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Online Resumes with "40 Act Operations"
With 25+ years of financial services experience in Mutual Funds, Partnerships, SMAs & other investment products. I have consistently translated investment ideas and overcome operational barriers, bringing tangible, quantifiable and proven results to an organization and its clients, through operations service and IT solutions. I have worked with products having assets under management, under $100milion to over $1bill...
Tags for this Online Resume: Consulting, Application Development, Business Plan, Financial, Accounting, Custody, Fund Accounting, ETF Development, ETF Operations, Product Development, Process Development, Operations Management, Change Management, Conversion Management, 40 Act Operations, Compliance and Tax, Technology Development, Prototyping, Database management and design, Client Service, Board Presentations, Documentation, Training, Software Testing, MS Access, SQL, MS PRoject, MS Visio, MS Word, S PowerPoint, Contract and Fee Negotiations, Prospectus and SAI Drafting and Review, RAD/Agile and Waterfall development, Applications Design and Programming, Infrastructure Planning, Board Presentaions, Fund Treasurer, Fund Advisor Operations, Fund Administration Operations