Kenneth Andersen Email & Phone Number

Review current procedural manuals across existing transfer agency servicing platforms.Draft business requirement documents for new globally integrated support initiative.Monitor progress of future state requirements and validate project timelines in accordance with business and information/technology mandates.Create automated processing solution for complex high volume fund accounting allocations. Assist tax department with system codes for upcoming ESA tax lot recording requirements. Initiate creation of various UAT test case scenarios and document system performance issues

Fund Coordination/UHNW-MFO Client Asset Acquisition/Retention Managed team of four internal consultants servicing private banking advisors with acquisition of Ultra High Net Worth client segments and Multi Family Office relationship holdings involving various alternative investment strategies.Organized and maintained relationships with third party fund administrators including legal, accounting, custodial and transfer agency to ensure proper valuation of underlying investments.Assisted Client Advisors with timely movement of complex investment products such as hedge funds, private equity, structured products and private placement investment vehicles.Negotiated custodial and third party fund distribution arrangements and with various asset management firms to enhance profitability of existing private client asset base.

Wholesale and Institutional Offshore Fund Distribution Promoted proprietary fund products within internal and external sales environments. Organized regional $12 billion proprietary asset base generating $9.5 million gross revenues. Managed team of four internal sales consultants servicing private bank/broker dealer channel. Established and developed new distribution relationships with selected third party organizations.Contributed to product development strategies with key client account representatives.Performed quality assurance to ensure compliance with regulatory policies and audit procedures.Created programs in support of management requests and participate in audits.Established and maintained relationships with all system and application organizations.Utilized internal data resources to analyze, manage and approve revisions of business directives.Analyzed, developed, implemented and maintained sales information systems for management.

Managed and maintained Master Feeder/Hub & Spoke fund structureOrganized various accounting, reporting and internal control systems.Monitored daily operations and maintain relationships with service providers including fund accounting, custody and transfer agency.Prepared quarterly marketing presentations, developed fund marketing materials and shareholder correspondence discussing performance and portfolio composition relative to market conditions.Provided organizational support for quarterly Board of Trustee meetings.

Managed customer support quality assurance, order execution, trade settlement support Supervised staff of four responsible for all proprietary and third party fund transactions and customer inquiries for six separate international private bank regional locations.Established internal procedures focusing on technical aspects associated with various hedge fund clearing timetables and unique subscription/redemption methodologies.Monitored customized commission system to facilitate distribution of fund related revenues.Supported Global Plus system management, problem management, capacity management issues.Coordinated processing, clearing, settlement and safekeeping of global securities, F/X, income collection, corporate actions, accounting and tax reclamations.

CREDENTIALS Series 7, Series 66 licenses, ICI IOC Member

Economics

Economics Major