Jeff Barton Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Mn, Us

■ Oversee and manage day-to-day operations for a 15-fund, $100 billion '40 Act mutual fund complex.■ Lead all shareholder, board, financial, and regulatory reporting projects throughout fiscal year, manage competing priorities and balance all stakeholder accountabilities in accordance with aggressive timelines. ■ Mentor and manage a team of talented and driven professionals; promote a collaborative environment that empowers individual contributors and promotes continuous professional growth and innovation. ■ Contribute to development and enhancement of best practices, departmental processes and procedures, and workflow tools aimed at increasing efficiency and accuracy, and mitigating risk. ■ Build and maintain healthy working relationships with clients, attorneys, auditors, broker/dealers and internal/external departments and service providers.■ Perform quantitative and qualitative analyses to demonstrate immediate and downstream impacts, project fund expenses/ revenues, oversee fund operating budgets and calculate financial metrics, including SEC yield, portfolio turnover, management fees/ waivers, and dividends/ capital gains. ■ Monitor fund compliance in accordance with IRS and SEC regulatory requirements, and investment objectives and limitations as stated within a fund's prospectus/ SAI.

Minneapolis, Mn, Us

Minneapolis, Mn, Us

Minneapolis, Mn, Us

U.S. Bank Global Custody Solutions offers a comprehensive suite of services tailored to fit virtually all clients' asset servicing needs, including: global fund custody, institutional trustee services, portfolio management, pension plan payment services, cash/ liquidity management, and cryptocurrency custody services. KEY ACCOUNTABILITIES■ Researched trade exceptions between security and mutual fund positions recorded on internal trust databases, and actual positions maintained at depository, custodian, sub-custodian, broker/ dealer, or mutual fund company. ■ Originated detailed reconciliation reporting for internal business lines used to track exceptions and monitor timeliness of resolution.■ Assisted with compiling documentation in accordance with OCC audit requests. ■ Developed a strong working knowledge of back office operations and core concepts critical to supporting the day-to-day needs of the investment management industry.

Waukesha, Wisconsin, Us

Wildeck is one of the largest U.S. manufacturers of industrial steel work platforms (mezzanines), vertical reciprocating conveyors (VRCs), rideable material lifts, and industrial safety products. KEY ACCOUNTABILITIES▣ Project Management & Product Sales ■ Supported vast dealer network and external sales force by responding to incoming RFPs for highly specialized industrial applications of significant scope and complexity.■ Worked closely with structural and mechanical engineers to draft competitive (and profitable) project bids in conformance with all applicable building codes. ■ Provided ongoing updates and support and held weekly touchpoints with key project stakeholders to manage expectations, discuss revisions, and ensure adherence to timelines. ■ Participated in site visits to understand unique project challenges, and educate clients about the key advantages of using a Wildeck-designed solution to meet their needs.■ Assisted with assembly and installation of several mezzanine and lift projects in an effort to solidify product knowledge and identify additional sales opportunities. ■ Updated product pricing schedules used by sales teams to align current commodity prices with project margin objectives and helped introduce product bundle pricing and refreshed marketing initiatives, increasing sales in the Industrial Safety Products segment by more than 20% quarter-over-quarter.▣ Skills Developed and Leveraged ■ Inside Sales ■ Project Management ■ Data Analysis ■ Critical Thinking ■ Relationship Building ■ Cross-Functional Collaboration ■ Active Listening ■ Product Knowledge ■ Time Management ■ Client Services ■ Manufacturing ■ Pricing ■ Marketing ■ Problem Solving ■ Blueprint Reading ■ Negotiation ■ Cold Calling ■ Cross-Selling ■ Adaptability ■ Interpersonal Communication ■ Tenacity ■ Empathy ■ Contracts