U.S. Bank Global Fund Services, provides single-source solutions to support a variety of investment strategies and products including mutual funds, alternative investments, exchange-traded funds and collective investment trusts.As a relationship manager, I work with our client fund managers in their connections to our various service lines; whether that be with our custody services (relative to their fund’s portfolio trading activities), fund administration services, fund accounting services and/or transfer agency services (in the recordkeeping and servicing relative to their fund’s shareholders). My client list includes advisors/managers of a variety of mutual funds (some in our multi-series trusts) as well as those of collective investment trusts. I work with clients in converting services to U.S. Bank and/or launching, liquidating or acquiring investment products and enjoy working with all on a day-to-day basis regarding needs they have re fund operations as their relationship with U.S. Bank evolves.

In working for this international funds services provider, I was a fund accountant for a master/feeder structure of offshore hedge funds.

In working for this association for national fraternal organizations, I was responsible for duties covering human resources, bookkeeping and facilities management.