Wells Fargo Global Fund Services
Industry: Company
DescriptionFounded: 2003 Parent organization: SS&C Technologies
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Wells Fargo Global Fund Services Employees
Employee
Years
Job
Industry
Joel Turba Joel Turba's Wells Fargo Global Fund Services Experience April 2012 - Present
Job Assistant Vice President Operations at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services April 2012 - Present
Commander Services Group February 2006 - March 2012
Skills
Hedge Funds, Securities, Bloomberg, Management, Risk Management, Equities
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Political Science
Madison Area Technical College 1997 — 1999
Associate's degree, Marketing
Wells Fargo Global Fund Services April 2012 - Present
Commander Services Group February 2006 - March 2012
Skills
Hedge Funds, Securities, Bloomberg, Management, Risk Management, Equities
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Political Science
Madison Area Technical College 1997 — 1999
Associate's degree, Marketing
Andrea Heuer Andrea Heuer's Wells Fargo Global Fund Services Experience April 2015 - May 2015
Job Investment Coordinator at Mitsubishi UFJ Services for Castlelake
Industry Investment Management
Experience
Mitsubishi UFJ Services for Castlelake June 2015 - Present
Wells Fargo Global Fund Services April 2015 - May 2015
Wells Fargo Global Fund Services October 2014 - April 2015
CarVal Investors August 2006 - October 2014
Highland Bank January 2003 - August 2006
U.S. Bank January 2002 - January 2003
Skills
Portfolio Management, Financial Modeling, Investments, Fixed Income, Asset Management, Financial Analysis, Financial Services, Hedge Funds, Private Equity, Credit, Banking
Education
University of Minnesota-Morris 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Mitsubishi UFJ Services for Castlelake June 2015 - Present
Wells Fargo Global Fund Services April 2015 - May 2015
Wells Fargo Global Fund Services October 2014 - April 2015
CarVal Investors August 2006 - October 2014
Highland Bank January 2003 - August 2006
U.S. Bank January 2002 - January 2003
Skills
Portfolio Management, Financial Modeling, Investments, Fixed Income, Asset Management, Financial Analysis, Financial Services, Hedge Funds, Private Equity, Credit, Banking
Education
University of Minnesota-Morris 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Collin Wiese Collin Wiese's Wells Fargo Global Fund Services Experience January 2013 - July 2013
Job Fund Accountant at WFGFS
Industry Financial Services
Experience
Wells Fargo Global Fund Services January 2013 - July 2013
MoneyGram International September 2012 - December 2012
Merrill Lynch Wealth Management Wolf Beckwith Group January 2012 - May 2012
DePaul University Student Centers September 2008 - November 2011
Shamrock-N-Roll, Inc December 2010 - January 2011
Office of the Director of the Finance Purchasing Bureau, City of New Orleans December 2009 - January 2010
Skills
Economics, Financial Analysis, Equity Research, Stata, Portfolio Management, Excel, PowerPoint, Financial Modeling, Microsoft Excel
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
Bachelor of Science, Economics
Wells Fargo Global Fund Services January 2013 - July 2013
MoneyGram International September 2012 - December 2012
Merrill Lynch Wealth Management Wolf Beckwith Group January 2012 - May 2012
DePaul University Student Centers September 2008 - November 2011
Shamrock-N-Roll, Inc December 2010 - January 2011
Office of the Director of the Finance Purchasing Bureau, City of New Orleans December 2009 - January 2010
Skills
Economics, Financial Analysis, Equity Research, Stata, Portfolio Management, Excel, PowerPoint, Financial Modeling, Microsoft Excel
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
Bachelor of Science, Economics
Jason Stowell Jason Stowell's Wells Fargo Global Fund Services Experience April 2011 - May 2013
Job Associate at Cumming Investment Company
Industry Venture Capital & Private Equity
Experience
American Investment Company March 2015 - Present
Wells Fargo Global Fund Services April 2011 - May 2013
CMOE August 2008 - April 2011
Meyer Natural Foods May 2010 - August 2010
Skills
Leadership Development, Strategy, Management, Change Management, Microsoft Excel, Leadership, Financial Analysis, Investments, Microsoft Office, Organizational..., Finance, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Quantative Analysis and Operations
Brigham young University - Marriott School of Management 2008 — 2010
Bachelor of Science, Business Managment - Finance Emphasis
American Investment Company March 2015 - Present
Wells Fargo Global Fund Services April 2011 - May 2013
CMOE August 2008 - April 2011
Meyer Natural Foods May 2010 - August 2010
Skills
Leadership Development, Strategy, Management, Change Management, Microsoft Excel, Leadership, Financial Analysis, Investments, Microsoft Office, Organizational..., Finance, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Quantative Analysis and Operations
Brigham young University - Marriott School of Management 2008 — 2010
Bachelor of Science, Business Managment - Finance Emphasis
Leslie Flaws Leslie Flaws's Wells Fargo Global Fund Services Experience January 2007 - Present
Job SVP, Global Head of Client Services and Head of US Business Development/Sales at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services January 2007 - Present
Gales Group, LLC 2005 - 2007
Wachovia Securities Financial Network 2003 - 2005
First Albany Capital 2002 - 2003
RBC 1995 - 2002
Skills
Manage Client..., Relationship Management, Client Development, Project Management, Client Relations Skills, Financial Services, Risk Management, Hedge Funds, Fund Administration, Strategic Planning, Marketing Communications, Investments, Anti Money Laundering, Institutional Sales, Banking, Portfolio Management, Series 7, Underwriting, Wealth Management, Internal Controls, Internal Audit, Generating Revenue, Securities Regulation
Education
St. Olaf College 1990 — 2004
Bachelor of Arts (B.A.), Economics and Asian Studies/Japanese
Wells Fargo Global Fund Services January 2007 - Present
Gales Group, LLC 2005 - 2007
Wachovia Securities Financial Network 2003 - 2005
First Albany Capital 2002 - 2003
RBC 1995 - 2002
Skills
Manage Client..., Relationship Management, Client Development, Project Management, Client Relations Skills, Financial Services, Risk Management, Hedge Funds, Fund Administration, Strategic Planning, Marketing Communications, Investments, Anti Money Laundering, Institutional Sales, Banking, Portfolio Management, Series 7, Underwriting, Wealth Management, Internal Controls, Internal Audit, Generating Revenue, Securities Regulation
Education
St. Olaf College 1990 — 2004
Bachelor of Arts (B.A.), Economics and Asian Studies/Japanese
Morgan Lynch Morgan Lynch's Wells Fargo Global Fund Services Experience May 2013 - August 2013
Job Accounting Associate at Cargill
Industry Financial Services
Experience
Cargill 2014 - Present
Wells Fargo Global Fund Services May 2013 - August 2013
Six-Speed LLC May 2012 - August 2012
WestAIR Heating & Cooling 2008 - 2012
University of North Dakota - Aquatics March 2011 - May 2011
Jetstram Aquatic Racing Team 2008 - 2011
YMCA 2009 - 2009
Skills
Strong work ethic,..., Good organizational..., Communication Skills, Highly self-motivated, Solid computer skills, Microsoft Excel, Microsoft Word, PowerPoint, Wordpress
Education
The University of North Dakota 2010 — 2014
Bachelor's degree, Managerial Finance and Accounting
Cargill 2014 - Present
Wells Fargo Global Fund Services May 2013 - August 2013
Six-Speed LLC May 2012 - August 2012
WestAIR Heating & Cooling 2008 - 2012
University of North Dakota - Aquatics March 2011 - May 2011
Jetstram Aquatic Racing Team 2008 - 2011
YMCA 2009 - 2009
Skills
Strong work ethic,..., Good organizational..., Communication Skills, Highly self-motivated, Solid computer skills, Microsoft Excel, Microsoft Word, PowerPoint, Wordpress
Education
The University of North Dakota 2010 — 2014
Bachelor's degree, Managerial Finance and Accounting
Annie Darlington Annie Darlington's Wells Fargo Global Fund Services Experience August 2011 - May 2013
Job Operations Analyst at Parametric
Industry Financial Services
Experience
Parametric May 2015 - Present
Columbia Threadneedle Investments, US May 2013 - May 2015
Wells Fargo Global Fund Services August 2011 - May 2013
J.P. Morgan September 2007 - August 2011
Davidson Kempner Capital Management LLC May 2007 - September 2007
Richards Kibbe & Orbe LLP May 2006 - May 2007
Skills
Equities, Banking, Loans, Trading, Fixed Income, Securities, Private Equity
Education
New York University
Bachelor of Arts (B.A.), English and American Literature
Parametric May 2015 - Present
Columbia Threadneedle Investments, US May 2013 - May 2015
Wells Fargo Global Fund Services August 2011 - May 2013
J.P. Morgan September 2007 - August 2011
Davidson Kempner Capital Management LLC May 2007 - September 2007
Richards Kibbe & Orbe LLP May 2006 - May 2007
Skills
Equities, Banking, Loans, Trading, Fixed Income, Securities, Private Equity
Education
New York University
Bachelor of Arts (B.A.), English and American Literature
Becky Freeman, CPA Becky Freeman, CPA's Wells Fargo Global Fund Services Experience June 2014 - Present
Job Fund Reporting Consultant at Wells Fargo Global Fund Services
Industry Investment Management
Experience
Wells Fargo Global Fund Services June 2014 - Present
Columbia Management April 2012 - June 2014
Minnesota Department of Revenue November 2010 - May 2012
Wells Fargo November 1998 - November 2010
Skills
Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Project Management, Employee Benefits, Financial Reporting, accounting, Account Reconciliation, Microsoft Excel, Leadership, CPA, Accounting
Education
Metropolitan State University 2007 — 2010
Bachelor of Science (BS), Accounting, 3.9 GPA
University of Minnesota-Twin Cities
BA, Journalism (Advertising), Spanish
Wells Fargo Global Fund Services June 2014 - Present
Columbia Management April 2012 - June 2014
Minnesota Department of Revenue November 2010 - May 2012
Wells Fargo November 1998 - November 2010
Skills
Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Project Management, Employee Benefits, Financial Reporting, accounting, Account Reconciliation, Microsoft Excel, Leadership, CPA, Accounting
Education
Metropolitan State University 2007 — 2010
Bachelor of Science (BS), Accounting, 3.9 GPA
University of Minnesota-Twin Cities
BA, Journalism (Advertising), Spanish
Jeff Bartl Jeff Bartl's Wells Fargo Global Fund Services Experience February 2011 - Present
Job Accountant, Fund Administration at Wells Fargo Global Fund
Industry Accounting
Experience
Wells Fargo Global Fund Services February 2011 - Present
US Bancorp Investments July 2010 - September 2010
RBC Capital Markets 2002 - 2009
RBC Wealth Managment 1999 - 2002
Dain Rauscher 1997 - 1999
Skills
Geneva, Smartstream, Cognos, QuickBooks, IRIS, PeopleSoft, Hedge Funds, Fund Accounting, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Bloomberg Terminal, General Ledger, Accounting, Finance, Financial Services
Education
Metropolitan State University
B.A,, Accounting
Inver Hills Community College
A.A., Accounting/Finance
Wells Fargo Global Fund Services February 2011 - Present
US Bancorp Investments July 2010 - September 2010
RBC Capital Markets 2002 - 2009
RBC Wealth Managment 1999 - 2002
Dain Rauscher 1997 - 1999
Skills
Geneva, Smartstream, Cognos, QuickBooks, IRIS, PeopleSoft, Hedge Funds, Fund Accounting, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Bloomberg Terminal, General Ledger, Accounting, Finance, Financial Services
Education
Metropolitan State University
B.A,, Accounting
Inver Hills Community College
A.A., Accounting/Finance
Devin Swanson Devin Swanson's Wells Fargo Global Fund Services Experience March 2013 - December 2014
Job MBA and MSIS Candidate at Boston University Questrom School of Business
Industry Accounting
Experience
Numberworks November 2011 - June 2015
Novus Media Inc. February 2015 - May 2015
Wells Fargo Global Fund Services March 2013 - December 2014
Best Buy January 2012 - January 2013
Saint Paul College September 2010 - May 2012
Best Buy November 2011 - January 2012
CVS/pharmacy November 2010 - November 2011
CVS/pharmacy March 2009 - November 2011
Phonoptic Productions 1999 - 2009
AGM Financial 2008 - 2008
Skills
Customer Service, Retail, Marketing, Microsoft Excel, Sales, Analysis, Management, Microsoft Office, Time Management, SQL Queries, Oracle, HWM Mantra Investment..., Teaching, Tutoring, Account Reconciliation, Problem Solving, Communication, Data Analysis, DJing, Procedure Manuals, Recording Software, Team Leadership, Teamwork, Cross-functional..., Quality Auditing, Curling, IKEA Furniture Assembly, Process Creation, Process Improvement
Education
Boston University Questrom School of Business 2015 — 2017
Master of Business Administration (MBA), Master of Science in Information Systems (MSIS)
Saint Paul College-A Community and Technical College 2013 — 2013
Certificate, Finance, 4.0
Saint Paul College-A Community and Technical College 2009 — 2012
Associate of Applied Science, Accounting, 4.0
University of Minnesota-Twin Cities 1999 — 2006
BA, Individualized Studies in Decision Making in a Diverse Society, Performance, and Musical Studies
Numberworks November 2011 - June 2015
Novus Media Inc. February 2015 - May 2015
Wells Fargo Global Fund Services March 2013 - December 2014
Best Buy January 2012 - January 2013
Saint Paul College September 2010 - May 2012
Best Buy November 2011 - January 2012
CVS/pharmacy November 2010 - November 2011
CVS/pharmacy March 2009 - November 2011
Phonoptic Productions 1999 - 2009
AGM Financial 2008 - 2008
Skills
Customer Service, Retail, Marketing, Microsoft Excel, Sales, Analysis, Management, Microsoft Office, Time Management, SQL Queries, Oracle, HWM Mantra Investment..., Teaching, Tutoring, Account Reconciliation, Problem Solving, Communication, Data Analysis, DJing, Procedure Manuals, Recording Software, Team Leadership, Teamwork, Cross-functional..., Quality Auditing, Curling, IKEA Furniture Assembly, Process Creation, Process Improvement
Education
Boston University Questrom School of Business 2015 — 2017
Master of Business Administration (MBA), Master of Science in Information Systems (MSIS)
Saint Paul College-A Community and Technical College 2013 — 2013
Certificate, Finance, 4.0
Saint Paul College-A Community and Technical College 2009 — 2012
Associate of Applied Science, Accounting, 4.0
University of Minnesota-Twin Cities 1999 — 2006
BA, Individualized Studies in Decision Making in a Diverse Society, Performance, and Musical Studies
Steven Brownell's Wells Fargo Global Fund Services Experience November 2014 - Present
Job Fund Accountant at Wells Fargo GFG
Industry Accounting
Experience
Wells Fargo Global Fund Services November 2014 - Present
Cargill February 2014 - Present
CBRE June 2013 - February 2014
MicroEdge November 2011 - June 2013
New Carbon Company September 2011 - November 2011
Barrett Networks Inc. May 2010 - July 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, Microsoft Excel, Pivot Tables, Financial Accounting, Microsoft Office, Budgeting, Account Management, Salesforce.com, Debt & Equity Financing, Financial Reporting, Excel, Reconciliation, Word, PowerPoint, Accruals, Journal Entries, Great Plains Software, Microsoft Dynamics, FRx, Yardi Voyager, Asset Dispositions, Bloomberg, FX trading, FX Options, Bonds, Credit Derivatives, Futures, International Trade
Education
University of Notre Dame 2007 — 2011
BBA, Accountancy
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accountancy
Wells Fargo Global Fund Services November 2014 - Present
Cargill February 2014 - Present
CBRE June 2013 - February 2014
MicroEdge November 2011 - June 2013
New Carbon Company September 2011 - November 2011
Barrett Networks Inc. May 2010 - July 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, Microsoft Excel, Pivot Tables, Financial Accounting, Microsoft Office, Budgeting, Account Management, Salesforce.com, Debt & Equity Financing, Financial Reporting, Excel, Reconciliation, Word, PowerPoint, Accruals, Journal Entries, Great Plains Software, Microsoft Dynamics, FRx, Yardi Voyager, Asset Dispositions, Bloomberg, FX trading, FX Options, Bonds, Credit Derivatives, Futures, International Trade
Education
University of Notre Dame 2007 — 2011
BBA, Accountancy
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accountancy
David Wiese David Wiese's Wells Fargo Global Fund Services Experience May 2015 - Present
Job Accounting at Wells Fargo GFS
Industry Accounting
Experience
Wells Fargo Global Fund Services May 2015 - Present
Skills
Private Equity, Fund Administration, Financial Reporting, Accounting, Variance Analysis, Finance, Leadership, Management, Financial Analysis, GAAP, Account Reconciliation, Commercial Real Estate, Investment Properties
Education
Bethel University 2007 — 2011
University of Minnesota - Carlson School of Management 2006 — 2007
Wells Fargo Global Fund Services May 2015 - Present
Skills
Private Equity, Fund Administration, Financial Reporting, Accounting, Variance Analysis, Finance, Leadership, Management, Financial Analysis, GAAP, Account Reconciliation, Commercial Real Estate, Investment Properties
Education
Bethel University 2007 — 2011
University of Minnesota - Carlson School of Management 2006 — 2007
Corinne Mays Corinne Mays's Wells Fargo Global Fund Services Experience September 2014 - Present
Job Executive Assistant at Wells Fargo Global Fund Services
Industry Banking
Experience
Wells Fargo Global Fund Services September 2014 - Present
BMO Harris Bank November 2012 - September 2014
BMO Harris Bank October 2011 - September 2014
BMO Harris Bank May 2009 - October 2011
Best Buy September 2005 - April 2009
Skills
Banking, Retail Banking, Office Administration, Administrative Work, Executive Support, Time Management, Organization, Calendar Planning, Multi Tasking, Sales, Customer Service
Education
Normandale Community College 2007 — 2009
Wells Fargo Global Fund Services September 2014 - Present
BMO Harris Bank November 2012 - September 2014
BMO Harris Bank October 2011 - September 2014
BMO Harris Bank May 2009 - October 2011
Best Buy September 2005 - April 2009
Skills
Banking, Retail Banking, Office Administration, Administrative Work, Executive Support, Time Management, Organization, Calendar Planning, Multi Tasking, Sales, Customer Service
Education
Normandale Community College 2007 — 2009
Mai Lam's Wells Fargo Global Fund Services Experience May 2013 - Present
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Global Fund Services May 2013 - Present
Wells Fargo July 2010 - May 2013
Skills
Financial Analysis, Equities, Fixed Income, Hedge Funds, Bloomberg, Derivatives
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.)
Augsburg College 2008 — 2010
Bachelor's Degree, Accounting and Finance
Wells Fargo Global Fund Services May 2013 - Present
Wells Fargo July 2010 - May 2013
Skills
Financial Analysis, Equities, Fixed Income, Hedge Funds, Bloomberg, Derivatives
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.)
Augsburg College 2008 — 2010
Bachelor's Degree, Accounting and Finance
Nicholas Granata's Wells Fargo Global Fund Services Experience June 2015 - Present
Job US Sales, Alternative Investments at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services June 2015 - Present
Bank of New York Mellon May 2008 - June 2015
Goldman, Sachs & Co. March 2000 - May 2008
Teradyne June 1997 - March 2000
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Investments, Asset Management, Financial Services, Derivatives
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science, Finance and Operations & Strategic Management
Wells Fargo Global Fund Services June 2015 - Present
Bank of New York Mellon May 2008 - June 2015
Goldman, Sachs & Co. March 2000 - May 2008
Teradyne June 1997 - March 2000
Skills
Private Equity, Equities, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Investments, Asset Management, Financial Services, Derivatives
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science, Finance and Operations & Strategic Management
Kyle Kaup Kyle Kaup's Wells Fargo Global Fund Services Experience March 2012 - Present
Job Professional Fund Accountant Wells Fargo Global Fund Services
Industry Accounting
Experience
Wells Fargo Global Fund Services March 2012 - Present
Eide Bailly LLP January 2011 - March 2012
Eide Bailly LLP July 2010 - January 2011
Wells Fargo Auto Finance September 2006 - July 2010
Skills
Fund Accounting, Month End Close, Hedge Accounting, P&L reconciliation, Private Equity, Auditing, Government Auditing, Hedge Funds, Ad Hoc Reporting, Accounting, Collections, Motivated self-starter, Banking, Financial Services, Pricing, Financial Analysis, Bank Reconciliation, P
Education
Northern State University 2006 — 2010
Bachelor's degree, Professional Accounting
Northern State University 2006 — 2010
Bachelor's degree, Banking and Financial Services
Wells Fargo Global Fund Services March 2012 - Present
Eide Bailly LLP January 2011 - March 2012
Eide Bailly LLP July 2010 - January 2011
Wells Fargo Auto Finance September 2006 - July 2010
Skills
Fund Accounting, Month End Close, Hedge Accounting, P&L reconciliation, Private Equity, Auditing, Government Auditing, Hedge Funds, Ad Hoc Reporting, Accounting, Collections, Motivated self-starter, Banking, Financial Services, Pricing, Financial Analysis, Bank Reconciliation, P
Education
Northern State University 2006 — 2010
Bachelor's degree, Professional Accounting
Northern State University 2006 — 2010
Bachelor's degree, Banking and Financial Services
Matthew Crouse Matthew Crouse's Wells Fargo Global Fund Services Experience July 2012 - Present
Job Fund Accountant at Wells Fargo Global Fund Services
Industry Accounting
Experience
Wells Fargo Global Fund Services July 2012 - Present
State Street October 2009 - July 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Financial Modeling, Financial Accounting, Finance, Financial Statements, Fund Accounting, Mutual Funds, Cash Management, General Ledger
Education
Missouri Western State University 2006 — 2009
Bachelor of Science (B.S.), Accounting
Wells Fargo Global Fund Services July 2012 - Present
State Street October 2009 - July 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Financial Modeling, Financial Accounting, Finance, Financial Statements, Fund Accounting, Mutual Funds, Cash Management, General Ledger
Education
Missouri Western State University 2006 — 2009
Bachelor of Science (B.S.), Accounting
Andrew W Johnson, MBA Andrew W Johnson, MBA's Wells Fargo Global Fund Services Experience July 2015 - Present
Job AVP Operations at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services July 2015 - Present
Wells Fargo Global Fund Services December 2013 - July 2015
Wells Fargo Global Fund Services June 2012 - December 2013
CarVal Investors 2011 - June 2012
Ameriprise Financial January 2004 - August 2008
Ameriprise Financial December 2002 - January 2004
Skills
Margin Analysis, Equity Trading, Options Strategies, Financial Processes, Financial Analysis, Bonds, Leadership, Forecasting, Equities, Derivatives, Investments, Risk Management, FX Options, Corporate Finance, Financial Modeling, Asset Managment, Finance, Securities, Management, Fixed Income, Credit, Valuation, Bloomberg, Alternative Investments, Business Analysis, Analysis, Strategic Financial..., Credit Analysis, Series 7, Prime Brokerage, Swaps, Trading, Settlement, Interest Rate Swaps
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts, International Business Management
Albert-Ludwigs-Universität Freiburg im Breisgau 2000 — 2000
German, International Business
Wells Fargo Global Fund Services July 2015 - Present
Wells Fargo Global Fund Services December 2013 - July 2015
Wells Fargo Global Fund Services June 2012 - December 2013
CarVal Investors 2011 - June 2012
Ameriprise Financial January 2004 - August 2008
Ameriprise Financial December 2002 - January 2004
Skills
Margin Analysis, Equity Trading, Options Strategies, Financial Processes, Financial Analysis, Bonds, Leadership, Forecasting, Equities, Derivatives, Investments, Risk Management, FX Options, Corporate Finance, Financial Modeling, Asset Managment, Finance, Securities, Management, Fixed Income, Credit, Valuation, Bloomberg, Alternative Investments, Business Analysis, Analysis, Strategic Financial..., Credit Analysis, Series 7, Prime Brokerage, Swaps, Trading, Settlement, Interest Rate Swaps
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts, International Business Management
Albert-Ludwigs-Universität Freiburg im Breisgau 2000 — 2000
German, International Business
Drew Albers's Wells Fargo Global Fund Services Experience February 2011 - August 2015
Job Interpersonal | Analytical | Client Focused | Wealth Management Enthusiast
Industry Investment Management
Experience
Wells Fargo Global Fund Services February 2011 - August 2015
Ameriprise Financial Services, Inc. August 2009 - February 2011
Skills
Portfolio Management, Financial Analysis, Financial Planning, Finance, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Public Speaking, Microsoft Excel, Microsoft Office, Bloomberg, Leadership
Education
The University of Kansas 2005 — 2009
Bachelor’s Degree, Finance
CIMBA Paderno del Grappa 2008 — 2008
Business Law, Finance: Money and Banking
Wells Fargo Global Fund Services February 2011 - August 2015
Ameriprise Financial Services, Inc. August 2009 - February 2011
Skills
Portfolio Management, Financial Analysis, Financial Planning, Finance, Investments, Hedge Funds, Asset Allocation, Mutual Funds, Public Speaking, Microsoft Excel, Microsoft Office, Bloomberg, Leadership
Education
The University of Kansas 2005 — 2009
Bachelor’s Degree, Finance
CIMBA Paderno del Grappa 2008 — 2008
Business Law, Finance: Money and Banking
Molly Newell's Wells Fargo Global Fund Services Experience May 2013 - August 2013
Job Tutor/Mentor at Project for Pride in Living (PPL)
Industry Accounting
Experience
Project for Pride in Living (PPL) September 2015 - Present
KPMG July 2015 - Present
Delta Gamma January 2014 - January 2015
KPMG June 2014 - August 2014
Delta Gamma Fraternity October 2012 - January 2014
Wells Fargo Global Fund Services May 2013 - August 2013
Kelley Living Learning Center January 2011 - January 2012
Education
Indiana University Bloomington 2011 — 2015
Accounting and Nonprofit Management
Indiana University - Kelley School of Business
Bachelor of Science, Business; Accounting and Finance
Project for Pride in Living (PPL) September 2015 - Present
KPMG July 2015 - Present
Delta Gamma January 2014 - January 2015
KPMG June 2014 - August 2014
Delta Gamma Fraternity October 2012 - January 2014
Wells Fargo Global Fund Services May 2013 - August 2013
Kelley Living Learning Center January 2011 - January 2012
Education
Indiana University Bloomington 2011 — 2015
Accounting and Nonprofit Management
Indiana University - Kelley School of Business
Bachelor of Science, Business; Accounting and Finance
Chris Posch's Wells Fargo Global Fund Services Experience January 2015 - Present
Job US Relationship Manager at Wells Fargo Global Fund Services
Industry Investment Management
Experience
Wells Fargo Global Fund Services January 2015 - Present
Wells Fargo Global Fund Services March 2013 - December 2014
LaCrosse Global Fund Services/Wells Fargo Global Fund Services September 2008 - February 2013
Deephaven Capital Management July 2007 - August 2008
Ameriprise Financial Advisors December 2005 - June 2007
Ernst & Young July 2003 - November 2005
Skills
Hedge Funds, Investment Accounting, Financial Reporting, Management, Financial Planning, Equities, Leadership, Process Improvement, Investments, Client Services, Equity Derivatives, Bank Debt, Corporate Actions, Operations Management
Education
Saint John's University 1999 — 2003
BA, Accounting, Business Management
Wells Fargo Global Fund Services January 2015 - Present
Wells Fargo Global Fund Services March 2013 - December 2014
LaCrosse Global Fund Services/Wells Fargo Global Fund Services September 2008 - February 2013
Deephaven Capital Management July 2007 - August 2008
Ameriprise Financial Advisors December 2005 - June 2007
Ernst & Young July 2003 - November 2005
Skills
Hedge Funds, Investment Accounting, Financial Reporting, Management, Financial Planning, Equities, Leadership, Process Improvement, Investments, Client Services, Equity Derivatives, Bank Debt, Corporate Actions, Operations Management
Education
Saint John's University 1999 — 2003
BA, Accounting, Business Management
Tao (Tony) Kuang's Wells Fargo Global Fund Services Experience September 2008 - April 2013
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo April 2013 - Present
Wells Fargo Global Fund Services September 2008 - April 2013
Deloitte May 2007 - September 2008
Deephaven Capital Management November 2005 - May 2007
Deloitte 2003 - 2005
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Financial Analysis, Internal Controls, IFRS, Financial Modeling, Hedge Funds, Valuation, Account Reconciliation, Due Diligence, Corporate Finance, Fund Accounting, Financial Audits, Sarbanes-Oxley Act, Derivatives, Equities, Alternative Investments, Risk Management, GL, Monthly Close, SEC Financial Reporting
Education
SUNY at Buffalo 2001 — 2003
MBA, Accounting & Finance
Renmin University of China 1991 — 1995
BS, Finance
xicheng middle school
Wells Fargo April 2013 - Present
Wells Fargo Global Fund Services September 2008 - April 2013
Deloitte May 2007 - September 2008
Deephaven Capital Management November 2005 - May 2007
Deloitte 2003 - 2005
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Financial Analysis, Internal Controls, IFRS, Financial Modeling, Hedge Funds, Valuation, Account Reconciliation, Due Diligence, Corporate Finance, Fund Accounting, Financial Audits, Sarbanes-Oxley Act, Derivatives, Equities, Alternative Investments, Risk Management, GL, Monthly Close, SEC Financial Reporting
Education
SUNY at Buffalo 2001 — 2003
MBA, Accounting & Finance
Renmin University of China 1991 — 1995
BS, Finance
xicheng middle school
Andrea Vercruysse's Wells Fargo Global Fund Services Experience October 2013 - Present
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Investment Banking
Experience
Wells Fargo Global Fund Services October 2013 - Present
Wells Fargo Global Fund Services August 2012 - October 2013
Wells Fargo Advisors October 2011 - August 2012
Wells Fargo Securities February 2008 - October 2011
Wells Fargo Institutional Brokerage February 2006 - February 2008
Wells Fargo Bank May 2005 - February 2006
Wells Fargo Bank November 2004 - May 2005
Augustana College August 2001 - August 2003
Blair YMCA May 2001 - August 2002
Blair YMCA May 1996 - August 2002
Skills
Microsoft Excel, Bloomberg Terminal, Bloomberg API, Microsoft Office, Bloomberg Data License, Microsoft Word, Customer Service, Bloomberg, Showcase Query, SQL, Technical Documentation, Analytic Problem Solving, Troubleshooting
Education
Augustana College (SD) 2000 — 2004
Bachelor of Arts, Mathematics; Music
Wells Fargo Global Fund Services October 2013 - Present
Wells Fargo Global Fund Services August 2012 - October 2013
Wells Fargo Advisors October 2011 - August 2012
Wells Fargo Securities February 2008 - October 2011
Wells Fargo Institutional Brokerage February 2006 - February 2008
Wells Fargo Bank May 2005 - February 2006
Wells Fargo Bank November 2004 - May 2005
Augustana College August 2001 - August 2003
Blair YMCA May 2001 - August 2002
Blair YMCA May 1996 - August 2002
Skills
Microsoft Excel, Bloomberg Terminal, Bloomberg API, Microsoft Office, Bloomberg Data License, Microsoft Word, Customer Service, Bloomberg, Showcase Query, SQL, Technical Documentation, Analytic Problem Solving, Troubleshooting
Education
Augustana College (SD) 2000 — 2004
Bachelor of Arts, Mathematics; Music
Larry Popowitz's Wells Fargo Global Fund Services Experience September 2014 - Present
Job Vice President at Wells Fargo Global Fund Services
Industry Accounting
Experience
Wells Fargo Global Fund Services September 2014 - Present
Citi Private Equity Services, Inc. December 2004 - August 2014
Goldman, Sachs & Co. 1990 - 1997
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Private Equity, Management, Hedge Funds, Financial Services, Due Diligence, Valuation
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Global Fund Services September 2014 - Present
Citi Private Equity Services, Inc. December 2004 - August 2014
Goldman, Sachs & Co. 1990 - 1997
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Private Equity, Management, Hedge Funds, Financial Services, Due Diligence, Valuation
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Mitch Meyer's Wells Fargo Global Fund Services Experience September 2008 - Present
Job Application Business Analyst
Industry Financial Services
Experience
Wells Fargo Global Fund Services September 2008 - Present
Vigilante Products December 2007 - Present
Four51 May 2006 - September 2008
Skills
Business Analysis, Data Analysis, SQL, Process Improvement, Derivatives, Financial Analysis, Project Management, Team Leadership, SharePoint, Risk Management, Microsoft Excel, Financial Reporting, Equities
Education
Luther College 2002 — 2006
B.A., Management, Economics, Music
Wells Fargo Global Fund Services September 2008 - Present
Vigilante Products December 2007 - Present
Four51 May 2006 - September 2008
Skills
Business Analysis, Data Analysis, SQL, Process Improvement, Derivatives, Financial Analysis, Project Management, Team Leadership, SharePoint, Risk Management, Microsoft Excel, Financial Reporting, Equities
Education
Luther College 2002 — 2006
B.A., Management, Economics, Music
Funmi Garrick's Wells Fargo Global Fund Services Experience January 2013 - Present
Job Assistant Vice President at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services January 2013 - Present
Wells Fargo Global Fund Services June 2010 - January 2013
ABN Amro and UBS 2007 - 2008
Morgan Stanley 2005 - 2006
Deutsche Bank 2004 - 2005
Toronto Dominion Bank 2001 - 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Forecasting, Managerial Finance, Financial Modeling, Risk Management, Financial Audits, Equities, Management, Investments
Education
London South Bank University 1992 — 1994
BA, Accounting and Finance
Wells Fargo Global Fund Services January 2013 - Present
Wells Fargo Global Fund Services June 2010 - January 2013
ABN Amro and UBS 2007 - 2008
Morgan Stanley 2005 - 2006
Deutsche Bank 2004 - 2005
Toronto Dominion Bank 2001 - 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Forecasting, Managerial Finance, Financial Modeling, Risk Management, Financial Audits, Equities, Management, Investments
Education
London South Bank University 1992 — 1994
BA, Accounting and Finance
Shqipe Emrullahi Latifi, CPA, MBA's Wells Fargo Global Fund Services Experience August 2010 - March 2013
Job Senior Accountant at Wells Fargo Corporate Controllers
Industry Financial Services
Experience
Wells Fargo Corporate Controllers April 2013 - Present
Wells Fargo Global Fund Services August 2010 - March 2013
Wells Fargo Investments October 2009 - August 2010
Wells Fargo Home Mortgage February 2008 - December 2008
Metropolitan State University April 2005 - April 2008
Jani-King December 2006 - January 2008
Skills
Financial Analysis, Finance, Budgets, Process Improvement, Accounting, Financial Modeling, Analysis, Investments, Corporate Finance, Auditing, Marketing, Internal Controls, Hedge Funds, Equities,..., Risk Management, Financial Reporting, Account Reconciliation, Fund Accounting, P&L..., Fixed Income, ..., GAAP, Accruals,..., SOX 404, COSO Framework, FATCA, Microsoft Excel
Education
Saint Mary's University of Minnesota 2009 — 2010
Master's in Business Administration (MBA), Finance, Accounting, Management
Metropolitan State University 2004 — 2007
Bachelor of Science, Finance
Minnesota Board of Accountancy
Certified Public Accountant
Wells Fargo Corporate Controllers April 2013 - Present
Wells Fargo Global Fund Services August 2010 - March 2013
Wells Fargo Investments October 2009 - August 2010
Wells Fargo Home Mortgage February 2008 - December 2008
Metropolitan State University April 2005 - April 2008
Jani-King December 2006 - January 2008
Skills
Financial Analysis, Finance, Budgets, Process Improvement, Accounting, Financial Modeling, Analysis, Investments, Corporate Finance, Auditing, Marketing, Internal Controls, Hedge Funds, Equities,..., Risk Management, Financial Reporting, Account Reconciliation, Fund Accounting, P&L..., Fixed Income, ..., GAAP, Accruals,..., SOX 404, COSO Framework, FATCA, Microsoft Excel
Education
Saint Mary's University of Minnesota 2009 — 2010
Master's in Business Administration (MBA), Finance, Accounting, Management
Metropolitan State University 2004 — 2007
Bachelor of Science, Finance
Minnesota Board of Accountancy
Certified Public Accountant
Robert Anderson, CPA's Wells Fargo Global Fund Services Experience August 2010 - September 2012
Job Senior Staff Accountant at Simon Property Group
Industry Financial Services
Experience
Simon Property Group May 2014 - Present
Remy International October 2012 - May 2014
Wells Fargo Global Fund Services August 2010 - September 2012
Wells Fargo Global Fund Services June 2008 - August 2010
Skills
Financial Reporting
Education
University of Northern Iowa 2007 — 2008
M.A., Accounting
University of Northern Iowa 2003 — 2007
B.A., Accounting
Simon Property Group May 2014 - Present
Remy International October 2012 - May 2014
Wells Fargo Global Fund Services August 2010 - September 2012
Wells Fargo Global Fund Services June 2008 - August 2010
Skills
Financial Reporting
Education
University of Northern Iowa 2007 — 2008
M.A., Accounting
University of Northern Iowa 2003 — 2007
B.A., Accounting
Jennifer Snapp-Nemo's Wells Fargo Global Fund Services Experience August 2008 - Present
Job Assistant Vice President On Boarding Manager, Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services August 2008 - Present
Wells Fargo Global Fund Services (formerly LaCrosse Global Fund Services) February 2005 - August 2008
Robert Half Finance & Accounting 2004 - 2005
Benson Quinn Commodities Inc 2000 - 2004
Benson Quinn Commodities Inc 1996 - 2000
Skills
Hedge Funds, Financial Services, Accounting, Equities, Asset Managment, Alternative Investments, Securities, Prime Brokerage, Back Office, Financial Markets, Relationship Management, Bank Secrecy Act, CIP, OFAC, Grain, Technical Analysis, Fundamental Analysis, Asset Management, Financial Risk, Options
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA, Finance and Entrepreneurial Studies
Viterbo University 1990 — 1994
Bachelor’s Degree, Accounting
Wells Fargo Global Fund Services August 2008 - Present
Wells Fargo Global Fund Services (formerly LaCrosse Global Fund Services) February 2005 - August 2008
Robert Half Finance & Accounting 2004 - 2005
Benson Quinn Commodities Inc 2000 - 2004
Benson Quinn Commodities Inc 1996 - 2000
Skills
Hedge Funds, Financial Services, Accounting, Equities, Asset Managment, Alternative Investments, Securities, Prime Brokerage, Back Office, Financial Markets, Relationship Management, Bank Secrecy Act, CIP, OFAC, Grain, Technical Analysis, Fundamental Analysis, Asset Management, Financial Risk, Options
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA, Finance and Entrepreneurial Studies
Viterbo University 1990 — 1994
Bachelor’s Degree, Accounting
Jeff Wassenberg's Wells Fargo Global Fund Services Experience December 2011 - Present
Job Vice President, Global Business Solutions at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Jerome D'Alessandro's Wells Fargo Global Fund Services Experience December 2011 - May 2013
Job Operations Analyst at Parametric Clifton
Industry Financial Services
Experience
Parametric Clifton May 2013 - Present
Wells Fargo Global Fund Services December 2011 - May 2013
U.S. Bank August 2010 - August 2011
US Bank January 2008 - August 2010
Skills
Finance, Strategic Planning, Account Management, Loans, Analysis, Financial Modeling, Financial Analysis, Mutual Funds, Process Improvement, Forecasting, Risk Management, Hedge Funds, Equities, Financial Services, Data Analysis, Securities, Credit, Settlement, Microsoft Excel, Credit Analysis, Leadership, Strategic Financial..., Corporate Finance, PowerPoint, Microsoft Word, Access, Bloomberg, Customer Service, Accounting, Business Analysis, Account Reconciliation, Bonds, Cash Management, Fixed Income, Microsoft Office
Education
Saint John's University 2003 — 2007
BA, Finance
Parametric Clifton May 2013 - Present
Wells Fargo Global Fund Services December 2011 - May 2013
U.S. Bank August 2010 - August 2011
US Bank January 2008 - August 2010
Skills
Finance, Strategic Planning, Account Management, Loans, Analysis, Financial Modeling, Financial Analysis, Mutual Funds, Process Improvement, Forecasting, Risk Management, Hedge Funds, Equities, Financial Services, Data Analysis, Securities, Credit, Settlement, Microsoft Excel, Credit Analysis, Leadership, Strategic Financial..., Corporate Finance, PowerPoint, Microsoft Word, Access, Bloomberg, Customer Service, Accounting, Business Analysis, Account Reconciliation, Bonds, Cash Management, Fixed Income, Microsoft Office
Education
Saint John's University 2003 — 2007
BA, Finance
Tim Sheely's Wells Fargo Global Fund Services Experience December 2011 - Present
Job Vice President Operations
Industry Financial Services
Experience
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services November 2010 - November 2011
Lacrosse Global Fund Services January 2010 - November 2010
LaCrosse Global Fund Services October 2009 - January 2010
LaCrosse Global Fund Services May 2006 - October 2009
Skills
Middle Office, Derivatives, Trading, Equities, Fixed Income, Commodity, Asset Management, Bloomberg, Securities
Education
University of St. Thomas - Opus College of Business 2004 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
BA, Economics with a Quantitative Emphasis
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services November 2010 - November 2011
Lacrosse Global Fund Services January 2010 - November 2010
LaCrosse Global Fund Services October 2009 - January 2010
LaCrosse Global Fund Services May 2006 - October 2009
Skills
Middle Office, Derivatives, Trading, Equities, Fixed Income, Commodity, Asset Management, Bloomberg, Securities
Education
University of St. Thomas - Opus College of Business 2004 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
BA, Economics with a Quantitative Emphasis
Bindiya Shah's Wells Fargo Global Fund Services Experience March 2006 - Present
Job Assistant Vice President at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services March 2006 - Present
Wells Fargo Global Fund Services ( LaCrosse GFS) August 2008 - September 2012
Wells Fargo Global Fund Services (LaCrosse GFS) March 2006 - August 2008
UMass Lowell Career Services January 2003 - May 2005
Putnam Investments September 2004 - December 2004
Skills
Team Leadership, Data Analysis, Hedge Funds, Financial Analysis, Financial Reporting, Fund Accounting, Investor Accounting, Accounting, Fund Administration, Valuation, Equities, Fixed Income
Education
University of Massachusetts at Lowell 2003 — 2005
BSBA, Finance
Middlesex Community College 1999 — 2002
Associate's, Business Administration
Wells Fargo Global Fund Services March 2006 - Present
Wells Fargo Global Fund Services ( LaCrosse GFS) August 2008 - September 2012
Wells Fargo Global Fund Services (LaCrosse GFS) March 2006 - August 2008
UMass Lowell Career Services January 2003 - May 2005
Putnam Investments September 2004 - December 2004
Skills
Team Leadership, Data Analysis, Hedge Funds, Financial Analysis, Financial Reporting, Fund Accounting, Investor Accounting, Accounting, Fund Administration, Valuation, Equities, Fixed Income
Education
University of Massachusetts at Lowell 2003 — 2005
BSBA, Finance
Middlesex Community College 1999 — 2002
Associate's, Business Administration
Mark Dunnigan's Wells Fargo Global Fund Services Experience January 2011 - Present
Job Professional Analyst
Industry Financial Services
Experience
Wells Fargo Global Fund Services January 2011 - Present
DST TASS 2006 - 2010
Education
Saint John's University 2001 — 2005
Business Management, Business Management, Economics
Wells Fargo Global Fund Services January 2011 - Present
DST TASS 2006 - 2010
Education
Saint John's University 2001 — 2005
Business Management, Business Management, Economics
Alex Gorman's Wells Fargo Global Fund Services Experience March 2014 - Present
Job Fund Accountant at Wells Fargo Global Fund Services
Industry Banking
Experience
Wells Fargo Global Fund Services March 2014 - Present
Wells Fargo Home Mortgage July 2012 - March 2014
Wells Fargo Home Mortgage June 2011 - July 2012
Skills
Credit, Mortgage Lending, Financial Analysis, Customer Service, Accounting, Finance, Hedge Funds, Fund Accounting, Fund Administration, Credit Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Iowa State University 2007 — 2011
Bachelors of Science, Accounting, Biology Minor
Wells Fargo Global Fund Services March 2014 - Present
Wells Fargo Home Mortgage July 2012 - March 2014
Wells Fargo Home Mortgage June 2011 - July 2012
Skills
Credit, Mortgage Lending, Financial Analysis, Customer Service, Accounting, Finance, Hedge Funds, Fund Accounting, Fund Administration, Credit Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Iowa State University 2007 — 2011
Bachelors of Science, Accounting, Biology Minor
Katie Lui's Wells Fargo Global Fund Services Experience May 2012 - Present
Job Operations Analyst at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services May 2012 - Present
Wells Fargo Bank January 2008 - Present
Wells Fargo Bank January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Wells Fargo Bank January 2005 - January 2006
UBS Investment Bank August 2004 - December 2004
Merrill Lynch January 2004 - June 2004
Skills
Bloomberg, Account Reconciliation
Education
Bethel University 2000 — 2004
Bachelor of Arts, Business Marketing and Human Resources Management Emphasis
Wells Fargo Global Fund Services May 2012 - Present
Wells Fargo Bank January 2008 - Present
Wells Fargo Bank January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Wells Fargo Bank January 2005 - January 2006
UBS Investment Bank August 2004 - December 2004
Merrill Lynch January 2004 - June 2004
Skills
Bloomberg, Account Reconciliation
Education
Bethel University 2000 — 2004
Bachelor of Arts, Business Marketing and Human Resources Management Emphasis
Andrew Bartus's Wells Fargo Global Fund Services Experience January 2013 - August 2014
Job Account Management Supervisor at Wells Fargo
Industry
Experience
Wells Fargo August 2014 - Present
Wells Fargo Global Fund Services January 2013 - August 2014
Minnesota Department of Agriculture June 2012 - January 2013
Wells Fargo January 2010 - June 2012
Wells Fargo Advisors February 2006 - January 2010
Education
University of Minnesota-Duluth 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Wells Fargo August 2014 - Present
Wells Fargo Global Fund Services January 2013 - August 2014
Minnesota Department of Agriculture June 2012 - January 2013
Wells Fargo January 2010 - June 2012
Wells Fargo Advisors February 2006 - January 2010
Education
University of Minnesota-Duluth 2000 — 2005
Bachelor of Arts (B.A.), Finance, General
Tyler Bring's Wells Fargo Global Fund Services Experience July 2013 - May 2014
Job Senior Associate, Fund Accounting External Reporting
Industry Financial Services
Experience
Pine River Capital Management May 2014 - Present
Wells Fargo Global Fund Services July 2013 - May 2014
Wells Fargo Global Fund Services September 2008 - July 2013
Ryan, Hodgins & Associates January 2006 - September 2008
Skills
Accounting, Financial Accounting, Account Reconciliation, Fund Accounting, Financial Analysis, Auditing, Financial Audits, Financial Modeling, Financial Reporting, Finance, Tax Preparation, Corporate Tax, Tax Accounting, IRIS, PeopleSoft, Bloomberg Terminal, GAAP, IFRS, Financial Statements, Hedge Funds
Education
North Dakota State University 2000 — 2005
Bachelor of Science (BS), Accounting
Pine River Capital Management May 2014 - Present
Wells Fargo Global Fund Services July 2013 - May 2014
Wells Fargo Global Fund Services September 2008 - July 2013
Ryan, Hodgins & Associates January 2006 - September 2008
Skills
Accounting, Financial Accounting, Account Reconciliation, Fund Accounting, Financial Analysis, Auditing, Financial Audits, Financial Modeling, Financial Reporting, Finance, Tax Preparation, Corporate Tax, Tax Accounting, IRIS, PeopleSoft, Bloomberg Terminal, GAAP, IFRS, Financial Statements, Hedge Funds
Education
North Dakota State University 2000 — 2005
Bachelor of Science (BS), Accounting
Andrew Varpness, CPA's Wells Fargo Global Fund Services Experience December 2007 - November 2014
Job Business Analyst at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management November 2014 - Present
Wells Fargo Global Fund Services December 2007 - November 2014
Wells Fargo Global Fund Services December 2006 - December 2007
Deloitte Tax, LLP August 2003 - December 2006
The Minnesota Daily January 2002 - June 2003
Skills
Certified Public..., System Implementations, Process Design and..., Derivatives, Internal Controls, Investor Servicing, Investor Reporting, Microsoft Excel, Microsoft Office, P&L reconciliation, KYC, Anti Money Laundering, Equities, Accounting, CPA, Hedge Funds, P&L Management, Financial Reporting, Fund Accounting, Financial Analysis, Auditing, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business, Accounting, minor in Finance
Pine River Capital Management November 2014 - Present
Wells Fargo Global Fund Services December 2007 - November 2014
Wells Fargo Global Fund Services December 2006 - December 2007
Deloitte Tax, LLP August 2003 - December 2006
The Minnesota Daily January 2002 - June 2003
Skills
Certified Public..., System Implementations, Process Design and..., Derivatives, Internal Controls, Investor Servicing, Investor Reporting, Microsoft Excel, Microsoft Office, P&L reconciliation, KYC, Anti Money Laundering, Equities, Accounting, CPA, Hedge Funds, P&L Management, Financial Reporting, Fund Accounting, Financial Analysis, Auditing, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science in Business, Accounting, minor in Finance
Audrey Carlson's Wells Fargo Global Fund Services Experience December 2010 - Present
Job Fund Accountant Wells Fargo Global Fund Services
Industry Accounting
Experience
Wells Fargo Global Fund Services December 2010 - Present
Baker October 2007 - May 2009
RR Donnelley September 2006 - July 2007
Skills
Attention to Detail, Organized, Problem Solving, Time Management, Microsoft Excel, Microsoft Word, Motivated, Teamwork, Professional, Communication, Payroll, Accounting, Invoicing, Microsoft Office, General Ledger, GAAP, Financial Statements
Education
Minnesota School of Business 2009 — 2013
Bachelor's degree, Accounting
Central Lakes College-Brainerd 2003 — 2006
Associate's degree, Accounting
Wells Fargo Global Fund Services December 2010 - Present
Baker October 2007 - May 2009
RR Donnelley September 2006 - July 2007
Skills
Attention to Detail, Organized, Problem Solving, Time Management, Microsoft Excel, Microsoft Word, Motivated, Teamwork, Professional, Communication, Payroll, Accounting, Invoicing, Microsoft Office, General Ledger, GAAP, Financial Statements
Education
Minnesota School of Business 2009 — 2013
Bachelor's degree, Accounting
Central Lakes College-Brainerd 2003 — 2006
Associate's degree, Accounting
Adam Maatz's Wells Fargo Global Fund Services Experience April 2015 - Present
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services April 2015 - Present
Galliard Capital Management September 2013 - April 2015
Hartford Funds March 2012 - September 2013
Hartford Funds September 2010 - March 2012
RBC Capital Markets March 2007 - March 2010
Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General
Wells Fargo Global Fund Services April 2015 - Present
Galliard Capital Management September 2013 - April 2015
Hartford Funds March 2012 - September 2013
Hartford Funds September 2010 - March 2012
RBC Capital Markets March 2007 - March 2010
Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services
Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General
Jim Fromm's Wells Fargo Global Fund Services Experience August 2014 - Present
Job Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Global Fund Services August 2014 - Present
Harrington Langer & Associates August 2012 - July 2014
CliftonLarsonAllen August 2011 - April 2012
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Customer Service, Banking, Management, Microsoft Word, Risk Management, Analysis
Education
Minnesota State University, Mankato 2006 — 2011
BS, Accounting and Finance
Wells Fargo Global Fund Services August 2014 - Present
Harrington Langer & Associates August 2012 - July 2014
CliftonLarsonAllen August 2011 - April 2012
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Customer Service, Banking, Management, Microsoft Word, Risk Management, Analysis
Education
Minnesota State University, Mankato 2006 — 2011
BS, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY