Jill Stevenson Email and Phone Number
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Jill Stevenson personal email
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Jill Stevenson is a Mutual Funds Treasurer and Head of Operations at U.S. Bancorp Asset Management. She possess expertise in investments, mutual funds, financial analysis, fixed income, securities and 8 more skills.
U.S. Bancorp Asset Management
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Mutual Funds Treasurer And Head Of OperationsU.S. Bancorp Asset ManagementMinneapolis, Mn, Us -
Mutual Funds Treasurer & Head Of OperationsU.S. Bancorp Asset Management Sep 2014 - PresentMinneapolis, MnResponsible for accounting, treasury, portfolio administration, reporting, securities lending administration, front office and trade settlement of an investment adviser that manages over $80 billion in assets under management. Plays a significant role with the Board of Directors and serves as an officer for each of the funds and principal financial officer for filing SEC certifications. -
Mutual Funds TreasurerU.S. Bancorp Asset Management Jan 2011 - Aug 2014Minneapolis, MnDirect day-to-day operations and administration of several open-end and closed-end mutual funds with assets under management of $40 billion. Attend board meetings and serve as officer for each of the funds and principal financial officer for filing SEC certifications. -
Mutual Funds Assistant TreasurerFaf Advisors May 2003 - Dec 2010Minneapolis, MnResponsible for overseeing fund accounting, financial and tax reporting for over 40 open-end and closed-end mutual funds. Budgeted and controlled expenses for each fund. Participated in due diligence reviews on an annual basis. Played a role in presenting valuation statistics to the fund's Board of Directors. -
Vice President, Director Of OperationsPaladin Investment Associates, Llc Jan 2000 - Apr 2003Minneapolis, MnResponsible for managing the investment operations, trade settlements, and investment accounting departments. Also responsible for monitoring personal trading compliance, portfolio compliance, and SEC reporting.
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Associate Vice President, Director Of Fund AdministrationInvestment Advisers Jan 1999 - Dec 1999Minneapolis, MnResponsible for relationship with outsourcing partner for 15 mutual funds and 6 trust funds. Managed fund accounting, financial reporting, SEC compliance, and the investment accounting department responsible for institutional accounts. -
Various PositionsInvestment Advisers, Inc. Sep 1984 - Dec 1999Minneapolis, MnHeld various positions including Mutual fund Transfer Agent, Mutual Fund Accountant and worked my way up through the years to Fund Accounting Manager.
Jill Stevenson Skills
Jill Stevenson Education Details
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Business Administration And Management, General
Frequently Asked Questions about Jill Stevenson
What company does Jill Stevenson work for?
Jill Stevenson works for U.s. Bancorp Asset Management
What is Jill Stevenson's role at the current company?
Jill Stevenson's current role is Mutual Funds Treasurer and Head of Operations.
What is Jill Stevenson's email address?
Jill Stevenson's email address is ji****@****nds.com
What is Jill Stevenson's direct phone number?
Jill Stevenson's direct phone number is +161230*****
What schools did Jill Stevenson attend?
Jill Stevenson attended Bethel University.
What skills is Jill Stevenson known for?
Jill Stevenson has skills like Investments, Mutual Funds, Financial Analysis, Fixed Income, Securities, Financial Services, Equities, Asset Management, Finance, Banking, Management, Financial Modeling.
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