Doug Hess

Doug Hess Email and Phone Number

Vice President - Client Services Manager at UMB Fund Services @
Doug Hess's Location
Greater Milwaukee, United States
About Doug Hess

Client focused, collaborative leader with over 25 years of experience building teams to drive results and client satisfaction. An experienced manager focused on developing employees, managing risks while aware of objectives.Strengths and skills include financial & tax reporting, client relationships, board governance, Investment Company Act of 1940, Internal Revenue Code, audit management and expense analysis and control.

Doug Hess's Current Company Details
UMB Fund Services

Umb Fund Services

Vice President - Client Services Manager at UMB Fund Services
Doug Hess Work Experience Details
  • Umb Fund Services
    Vice President, Senior Client Services Manager
    Umb Fund Services Feb 2019 - Present
    Greater Milwaukee Area
  • U.S. Bancorp Global Funds Services
    Senior Vice President - Fund Administration
    U.S. Bancorp Global Funds Services Feb 1997 - Nov 2018
    Managed team of Compliance Administrators who were responsible for the accounting and compliance functions for our Mutual Fund clients of varying degrees of complexity. Served as Chief Executive Officer to a multi-billion dollar Multiple Series Trust.
  • Firstar Trust Company
    Disbursements Supervisor
    Firstar Trust Company Aug 1990 - Jan 1997
    Milwaukee, Wi
    Managed team of individuals responsible for the processing of monthly pension payments as well as Lump Sum and Rollover distributions from Retirement Plan accounts.

Doug Hess Skills

Regulatory Compliance Financial Reporting Budget Monitoring Mutual Funds Management Sarbanes Oxley Act Fund Administration Team Leadership Risk Management Finance Accounting Securities Regulation Expense Management Microsoft Excel Microsoft Powerpoint Microsoft Word Morningstar Lipper Bloomberg Terminal Edgar Filings Sec Financial Reporting Generally Accepted Accounting Principles Financial Services 1120 Ric Financial Statements Compliance Management Financial Analysis Leadership Securities Expense Budget Management Portfolio Management Asset Management Investments Customer Relationship Management

Doug Hess Education Details

Frequently Asked Questions about Doug Hess

What company does Doug Hess work for?

Doug Hess works for Umb Fund Services

What is Doug Hess's role at the current company?

Doug Hess's current role is Vice President - Client Services Manager at UMB Fund Services.

What schools did Doug Hess attend?

Doug Hess attended University Of Wisconsin-Milwaukee, Lakeland University.

What skills is Doug Hess known for?

Doug Hess has skills like Regulatory Compliance, Financial Reporting, Budget Monitoring, Mutual Funds, Management, Sarbanes Oxley Act, Fund Administration, Team Leadership, Risk Management, Finance, Accounting, Securities Regulation.

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