Andrew Geisert Email and Phone Number

Providing management and accounting consulting services to alternative asset managers and other small businesses.

Applied an entrepreneurial approach to design and implement creative research based best practice programs to help low income individuals acquire and grow income and assets through workforce development, entrepreneurship and financial literacy supported with comprehensive wrap around stabilization services.

ARIS Research and Technology provides state of the art financial solutions and infrastructure for fixed income trading, portfolio management, and risk management.

NGO Treasury Services was conceived to be a newly formed not-for-profit that intended to provide financial and treasury services, initially in the area of foreign exchange risk management, to global non-profit organizations.

Managed all middle and back office financial functions including treasury; security and derivative operations; accounting; tax, financial, and investor reporting; and insured that all operations met the standards of industry best practices. Responsible for the general operation of the management company, including service provider selection and annual review, lease and contract negotiations, human resource and employee matters, financial analysis, and annual budgeting. Collaborated with the director of information technology to build and maintain the required IT infrastructure in a cost effective manner, and collaborated with the firm’s general counsel on all aspects of regulatory compliance.

Responsible for all aspects of investment fund financial reporting including monthly net asset value calculation, monthly financial reporting and analysis, year-end financial statement preparation, and management of the annual audit.

Specialized in the financial services division, conducting audits and special projects for a variety of banks, broker / dealers and registered investment companies.