Dennis Westley Email & Phone Number

Greater Philadelphia Area

New York City

Apex Fund Services, one of the world's largest independent fund administrators, has appointed Dennis Westley as Managing Director, North America.Dennis Westley will have responsibility for growing Apex's North American operation.

Teaching graduate level course in Mutual Fund Investing

Managing Director; Head of North America Client Services; Delaware Site Manager Managed a client service group supporting North America Alternative Investment Services.Managed a high client and staff retention rate following corporate merger facilitating a lower cost and higher revenue transitionBuilt an engaged client service team utilizing internal transfers, retaining top talent within the organizationProvided coverage for 200 Alternative Investment clients supported by global functional operating unitsMonitored client profitability and contracted deliverables while maintaining quality and risk management. Managed exit strategies for unprofitable clients, increasing profit marginsSupported sales efforts by providing consultation in areas of fund structures and regulation

Senior Managing Director; Business Head for Alternative Investment Servicing Line of Business head with oversight responsibilities for the North America Alternative Investment Services profit (loss) and operations. Group consisted of over 350 staff responsible for full fund administration, including fund accounting, investor services, tax and financial reporting.• Served as a contributing member of the PNC GIS Executive Operating Committee• Delivered acceptable operating margins within one year of assuming group responsibilities. Prior year was operating at a loss• Built team by getting the ‘right people on the bus’ through both internal transfers and external hires• Served as a Director of PFPC Distributors, Inc. utilizing background with broker/dealer and FINRA licenses

Vice President and Treasurer of the William Penn FundsChief Financial Officer of Penn Square Management Corporation • Managed operations and strategy in support of AUM growth from $200 million to $1 billion• Supported private equity owner with sale of Company after increasing revenue consistently over a 10 year period

Bachelor Of Arts (B.A.), Accounting

Education record