Keri Reed

Keri Reed Email and Phone Number

Relationship Manager at Ultimus Fund Solutions, LLC @ Ultimus Fund Solutions
Keri Reed's Location
Thornville, Ohio, United States, United States
Keri Reed's Contact Details

Keri Reed personal email

n/a
About Keri Reed

Specialties: Licenses: Series 6 & 63

Keri Reed's Current Company Details
Ultimus Fund Solutions

Ultimus Fund Solutions

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Relationship Manager at Ultimus Fund Solutions, LLC
Website:
ultimusfundsolutions.com
Employees:
201
Company phone:
(513) 587-3400
Company email:
info@ultimusfundsolutions.com
Keri Reed Work Experience Details
  • Ultimus Fund Solutions
    Vice President/Relationship Manager, Investor Services
    Ultimus Fund Solutions Dec 2021 - Present
    Columbus, Ohio, United States
    View
  • Citi
    Vice President/Account Manager, Securities Services
    Citi Aug 2008 - Dec 2021
    Columbus, Ohio, United States
    Relationship Manager with over 20 years of experience supporting clients utilizing a wide range of financial services products including Fund Administration, Fund Accounting, Transfer Agent, Custody (Global), Global Tax Services, Securities Lending and Foreign Exchange.
    View
  • Citi (Fka Bisys Fund Services)
    Assistant Vice President/Operations Manager, Nscc Dealer Services & Compensation
    Citi (Fka Bisys Fund Services) 2003 - 2008
    Columbus, Ohio, United States
  • Citi (Fka Bisys Fund Services)
    Senior Associate/Call Center Rep, Shareholder Services & Nscc Dealer Services
    Citi (Fka Bisys Fund Services) 2000 - 2003

Keri Reed Skills

Relationship Management Financial Services Mutual Funds Securities Banking Series 63 Portfolio Management Project Management Risk Management Financial Analysis Investments Capital Markets Strategic Financial Planning Wealth Management Asset Allocation Insurance Finance Credit Analysis Hedge Funds Fixed Income Investment Banking Financial Risk Asset Management Alternative Investments Bloomberg Vendor Management Series 7 Series 6 Equities

Keri Reed Education Details

Frequently Asked Questions about Keri Reed

What company does Keri Reed work for?

Keri Reed works for Ultimus Fund Solutions

What is Keri Reed's role at the current company?

Keri Reed's current role is Relationship Manager at Ultimus Fund Solutions, LLC.

What is Keri Reed's email address?

Keri Reed's email address is ke****@****oup.com

What schools did Keri Reed attend?

Keri Reed attended Ohio University.

What skills is Keri Reed known for?

Keri Reed has skills like Relationship Management, Financial Services, Mutual Funds, Securities, Banking, Series 63, Portfolio Management, Project Management, Risk Management, Financial Analysis, Investments, Capital Markets.

Who are Keri Reed's colleagues?

Keri Reed's colleagues are Lexi Neahring, M.b.a., Agnieszka S., Aidan Hall, Steve Milusnic, Carolyn Ford, Jacob Schmidt, Vicki Todd.

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