Investment Company Act, Sarbanes-Oxley Act, Trusted Advisor, Contract Negotiation, Due Diligence, Corporate Law, Mergers & Acquisitions, Litigation, Legal Compliance, Financial Services, Mutual Funds, Securities, Structured Finance, Courts

Education
Boston University School of Law   2003 — 2004
LLM

Benjamin N. Cardozo School of Law, Yeshiva University   2000 — 2003
JD

Columbia University in the City of New York   1994 — 1998
BA

Daphne Roy Daphne Roy Greater Milwaukee Area Details
Daphne Roy's U.S. Bancorp Fund Services, LLC Experience October 2008 - March 2010
Job Business Owner at Soft Paws, LLC
Industry Law Practice
Experience
Soft Paws, LLC   June 2012 - Present
U.S. Bancorp Fund Services, LLC   October 2008 - March 2010
Davis & Kuelthau, s.c.   February 2007 - May 2008
The Schroeder Group, s.c., Attorneys at Law   December 2005 - December 2006
Standard & Poor's   August 2004 - July 2005
State of Wisconsin, Department of Justice   May 2003 - November 2003
Wisconsin Court of Appeals, District II   August 2002 - December 2002
Robert W. Baird & Co. Incorporated   October 1999 - May 2001
Strong Capital Management, Inc.   March 1996 - August 1998

Skills
Securities, Due Diligence, Legal Writing, Corporate Law, Civil Litigation, Mergers, Corporate Governance, Mergers & Acquisitions, Trial Practice, Bankruptcy, Tax, Policy, Commercial Litigation, Legal Advice, Risk Management, Appeals, Investments, Estate Planning, Contract Negotiation, Real Estate, Mediation, Legal Research

Education
Marquette University Law School   2001 — 2004
J.D., Law

Creighton University   1990 — 1994
B.S.B.A., Accounting

Damar Pessoa Damar Pessoa Greater New York City Area Details
Damar Pessoa's U.S. Bancorp Fund Services, LLC Experience January 2015 - Present
Job Hedge Fund Central Operations at U.S. Bancorp Fund Services
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   January 2015 - Present
U.S. Bancorp Fund Services, LLC   January 2013 - December 2014
AIS Fund Administration  October 2012 - December 2012

Skills
Bloomberg Terminal, SQL, Data Mapping, Securities, Fixed Income, Equities, Public Speaking, Data Analysis, Microsoft Excel, Accounting

Education
Fairleigh Dickinson University-Metropolitan Campus   2012 — 2014
Master of Business Administration (MBA), Finance

Fairleigh Dickinson University   2008 — 2012
BS, Business Management

Campion College

Ronald A Rojas, MBA Ronald A Rojas, MBA Greater New York City Area Details
Ronald A Rojas, MBA's U.S. Bancorp Fund Services, LLC Experience March 2013 - Present
Job
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   March 2013 - Present
Bank of America  February 2011 - March 2013

Education
Montclair State University   2013 — 2015
Master of Business Administration (MBA), Finance

Montclair State University   2007 — 2011
Bachelors of Science, Finance/International Business, 3.6

Justin Jaet, CPA Justin Jaet, CPA Chicago, Illinois Details
Justin Jaet, CPA's U.S. Bancorp Fund Services, LLC Experience June 2011 - May 2012
Job Audit Staff at EY
Industry Accounting
Experience
EY  March 2014 - June 2015
Legacy Professionals LLP  January 2013 - March 2014
U.S. Bancorp Fund Services, LLC   June 2011 - May 2012
Managed Health Services  May 2010 - August 2010
Radke & Schlesner, S.C   January 2009 - April 2009

Skills
Microsoft Excel, Accounting, PowerPoint, Financial Modeling, Microsoft Word, Financial Reporting, Financial Accounting, Finance, Financial Analysis, Management

Education
Marquette University   2011 — 2012
Master of Science (M.S.), Accounting

Marquette University   2007 — 2011
Bachelor of Science (B.S.), Accounting

University of Antwerp   2009 — 2009
International Business

Jing-Xiu Li, CPA Jing-Xiu Li, CPA Greater Los Angeles Area Details
Jing-Xiu Li, CPA's U.S. Bancorp Fund Services, LLC Experience September 2012 - Present
Job Assistant Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   September 2012 - Present
Huntington Asset Services  January 2008 - September 2012
Ernst & Young  February 2002 - January 2008
Conseco  January 2000 - January 2002

Skills
Mutual Funds, Hedge Funds, Securities, Tax, Derivatives, Fund Of Funds, Financial Reporting, Financial Services, Tax Accounting, Financial Analysis

Education
Ball State University - College of Business   1997 — 1999
BS, Accounting, GPA 3.75 (in a 4.0 scale)

Guangdong Business College   1991 — 1995
Bachelor's Degree (Incomplete) in International Trade

Joseph M. Gibson Joseph M. Gibson Greater Milwaukee Area Details
Joseph M. Gibson's U.S. Bancorp Fund Services, LLC Experience June 2015 - Present
Job Fund Accountant II at U.S. Bank
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   June 2015 - Present
U.S. Bancorp Fund Services, LLC   June 2014 - May 2015
KE Camps  June 2012 - August 2013
Marquette University  May 2011 - August 2013
Milwaukee Secure Dentention Facility   January 2012 - July 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Public Speaking, Data Analysis, Research, Financial Analysis, Customer Service, Event Planning, Organization, Social Media

Education
Marquette University   2010 — 2014
Bachelor's Degree, Accounting

Marquette University   2010 — 2014
Bachelor's Degree, Finance

Rachel Harmer Rachel Harmer Greater Minneapolis-St. Paul Area Details
Rachel Harmer's U.S. Bancorp Fund Services, LLC Experience July 2011 - September 2012
Job AML/BSA Investigator
Industry Banking
Experience
U.S. Bank   December 2014 - Present
Regis Corporation  August 2014 - December 2014
Regis Corporation  September 2012 - August 2014
U.S. Bancorp Fund Services, LLC   July 2011 - September 2012
Minnesota Reading Corps  2010 - 2011
Matt Harmer Real Estate Group   2009 - 2010
Milwaukee Admirals  2008 - 2009

Skills
Anti Money Laundering, Bank Secrecy Act, Financial Crimes..., Financial Reporting, Financial Analysis, Leadership, Finance, Teamwork, Business Writing, Customer Service, Public Speaking, Written Correspondence, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Social Networking, Volunteer Management, Social Media, Volunteer Coordination, Child Advocacy, Leadership Development, Team Building, Facebook, Microsoft Office, Mutual Funds, Inventory Management, Staff Development, Social Media Marketing, Editing, Budget Monitoring, Email Marketing, Business Correspondence, Office 365

Education
University of Phoenix
Bachelor of Science (B.S.), Communication

University of Wisconsin-Milwaukee
Mediation Certificate

Roderick LeFlore Roderick LeFlore Greater Milwaukee Area Details
Roderick LeFlore's U.S. Bancorp Fund Services, LLC Experience September 2006 - Present
Job Investor Services Call Center Manager at US Bancorp Fund Services LLC
Industry Financial Services
Experience
US Bancorp Fund Services LLC  September 2006 - Present
US Bancorp LLC   June 2003 - September 2006
US Bancorp  November 1997 - June 2003
Uzzle Cadillac   1990 - 1995

Skills
Mutual Funds, Banking, Investments, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Securities, Financial Analysis, Retirement, Series 6, Insurance, Annuity Sales, Sales, Management, Microsoft Office, Asset Allocation, Financial Services, Asset Management, Team Leadership, Call Centers, Process Improvement, Leadership, Risk Management, Finance, Team Building, Strategic Planning, Customer Service, Relationship Management, Microsoft Excel, Analysis

Education
North Carolina Central University   1987 — 1989
Public Administration

Amber Krueger, CC, ALB, MBA Amber Krueger, CC, ALB, MBA Greater Milwaukee Area Details
Amber Krueger, CC, ALB, MBA's U.S. Bancorp Fund Services, LLC Experience May 2011 - July 2013
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

Stephen Basso, CPA Stephen Basso, CPA Phoenix, Arizona Details
Stephen Basso, CPA's U.S. Bancorp Fund Services, LLC Experience February 2010 - June 2014
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  June 2014 - Present
US Bancorp Fund Services, LLC  February 2010 - June 2014

Skills
Financial Accounting, Tax, Accounting

Education
Arizona State University   2012 — 2014
Master of Taxation, Taxation

Arizona State University   2007 — 2009
Bachelor of Science (B.S.), Accountancy

Vladimir Korotkiy Vladimir Korotkiy Boca Raton, Florida Details
Vladimir Korotkiy's U.S. Bancorp Fund Services, LLC Experience November 2005 - November 2006
Job Innovative, results oriented investment professional
Industry Investment Management
Experience
Artisan Partners  January 2014 - Present
Artisan Partners  April 2008 - December 2013
USBancorp Fund Services LLC   November 2006 - April 2008
U.S. Bancorp Fund Services, LLC   November 2005 - November 2006
JP Morgan Chase & Co.   September 2003 - November 2005
North Shore Bank  2001 - 2003

Skills
SQL, Investments, Finance, Fixed Income, Agile Methodologies, SSIS, C#, Business Analysis, ETL, SSRS, Requirements Analysis, Data Analysis, Software Engineering, RSL, Perl, Alternative Investments, Fund Accounting, Options Strategies, Geneva, Systems Analysis, Fixed Assets, IrionDQ, Fixed Income Products, ETFs, CRD, SS&C's Recon, Sage PFW, Sage Fixed Assets, Java, Java Enterprise Edition, SOA, Equities, Mutual Funds, Portfolio Management, Integration, Analysis, Asset Management, Financial Analysis, Microsoft Office

Education
University of Wisconsin-Milwaukee   2005 — 2007
Master of Science, Financial Analysis

University of Wisconsin-Milwaukee   2001 — 2003
Bachelor of Science, Computer Science

Odessa State Polytechnic University   1996 — 1998
N/A, Mechanical Engineering

Jessica Kessenich, MBA Jessica Kessenich, MBA Greater Milwaukee Area Details
Jessica Kessenich, MBA's U.S. Bancorp Fund Services, LLC Experience July 2010 - August 2014
Job Compliance Assurance Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2014 - Present
U.S. Bancorp Fund Services, LLC   July 2010 - August 2014
U.S. Bancorp Fund Services, LLC   November 2009 - July 2010
U.S. Bancorp Fund Services, LLC   August 2007 - November 2009
U.S. Bancorp Fund Services, LLC   October 2006 - August 2007
Northwestern Mutual  2005 - 2006

Skills
Financial Analysis, Microsoft Excel, Risk Management, Process Improvement, Banking, Mutual Funds, Business Analysis, Credit, Finance, Leadership, Financial Services, Analysis, Investments, Project Management, Management

Education
University of Wisconsin-Milwaukee   2007 — 2009
Master of Business Administration, Business, Finance

University of Minnesota-Twin Cities   2001 — 2005
Bachelor of Arts, Economics

Sean Bailey Sean Bailey Greater Milwaukee Area Details
Sean Bailey's U.S. Bancorp Fund Services, LLC Experience May 2013 - January 2014
Job Staff Accountant
Industry Financial Services
Experience
Scribner, Cohen and Company, S.C.   January 2014 - Present
U.S. Bancorp Fund Services, LLC   May 2013 - January 2014
West Allis-West Milwaukee School District  March 2008 - May 2013
Northwestern Mutual  May 2012 - January 2013
Zipfizz Corporation  October 2010 - May 2012

Skills
Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Microsoft Word, Outlook, Coaching, Leadership, Recruiting, Financial Analysis, English, Time Management, Program Management, Public Speaking, Financial Reporting, Fundraising, Financial Accounting, Karaoke, Windows, QuickBooks, ProSystem fx Tax, ProSystem fx Engagement

Education
University of Wisconsin-Milwaukee   2010 — 2012
Accounting

Marquette University   2006 — 2010

Brian William Arndt Brian William Arndt Eau Claire, Wisconsin Area Details
Brian William Arndt's U.S. Bancorp Fund Services, LLC Experience August 2007 - August 2008
Job Corporate Counsel at Menard, Inc.
Industry Legal Services
Experience
Menard, Inc.   February 2012 - Present
Wisconsin Department of Revenue  June 2010 - January 2011
Minnesota Disability Law Center  January 2009 - May 2009
U.S. Bancorp Fund Services, LLC   August 2007 - August 2008
U.S. Bancorp Fund Services, LLC   May 2006 - August 2007
U.S. Bancorp Fund Services, LLC   December 2004 - May 2006
Kathy’s House   May 2004 - May 2005

Skills
Legal Writing, Legal Research, Trademarks, ADA Compliance, FMLA, Workers Compensation..., Westlaw, PowerPoint, Microsoft Word, Accounting, C++, LexisNexis, Word, Excel, FASB Codification, Contract Negotiation, Real Estate Transactions, Employment Law, Contract Law, Corporate Law, Microsoft Excel, Public Speaking, Leadership, Customer Service, Management, Microsoft Office, Analysis, Mediation, Litigation

Education
University of Wisconsin Law School   2009 — 2011
J.D.

William Mitchell College of Law   2008 — 2009
Transferred to University of Wisconsin Law School

Wisconsin Lutheran College   1999 — 2004
Bachelor of Science, Mathematics and Business ­ Economics

Menomonie High School   1995 — 1999
H.S. Diploma

Rick Martins Rick Martins Greater New York City Area Details
Rick Martins's U.S. Bancorp Fund Services, LLC Experience 2012 - Present
Job Senior Manager Hedge Fund Administration
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  2012 - Present
AIS Group, Ltd. UK   October 2006 - October 2010
AIS Group, LLC   May 2004 - October 2006
Prudential Financial  January 2002 - April 2004
Prudential Financial  June 2000 - December 2001

Skills
Hedge Funds, Operations Management, Derivatives, Valuation, Pricing, NAV, Process Control, Performance Attribution, STP, Support Functions, Middle Office, Back Office, Fixed Income, Hedge Accounting, Equities, Fund Administration, Fund Accounting, Operational Support

Education
Rutgers, The State University of New Jersey-Newark   1996 — 2000
Bachelor of Science (BS), Finance & Economics

Mark Ellegard Mark Ellegard Greater Milwaukee Area Details
Mark Ellegard's U.S. Bancorp Fund Services, LLC Experience May 2003 - Present
Job Senior Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   May 2003 - Present
US Bank  2003 - Present
State Street  October 1997 - May 2003
Heartland Funds   March 1993 - October 1997

Skills
Asset Managment, Business Development, Banking, Investments, Mutual Funds, Loans, Portfolio Management, Financial Services

Education
University of Minnesota-Twin Cities   1982 — 1986
BA

Whitefish Bay High   1979 — 1982

Matt McVoy Matt McVoy Greater Milwaukee Area Details
Matt McVoy's U.S. Bancorp Fund Services, LLC Experience July 2006 - Present
Job Assistant Vice President, Mutual Fund Compliance & Administration at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   July 2006 - Present
U.S. Bancorp Fund Services, LLC   May 2005 - July 2006

Skills
Financial Statements, Investments, Mutual Funds, Finance, Bloomberg, Securities, SEC Filings, Asset Management

Education
Drake University
B.S., Finance

Albina Korotkiy Albina Korotkiy Greater Milwaukee Area Details
Albina Korotkiy's U.S. Bancorp Fund Services, LLC Experience December 2005 - July 2006
Job Associate at Foley & Lardner LLP
Industry Law Practice
Experience
Foley & Lardner LLP  October 2013 - Present
Foley & Lardner LLP  June 2011 - August 2011
Crabel Capital Management, LLC  November 2007 - September 2008
Crabel Capital Management, LLC  July 2006 - November 2007
US Bancorp Fund Services, LLC  December 2005 - July 2006
US Bancorp Fund Services, LLC  January 2004 - December 2005
North Shore Bank  May 2002 - January 2004

Education
Marquette University Law School   2009 — 2012
Juris Doctorate, Law, Magna Cum Laude

University of Wisconsin-Milwaukee - Lubar School of Business   2005 — 2007
MS, Accounting

Chernovitsy State University   1998 — 1999
MBA

Chernovitsy State University   1996 — 1998
BA, Accounting

Harold Kong Harold Kong Greater Los Angeles Area Details
Harold Kong's U.S. Bancorp Fund Services, LLC Experience April 2012 - Present
Job Mutual Fund Compliance Officer at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   April 2012 - Present
U.S. Bank   April 2008 - April 2012
HSBC  January 2006 - February 2008
U.S. Bank   July 2004 - December 2005

Skills
Finance, Banking, Loans, Portfolio Management, Investments, Loan Origination, Credit Cards, Accounting, Management, Payments

Education
Mt. San Antonio College   2010 — 2012
Certification in Accounting, Accounting and Business/Management

Allied Real Estate License School   2004 — 2004
Real Estate Brokers License Certification, Real Estate

University of California, Los Angeles   1998 — 2003
Bachelor of Science (B.S.), Neurobiology and Neurosciences

Phillip Curatolo, CPA, CFIRS Phillip Curatolo, CPA, CFIRS Greater Minneapolis-St. Paul Area Details
Phillip Curatolo, CPA, CFIRS's U.S. Bancorp Fund Services, LLC Experience September 2001 - April 2006
Job Risk Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   May 2011 - Present
U.S. Bank   April 2006 - May 2011
U.S. Bancorp Fund Services, LLC   September 2001 - April 2006

Skills
Risk Management, Mutual Funds, Auditing, Internal Audit, Analysis

Education
St. Norbert College   1997 — 2001

Alia Mendez Vasquez Alia Mendez Vasquez Greater Milwaukee Area Details
Alia Mendez Vasquez's U.S. Bancorp Fund Services, LLC Experience January 2015 - Present
Job Investment Managment Attorney
Industry Law Practice
Experience
U.S. Bancorp Fund Services, LLC   January 2015 - Present
U.S. Bancorp Fund. Services, LLC   February 2010 - January 2015
Godfrey & Kahn, S.C.   September 2008 - February 2010

Skills
Securities, Litigation, Legal Research, Corporate Governance, Legal Writing, Mergers & Acquisitions, Corporate Law, Courts, Securities Regulation, Due Diligence

Education
Marquette University Law School   2005 — 2008
J.D.

Yale University   1998 — 2002
BA, Political Science

Bea Spoerl Bea Spoerl Sarasota, Florida Area Details
Bea Spoerl's U.S. Bancorp Fund Services, LLC Experience April 2002 - December 2011
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

Karen Frieseke Karen Frieseke Greater Milwaukee Area Details
Karen Frieseke's U.S. Bancorp Fund Services, LLC Experience June 2005 - December 2009
Job Business Operations Analyst at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
US Bancorp  2010 - Present
US Bancorp Fund Services, LLC  June 2005 - December 2009

Skills
Training, Coaching, Employee Relations, Banking, Process Improvement, Recruiting, Customer Service, Change Management, Vendor Management

Education
Cardinal Stritch University   2004 — 2006
Bachelor of Business Management

Erik Alcaraz Erik Alcaraz Greater Milwaukee Area Details
Erik Alcaraz's U.S. Bancorp Fund Services, LLC Experience October 2012 - Present
Job Business Technology Analyst at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   October 2012 - Present
U.S. Bancorp Fund Services, LLC   October 2011 - October 2012
U.S. Bancorp Fund Services, LLC   June 2010 - September 2011
Midwest Airlines  March 2008 - June 2010
Justice 2000  March 2007 - March 2008
Midwest Airlines  June 2001 - March 2007
Midwest Airlines  2001 - 2006
Hotel Maria Isabel   January 2005 - July 2005

Skills
Leadership, Personnel Management, Process Improvement, Training, Human Resources

Education
University of Wisconsin-Milwaukee   2001 — 2006
Bachelors, Global Studies and Global Management

Universidad de Colima   2005 — 2005
Study Abroad, International Economics, International Management & Tourism

Bob Kern Bob Kern Greater Milwaukee Area Details
Bob Kern's U.S. Bancorp Fund Services, LLC Experience January 1982 - Present
Job Executive Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   January 1982 - Present
Koehring Company   April 1981 - November 1981

Education
Marquette University   1977 — 1981
Bachelor of Science Business Administration, Marketing and Finance

Karen Stempski Karen Stempski Greater Milwaukee Area Details
Karen Stempski's U.S. Bancorp Fund Services, LLC Experience January 2007 - Present
Job Administrative Assistant at US Bancorp Fund Services, LLC
Industry Banking
Experience
US Bancorp Fund Services, LLC  January 2007 - Present

Skills
Customer Service, Microsoft Office, Microsoft Excel

Education
Milwaukee Area Technical College   1975 — 1977
Operating Room Technician, Medicine

Pulaski High School   1973 — 1975
General

Jeanine Bajczyk Jeanine Bajczyk Milwaukee, Wisconsin Details
Jeanine Bajczyk's U.S. Bancorp Fund Services, LLC Experience May 2006 - Present
Job Sr. Vice President and Counsel at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   May 2006 - Present
Wells Fargo Fund Management, LLC   May 2005 - May 2006
Strong Financial Corporation  1996 - 2005

Education
Marquette University   1998 — 2001
J.D., Securities Law

Kirk Stoldt Kirk Stoldt Greater New York City Area Details
Kirk Stoldt's U.S. Bancorp Fund Services, LLC Experience December 2012 - Present
Job Assistant Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   December 2012 - Present
AIS Fund Administration  December 2011 - January 2013
AIS Fund Administration  December 2008 - 2011
Citco Fund Services  June 2008 - November 2008
State Street  July 2004 - June 2008

Skills
Reconciliation, Fixed Income, Equities, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation, Financial Analysis, Hedge Funds, Bloomberg, Mutual Funds, Accounting, Bonds, Portfolio Management

Education
Saint Peter's University   2000 — 2004
Bachelors, Business Management

Aaron Perkovich Aaron Perkovich Greater Milwaukee Area Details
Aaron Perkovich's U.S. Bancorp Fund Services, LLC Experience June 2006 - Present
Job Vice President Fund Administration & Compliance
Industry Investment Management
Experience
US Bancorp Fund Services, LLC  June 2006 - Present
Robert W. Baird  June 1999 - June 2006
BNY Clearing   1996 - 1999

Skills
Mutual Funds, Investments, Asset Allocation, Asset Management, Due Diligence, Securities

Education
Marquette University   2004 — 2008
MBA, Business

University of Wisconsin-Milwaukee   1996 — 1999
B.S. - Finance

St. Cloud State University   1992 — 1996
Finance

Marquette University High School   1988 — 1992

Edward Redmond Edward Redmond Greater New York City Area Details
Edward Redmond's U.S. Bancorp Fund Services, LLC Experience November 2011 - Present
Job U.S. Bancorp Fund Services, LLC
Industry Accounting
Experience
U.S. Bancorp Fund Services, LLC   November 2011 - Present
Goldman Sachs  September 2007 - November 2011
Deloitte & Touche  June 2005 - September 2007

Skills
Bloomberg, Microsoft Office, Lotus Notes, Advent Geneva, Hedge Funds, Asset Management, Due Diligence, Derivatives, Equities, Alternative Investments, Fund Administration, Account Reconciliation, Monthly Close, Monthly Reporting, Year End Close, General Ledger..., Accounting, Auditing, Investments, Valuation, Year-end Close

Education
Rider University   2001 — 2005
Bachelor of Science, Accounting

Josie Hollmann Josie Hollmann Greater Milwaukee Area Details
Josie Hollmann's U.S. Bancorp Fund Services, LLC Experience July 2002 - October 2007
Job Finance & Administration Manager at VISIT Milwaukee
Industry Accounting
Experience
VISIT Milwaukee  May 2014 - Present
Kolb+Co.   July 2011 - March 2014
Kolb+Co.   October 2007 - June 2011
U.S. Bancorp Fund Services, LLC   July 2002 - October 2007

Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, QuickBooks, Financial Analysis, Financial Statements, General Ledger, Account Reconciliation, Accounts Payable, Payroll, Accounts Receivable, Variance Analysis, Accruals, Journal Entries, Bank Reconciliation, Cash Management, Fixed Assets

Education
Purdue University - Krannert School of Management   1997 — 2001
Bachelor, Accounting

Irina G. O'Brien, MBA Irina G. O'Brien, MBA Phoenix, Arizona Area Details
Irina G. O'Brien, MBA's U.S. Bancorp Fund Services, LLC Experience July 2009 - August 2014
Job Mutual Fund Financials and Compliance
Industry Financial Services
Experience
Aerotek - Assignment at JPMorgan Chase & Co.   September 2014 - Present
U.S. Bancorp Fund Services, LLC   July 2009 - August 2014

Skills
Risk Assessment, Financial Analysis, Compliance testing and..., Organized with..., Superior attention to...

Education
La Salle University - School of Business Administration   2005 — 2007
MBA, Finance

Temple University - Fox School of Business and Management   2000 — 2004
Bachelor, Risk Management and Insurance

Jason Flanders, CPA Jason Flanders, CPA Greater Milwaukee Area Details
Jason Flanders, CPA's U.S. Bancorp Fund Services, LLC Experience June 1998 - April 2005
Job Director of Finance & Administration at Catholic Charities of the Archdiocese of Milwaukee, Inc
Industry Nonprofit Organization Management
Experience
Catholic Charities of the Archdiocese of Milwaukee, Inc  April 2012 - Present
MILLERCOORS  December 2009 - February 2012
THE MEDICAL COLLEGE OF WISCONSIN  April 2005 - December 2009
US BANCORP FUND SERVICES, LLC  June 1998 - April 2005

Skills
Financial Reporting, Budgeting, Documentation, Financial Analysis, Accounting, SAP, Risk Management, Forecasting, Excel, Accounts Payable, PowerPoint, Process Improvement, Analysis, Word, Business Analysis, Financial Management, Customer Relations, Accounts Receivable, Business Process..., Outlook, Data Analysis, Financial Planning, ERP, Business Process, Customer Service, Problem Solving, Pricing, General Ledger, Leadership, Microsoft Excel, Software Documentation, Management, Budgets, Managerial Finance, Variance Analysis, Auditing, Payroll, Banking, Internal Audit, Training, Finance, Financial Statements, QuickBooks, Human Resources, Treasury, Employee Benefits, Cash Flow, Cash Management, Account Reconciliation, Internal Controls

Education
Fitchburg State University   1994 — 1998
BSAD, Accounting / Economics

Harwood Union High School   1989 — 1993

Gregory Caravella Gregory Caravella Greater Milwaukee Area Details
Gregory Caravella's U.S. Bancorp Fund Services, LLC Experience January 2011 - Present
Job Banking Professional
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   January 2011 - Present
M&I Bank  August 2004 - January 2009
The Frantz Group  May 1999 - August 2004

Education
Ripon College   1995 — 1999
BA, History

Dan Cleland Dan Cleland Greater Milwaukee Area Details
Dan Cleland's U.S. Bancorp Fund Services, LLC Experience October 2013 - Present
Job Regulatory Reporting Manager/Officer at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   October 2013 - Present
U.S. Bancorp Fund Services, LLC   June 1998 - October 2013
U.S. Bancorp Fund Services, LLC   October 1999 - June 2008

Skills
PowerPoint, Event Planning, Public Speaking, Project Planning, Banking, Investments, Risk Management, Portfolio Management, Equities, Financial Modeling, Credit, Business Analysis, Strategic Financial..., Mortgage Lending, Wealth Management

Education
Beloit College
Bachelor of Arts (B.A.), Creative Writing

Marcia McKinney Marcia McKinney Greater Milwaukee Area Details
Marcia McKinney's U.S. Bancorp Fund Services, LLC Experience January 2001 - January 2009
Job Analyst
Industry Financial Services
Experience
Milwaukee Public Schools  September 2009 - Present
Wells Fargo Home Mortgage  April 2009 - March 2012
US BANCORP FUND SERVICES, LLC  January 2001 - January 2009
CCSEL   2008 - 2009
Milwaukee Public Museum  April 2000 - November 2001
Northwestern Mutual Life  April 1999 - April 2000
Extendicare  June 1995 - April 1999

Skills
Financial Reporting, Financial Analysis, Accounts Payable, SEC reporting, Payroll, SOX, Financial Accounting, Account Reconciliation, Excel, Problem Solving, Budgeting, Analysis, Microsoft Office, Accounting, Process Improvement, Management, Training, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Accounts Receivable, SEC filings

Education
Concordia University-Wisconsin   2002 — 2003
MBA, Finance

Upper Iowa University   1999 — 2001
BS, Accounting/Finance

Bryant and Stratton College   1997 — 1999
AA, Accounting

Ben Boldt Ben Boldt Greater Milwaukee Area Details
Ben Boldt's U.S. Bancorp Fund Services, LLC Experience July 2004 - August 2007
Job General Manager at Reliable Door and Dock, Inc
Industry Accounting
Experience
Reliable Door and Dock, Inc   November 2014 - Present
Scolding Locks and Hollywood Hair Accessories   November 2012 - October 2014
Baker Tilly Virchow Krause, LLP  September 2011 - December 2012
Titus  September 2008 - September 2011
GRS, LLC   January 2008 - August 2008
Tarsus Group plc  August 2007 - December 2007
US Bancorp Fund Services, LLC  July 2004 - August 2007
Quasar Distributors, LLC.,   July 2004 - August 2007
US Bancorp Fund Services, LLC  July 2004 - August 2007

Skills
Managerial Finance, Accounting, Auditing, Budgets, Finance, Mergers, Business Analysis, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Management, Strategy, Due Diligence, Mergers & Acquisitions, SAP, Strategic Financial..., Analysis, Financial Modeling, Project Planning, Tax, PeopleSoft, Financial Statements, Accounts Payable, Leadership, Business Process, Payroll, Pet Sitting, Business Process..., Policy, General Ledger, GAAP, Risk Management, Business Development, Management Consulting

Education
University of Denver - Daniels College of Business   2000 — 2002
MBA, Finance

Ball State University   1991 — 1995
BS

Lindsay Kohler Lindsay Kohler Greater New York City Area Details
Lindsay Kohler's U.S. Bancorp Fund Services, LLC Experience January 2010 - August 2013
Job Project Manager at AQR Capital Management
Industry Information Technology and Services
Experience
AQR Capital Management  August 2013 - Present
U.S. Bancorp Fund Services, LLC   January 2010 - August 2013
New York Life Insurance Company  May 2008 - September 2008

Skills
Hedge Funds, SDLC, Business Analysis, Business Process..., Project Management, Requirements Gathering, Visio, SQL, SharePoint, Quality Assurance, Data Analysis, Fund Accounting, Agile Methodologies, Microsoft Excel, Usability Testing, Issue Resolution, System Migration, Software Implementation, Data Warehousing, Process Scheduler, Data Validation, User Acceptance Testing, User Interface Design, Production Support, ETL, Business Requirements, Business Intelligence, IT Strategy, Trading Systems, JIRA

Education
Fairfield University   2005 — 2009
BS, Finance, Information Systems

Devra Bell Devra Bell Greater Los Angeles Area Details
Devra Bell's U.S. Bancorp Fund Services, LLC Experience June 2006 - Present
Job Assistant Vice President Relationship Manager at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   June 2006 - Present
Engemann Asset Management  August 1989 - April 2006

Skills
Financial Analysis, Commercial Lending, Equities, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Loans, Consumer Lending, Relationship Management, Commercial Banking, Banking, Credit, Hedge Funds, Cross Selling, Mutual Funds, Credit Analysis, Financial Services, Securities, Alternative Investments, Investment Management, Fixed Income, Investments, Asset Management, Finance, Management, Series 7, Wealth Management, Due Diligence

Education
Citrus College   1980 — 1982
General Studies

Marji Saye Marji Saye Greater Milwaukee Area Details
Marji Saye's U.S. Bancorp Fund Services, LLC Experience December 1996 - June 2007
Job Trust Accountant at Godfrey & Kahn, S.C.
Industry Financial Services
Experience
Godfrey & Kahn, S.C.   May 2011 - Present
Cub Scout Pack 85   September 2009 - October 2012
HarrisData  July 2007 - March 2011
U.S. Bancorp Fund Services, LLC   December 1996 - June 2007
Thompson Plumb and Associates   March 1995 - December 1996

Skills
Visio, Accounting, ERP, Account Reconciliation, Business Analysis, Process Improvement, Microsoft Office, Microsoft Excel, Accounts Payable, Payroll, General Ledger, Financial Reporting, QuickBooks, Accounts Receivable, Securities, Microsoft Word, Project Management, Customer Service, Negotiation, Strategic Planning, Training, Team Building, PowerPoint, Management, Sales, Project Planning, Small Business, Software Documentation, Financial Services, Financial Analysis, Finance

Education
Lakeland College   2007 — 2015
Bachelor of Arts (BA), Accounting

Madison Area Technical College   1986 — 1988
Associate of Arts (AA), Accounting

Adam F. Scher, ChFC®, CLU®, ALMI Adam F. Scher, ChFC®, CLU®, ALMI Greensboro/Winston-Salem, North Carolina Area Details
Adam F. Scher, ChFC®, CLU®, ALMI's U.S. Bancorp Fund Services, LLC Experience October 2009 - October 2010
Job Specialist, Annuity Financial Planning & Analysis at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  August 2015 - Present
Lincoln Financial Group  January 2011 - August 2015
U.S. Bancorp Fund Services, LLC   October 2009 - October 2010
Northwestern Mutual  August 2009 - October 2009
Medical College of Wisconsin  August 2006 - May 2009
Medical College of Wisconsin  June 2006 - August 2006

Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis

Education
The American College   2013 — 2014
Chartered Life Underwriter®

FINRA   2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)

FINRA   2013 — 2013
Series 63 (Uniform Securities Agent State Law)

ALMI   2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA

University of Wisconsin-Milwaukee - Lubar School of Business   2005 — 2009
BBA, Finance

Marquette University High School   2001 — 2005
High School Diploma, General Studies

Christina Rewolinski Christina Rewolinski Greater Milwaukee Area Details
Christina Rewolinski's U.S. Bancorp Fund Services, LLC Experience December 2006 - Present
Job Learning and Performance Support Analyst at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  December 2006 - Present

Skills
Project Management, Process Improvement, Change Management, Customer Service, Leadership, Training, Employee Training, Public Speaking, Coaching, Microsoft Office, Instructional Design, Program Management, Software Documentation, Analysis, Microsoft Excel, Management, Team Building, Sales, Banking, Team Leadership, Time Management, Financial Analysis, Microsoft Word, Continuous Process..., Leadership Development

Education
Alverno College   2003 — 2006
Bachelor's, Psychology

Robert Root Robert Root Phoenix, Arizona Area Details
Robert Root's U.S. Bancorp Fund Services, LLC Experience June 2014 - Present
Job Mutual Funds Accountant at U.S. Bancorp Fund Services, LLC
Industry Banking
Experience
U.S. Bancorp Fund Services, LLC   June 2014 - Present
State Bar of Arizona  April 2011 - June 2014
First Credit Union  April 2009 - April 2011
First Credit Union  April 2008 - April 2009
First Credit Union  October 2007 - April 2008
First Credit Union  October 2006 - October 2007

Skills
Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Banking, Outlook, Microsoft Word, Credit, Financial Accounting, PowerPoint, Team Building, Strategic Planning, Account Reconciliation, Accounting, Internal Audit, Coaching

Education
W.P. Carey School of Business, Arizona State University   2008 — 2010
Bachelor of Science (B.S.), Accounting

Arizona State University - W. P. Carey School of Business   2007 — 2010
Accountancy, Accounting

Mesa Community College   2006 — 2007
Masters degree, imminent future

Nirav Morzaria Nirav Morzaria Greater New York City Area Details
Nirav Morzaria's U.S. Bancorp Fund Services, LLC Experience July 2014 - Present
Job AVP Hedge Fund Operations at U.S. Bank
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   July 2014 - Present
State Street  April 2014 - June 2014
State Street  June 2011 - March 2014
State Street  April 2010 - May 2011
Bloomberg LP  February 2009 - March 2010

Skills
Fixed Income, Mutual Funds, Bloomberg, Derivatives, Equities, Analysis, Trading, Bloomberg Terminal, Investments, Portfolio Management, Alternative Investments, Credit, Securities, Financial Analysis, Bonds, Commodity, Financial Modeling, Financial Risk, Hedge Funds, Accounting, Settlement

Education
Rutgers, The State University of New Jersey-Newark   2006 — 2009
Bachelor of Science, Finance

Joshua Merry Joshua Merry Greater Milwaukee Area Details
Joshua Merry's U.S. Bancorp Fund Services, LLC Experience December 2009 - December 2012
Job Financial Analyst at US Bank
Industry Banking
Experience
U.S. Bank   December 2012 - Present
U.S. Bancorp Fund Services, LLC   December 2009 - December 2012
U.S. Bank   November 2007 - December 2009

Skills
Financial Modeling, Financial Analysis, Coaching, Finance, Mutual Funds, Microsoft Office, Banking

Education
Saint Louis University   2003 — 2007
BA, Finance

Michael Monroe Michael Monroe Greater Milwaukee Area Details
Michael Monroe's U.S. Bancorp Fund Services, LLC Experience February 2007 - Present
Job Senior Counsel; Assistant Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   February 2007 - Present
Deloitte & Touche  May 2005 - February 2007

Skills
Hedge Funds, Alternative Investments, Legal, Investment Management, Due Diligence, Legal Compliance, Legal Documents, Contract Law, Tax, Securities, Asset Management, Contract Negotiation, Securities Regulation, Financial Services, Capital Markets

Education
Marquette University Law School   2003 — 2005
Juris Doctorate, Law

Pepperdine University School of Law   2002 — 2003
Law

University of Michigan   1997 — 2001
Bachelor of Arts, Literature, Science, & the Arts

Nicolet High School   1993 — 1997
General

Blake Boettcher Blake Boettcher Greater Denver Area Details
Blake Boettcher's U.S. Bancorp Fund Services, LLC Experience June 2008 - November 2011
Job Tax Manager at Deloittte Tax LLP
Industry Financial Services
Experience
Deloittte Tax LLP   December 2012 - Present
Janus Capital Group  November 2011 - November 2012
U.S. Bancorp Fund Services, LLC   June 2008 - November 2011
Komisar Brady & Co., LLP   January 2008 - April 2008

Skills
CPA Candidate - REG and..., Tax, Accounting, Financial Analysis, Financial Planning, Tax Preparation, Financial Reporting, Account Reconciliation, Tax Returns, Mutual Funds, Investments, Tax Accounting, Corporate Tax

Education
Florida Atlantic University   2011 — 2013
MST, Tax

University of Wisconsin-Whitewater   2008 — 2011
MBA, Finance

University of Wisconsin-Milwaukee - Lubar School of Business   2004 — 2008
Bachelor, Double Major in Finance and Accounting

Julie M. Szmanda Julie M. Szmanda Greater Milwaukee Area Details
Julie M. Szmanda's U.S. Bancorp Fund Services, LLC Experience October 2013 - Present
Job Paralegal II US Bancorp Fund Services, LLC
Industry Legal Services
Experience
US Bancorp Fund Services, LLC  October 2013 - Present
Sportservice at Miller Park   March 2008 - Present
Bass & Moglowsky, S.C.   February 2012 - October 2013
Milwaukee Brewers Baseball Club  February 2011 - December 2011

Skills
Legal Writing, Litigation, Civil Litigation, Arbitration, Employment Law, Sports Marketing, Estate Planning, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Management, Courts, Editing

Education
Milwaukee Area Technical College   2010 — 2012
Paralegal, School of Business, 3.8

UW-Whitewater   1998 — 2001
Mass Communication/Marketing/Human Resources

Angie Pingel Angie Pingel Greater Milwaukee Area Details
Angie Pingel's U.S. Bancorp Fund Services, LLC Experience January 2011 - June 2015
Job General Counsel and Chief Compliance Officer at Broadview Advisors, LLC
Industry Investment Management
Experience
Broadview Advisors, LLC   June 2015 - Present
U.S. Bancorp Fund Services, LLC   January 2011 - June 2015
Marshall & Ilsley Trust Company N.A.   November 2007 - March 2010
U.S. Bancorp Fund Services, LLC   October 2004 - November 2007
Krukowski & Costello, S.C.   December 2002 - September 2004
Heartland Advisors, Inc.   April 1994 - December 2002

Skills
Securities, Mutual Funds, Investments, SEC filings, Financial Services, Portfolio Management, Securities Regulation, Trading, Investment Management, Fund Accounting, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Fund Administration

Education
Marquette University Law School   1998 — 2002
Juris Doctor

Lakeland College   1994 — 1995
Bachelor of Arts, Accounting and Business Administration

Heidi Zimmermann Heidi Zimmermann Greater Milwaukee Area Details
Heidi Zimmermann's U.S. Bancorp Fund Services, LLC Experience November 1989 - Present
Job Assistant Vice President at US Bancorp Fund Services LLC
Industry Investment Management
Experience
US Bancorp Fund Services LLC  November 1989 - Present

Education
University of Arizona
Bachelor of Business Administration (BBA), Business Administration and Management, General

Michael J. Schmidt Michael J. Schmidt Greater Milwaukee Area Details
Michael J. Schmidt's U.S. Bancorp Fund Services, LLC Experience 2012 - Present
Job Compliance Officer at US Bancorp Fund Services, LLC
Industry Accounting
Experience
US Bancorp Fund Services, LLC  2012 - Present
US Bancorp Fund Services, LLC  2010 - 2012
Komisar Brady & Co., LLP   2008 - 2010
SVA  January 2007 - April 2007

Skills
Accounting, Investments, SEC filings, Mutual Funds, Financial Statements, SEC, Financial Analysis, Finance, Financial Reporting, Auditing, Financial Services, Internal Controls, Microsoft Excel, Account Reconciliation, Budgets

Education
University of Wisconsin-Whitewater   2005 — 2008
BBA, Accounting and Finance

University of Minnesota-Twin Cities   2002 — 2005

Michael Weckwerth Michael Weckwerth Greater Milwaukee Area Details
Michael Weckwerth's U.S. Bancorp Fund Services, LLC Experience 2006 - Present
Job SVP Relationship Managment at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   2006 - Present
U.S. Bancorp Fund Services, LLC   2004 - 2006
U.S. Bancorp Fund Services, LLC   1998 - 2004
U.S. Bancorp Fund Services, LLC   1996 - 1998

Skills
Credit, Financial Services, Mutual Funds, Alternative Investments, Portfolio Management, CRM, Management, Asset Management, Relationship Management, Securities, Accounting, Investments

Education
Cardinal Stritch University   1992 — 1996
Bachelor of Science in Business Administration, Accounting

Drew Van Der Perren, CFA, CPA Drew Van Der Perren, CFA, CPA Greater Chicago Area Details
Drew Van Der Perren, CFA, CPA's U.S. Bancorp Fund Services, LLC Experience October 2007 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
BMO Harris Private Banking  March 2013 - Present
US Bancorp Fund Services, LLC  October 2007 - March 2013

Skills
CPA, Chartered Financial..., Accounting, Tax, Financial Analysis, Financial Reporting, Tax Analysis

Education
Marquette University   2001 — 2005
Bachelor of Science Degree, Business Administration; Accounting

James Butzen James Butzen Greater Milwaukee Area Details
James Butzen's U.S. Bancorp Fund Services, LLC Experience April 2007 - September 2010
Job Accounting Professional
Industry Accounting
Experience
US Bancorp Fund Services, LLC  April 2007 - September 2010
Advantage Leasing Corporation  2004 - 2005
Advantage Leasing Corporation  2004 - 2005
Ajilon Finance Solutions  2004 - 2005

Education
Lakeland College   2000 — 2004
Bachelor's, Accounting, Business Administration

Giota Economou Giota Economou Hackensack, New Jersey Details
Giota Economou's U.S. Bancorp Fund Services, LLC Experience AccountingUrban American Management, LLCOctober 2011 - June 2013
Job Financial Reporting
Industry Accounting
Experience
U.S. Bancorp Fund Services, LLC   AccountingUrban American Management, LLCOctober 2011 - June 2013
J.H. Cohn LLP   November 2001 - October 2011

Skills
Employee Benefit Plan..., Audit, US GAAP, Internal Controls, GAAP, Financial Reporting, External Audit, Revenue Recognition, Financial Accounting, Consolidation, Financial Analysis, Accounting, Financial Statements, Auditing

Education
Seton Hall University

Martin Cherney Martin Cherney Greater Minneapolis-St. Paul Area Details
Martin Cherney's U.S. Bancorp Fund Services, LLC Experience May 2008 - August 2012
Job Portfolio Monitoring Analyst II at U.S. Bank
Industry Banking
Experience
U.S. Bank   September 2012 - Present
US Bancorp Fund Services LLC  May 2008 - August 2012
Waukesha County  September 1999 - August 2012
US Bank  January 2007 - May 2008

Skills
Mutual Funds, Wealth Management, Investments, Trust Services, Bloomberg, Customer Service, Microsoft Office

Education
University of Wisconsin-Milwaukee   2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.76

Mississippi State University   2001 — 2003

Joseph Flanagan Joseph Flanagan Greater New York City Area Details
Joseph Flanagan's U.S. Bancorp Fund Services, LLC Experience November 2013 - Present
Job Hedge Fund Analyst
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   November 2013 - Present
AllianceBernstein  May 2013 - November 2013
AllianceBernstein  July 2012 - November 2013
Morgan Stanley Smith Barney  September 2009 - June 2012
Lerch, Vinci and Higgins, LLP   May 2008 - September 2008
Merrill Lynch  September 2007 - December 2007

Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63

Education
Fairfield University   2005 — 2009
B.S., Finance

Bergen Catholic High School   2001 — 2005

Reece Dinauer Reece Dinauer Greater Milwaukee Area Details
Reece Dinauer's U.S. Bancorp Fund Services, LLC Experience November 2014 - Present
Job Mutual Funds Specialist IV at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  November 2014 - Present
US Bancorp Fund Services, LLC  April 2014 - November 2014
US Bancorp Fund Services, LLC  December 2013 - April 2014
Northwestern Mutual  March 2011 - December 2013

Skills
Customer Service, Qualitative Research, Problem Analysis, Information Audit, Report Writing

Education
University of Wisconsin-Milwaukee   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Carthage College   2006 — 2007
Liberal Arts

Erika Panyard Erika Panyard Greater Philadelphia Area Details
Erika Panyard's U.S. Bancorp Fund Services, LLC Experience November 2007 - Present
Job VP Senior Technical Advisor at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC   November 2007 - Present
MFS Investment Management  January 2003 - May 2006
MFS Investment Management  July 1997 - January 2003
Putnam Investments  October 1995 - July 1997
Stride Rite  February 1995 - October 1995
PwC  December 1991 - February 1995

Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance

Education
Northeastern University   1991 — 1992
MBA/MS Accounting, Accounting and Business Management

Binghamton University   1986 — 1990
BS, Economics

Adam M. Gladstone Adam M. Gladstone Greater New York City Area Details
Adam M. Gladstone's U.S. Bancorp Fund Services, LLC Experience October 2012 - June 2014
Job Operations/Accounting at Gracie Asset Management
Industry Financial Services
Experience
Gracie Asset Management   June 2014 - Present
US Bancorp Fund Services, LLC  October 2012 - June 2014
Applause Theatre and Entertainment Service, Inc   2009 - 2012
UBS Financial Services, Inc  2011 - 2011
Protocol Capital Management, LLC   2011 - 2011
Intercruises Shoreside and Port Services  2004 - 2008

Skills
Microsoft Office, Bloomberg Terminal, Analysis, Customer Service, Excel, Team Leadership, PowerPoint, Problem Solving, Teamwork, Building Relationships, Relationship Management, Financial Modeling, Competitive, Hedge Fund Accounting, Investor Relations, Due Diligence, Financial Products, Organization, Strategic Thinking, Financial Reporting, Market Knowledge, Market Research, Time Management, Leadership, VBA, Accounting, Financial Services, Mutual Funds, Microsoft Excel, Fixed Income, Alternative Investments, Marketing Strategy, Management, Marketing

Education
Pace University - Lubin School of Business   2010 — 2012
MBA, Investment Management, 3.54

William Paterson University, Cotsakos College of Business   2007 — 2010
Bachelor of Business Degree, Management

Drexel University, LeBow College of Business   2006 — 2007
Bachelor of Business Degree

Rutgers Preparatory School (RPS)   2002 — 2006
High School Diploma

Brent Kerbel Brent Kerbel Greater Milwaukee Area Details
Brent Kerbel's U.S. Bancorp Fund Services, LLC Experience April 2007 - Present
Job Assistant Vice President at US Bancorp Fund Services
Industry Financial Services
Experience
US Bancorp Fund Services LLC  April 2007 - Present
Robert W. Baird & Co.   September 2011 - December 2011
Great Point Capital  June 2005 - February 2007

Education
Marquette University   2010 — 2012
MBA, 3.6

University of Wisconsin-Madison   2000 — 2003
BA, Economics, 3.2

Benjamin Hunt Benjamin Hunt Milwaukee, Wisconsin Details
Benjamin Hunt's U.S. Bancorp Fund Services, LLC Experience October 2013 - Present
Job Experienced Investment Associate seeking new opportunities
Industry Financial Services
Experience
US Bancorp Fund Services, LLC  October 2013 - Present
US Bancorp Fund Services, LLC  February 2012 - October 2013
CAROTHERS GROUP   May 2010 - June 2011
Matrix Financial Solutions  July 2009 - September 2009
Capital Allocation and Management   October 2007 - March 2008
Janus Capital Group  September 2006 - July 2007

Skills
Investments, Trading, Retirement, Client Liaison, Mutual Funds, Account Reconciliation, Management, Securities, Finance, Portfolio Management, Advent, Selling, Training, Asset Management, Financial Markets, Analysis, Financial Analysis, Banking, Financial Modeling, Equities, Credit

Education
University of Denver   1998 — 2002
B.S.B.A, Finance/Marketing

University of Denver - Daniels College of Business   1998 — 2002
Bachelor of Science, Business Administration, Finance/Marketing

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