Jill Stevenson

Jill Stevenson Email and Phone Number

Mutual Funds Treasurer and Head of Operations @ U.S. Bancorp Asset Management
Minneapolis, MN, US
Jill Stevenson's Location
Minneapolis, Minnesota, United States, United States
Jill Stevenson's Contact Details

Jill Stevenson personal email

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About Jill Stevenson

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.

Jill Stevenson's Current Company Details
U.S. Bancorp Asset Management

U.S. Bancorp Asset Management

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Mutual Funds Treasurer and Head of Operations
Minneapolis, MN, US
Employees:
32
Jill Stevenson Work Experience Details
  • U.S. Bancorp Asset Management
    Mutual Funds Treasurer And Head Of Operations
    U.S. Bancorp Asset Management
    Minneapolis, Mn, Us
  • U.S. Bancorp Asset Management
    Mutual Funds Treasurer & Head Of Operations
    U.S. Bancorp Asset Management Sep 2014 - Present
    Minneapolis, Mn
    Responsible 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.
  • U.S. Bancorp Asset Management
    Mutual Funds Treasurer
    U.S. Bancorp Asset Management Jan 2011 - Aug 2014
    Minneapolis, Mn
    Direct 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.
  • Faf Advisors
    Mutual Funds Assistant Treasurer
    Faf Advisors May 2003 - Dec 2010
    Minneapolis, Mn
    Responsible 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.
  • Paladin Investment Associates, Llc
    Vice President, Director Of Operations
    Paladin Investment Associates, Llc Jan 2000 - Apr 2003
    Minneapolis, Mn
    Responsible for managing the investment operations, trade settlements, and investment accounting departments. Also responsible for monitoring personal trading compliance, portfolio compliance, and SEC reporting.
  • Investment Advisers
    Associate Vice President, Director Of Fund Administration
    Investment Advisers Jan 1999 - Dec 1999
    Minneapolis, Mn
    Responsible 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.
  • Investment Advisers, Inc.
    Various Positions
    Investment Advisers, Inc. Sep 1984 - Dec 1999
    Minneapolis, Mn
    Held 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

Investments Mutual Funds Financial Analysis Fixed Income Securities Financial Services Equities Asset Management Finance Banking Management Financial Modeling Alternative Investments

Jill Stevenson Education Details

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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