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@evergreeninvestments.com
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2 phones found area 617
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Jonathan Hester is listed as Finance Professional based in Dedham, Massachusetts, United States. AeroLeads shows a work email signal at evergreeninvestments.com, phone signal with area code 617, and a matched LinkedIn profile for Jonathan Hester.
Jonathan Hester previously worked as Fund Accounting Manager at Wells Fargo and Vice President at Evergreen Investments. Jonathan Hester holds Bsba, Applied Actuarial Mathematics from Bryant University.
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AeroLeads found 1 current-domain work email signal for Jonathan Hester. Compare company email patterns before reaching out.
Finance professional with 18 years experience in the mutual fund industry focused on accounting and administration. Currently seeking next opportunity. Guided expense budgeting and reporting process through acquisition of Evergreen Family of Mutual Funds by Wells Fargo Advantage Funds including determining pro forma expense ratios, shareholder proxy, and post merger expense accruals. Developed strong relationships with Product Development, Corporate Finance, and Legal teams. Education in Applied Actuarial Mathematics lends itself to many types of numerical and statistical analysis.
Listed skills include Financial Services, Mutual Funds, Business Analysis, Process Improvement, and 12 others.
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Greater Boston Area
Assisted in the merger of two mutual fund product lines with over $200 billion in total assets under management. Budgeted annual operating expenses for the combined product line post merger. Introduced new policies and procedures around expense budgeting and reporting for the combined company. Became familiarized with expenses related to international domeciled funds and alternative products.
Greater Boston Area
Manage team responsible for budgeting and reporting operating expenses for complex of mutual funds. Analyzed impact of product initiatives (fund mergers, new fund launches, etc.) on expense ratio and revenue. Introduced improvements to operating efficiency that allowed team to reduce number of full time employees from ten to six. Subject matter expert on all aspects of mutual fund expenses.
Greater Boston Area
Responsible for accurately reflecting all accounting activity on the books of a complex of mutual and collective trust funds. Nightly valuation of portfolio of investments. Timely reporting of Net Asset Value of funds.
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Jonathan Hester is listed as Finance Professional.
AeroLeads has found 1 work email signal at @evergreeninvestments.com for Jonathan Hester.
AeroLeads has found 2 phone signal(s) with area code 617 for Jonathan Hester.
Jonathan Hester is based in Dedham, Massachusetts, United States.
Jonathan Hester has worked for Wells Fargo, Evergreen Investments, and State Street.
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Jonathan Hester holds Bsba, Applied Actuarial Mathematics from Bryant University.
Jonathan Hester is listed with skills including Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, and Revenue Analysis.
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