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Lance Christofferson is listed as Senior Vice President at Ultimus Fund Solutions, a company with 201 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at ssctech.com and a matched LinkedIn profile for Lance Christofferson.
Lance Christofferson previously worked as Director of Service & Control at Ss&C Technologies and Client Relations Manager at Ss&C Technologies. Lance Christofferson holds Bachelor Of Science (Bsc), Theatre/Theater from Northwest Missouri State University.
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AeroLeads found 1 current-domain work email signal for Lance Christofferson. Compare company email patterns before reaching out.
- Industry leader in Retail Alternative Investments operations- Leading subject matter expert on Closed End Interval Fund operations. - Ability to express, understand and control dialogue in a professional manner.- Leadership, teamwork knowledge & acuteness- Wide range of relationship management experience that includes associates, clients, industry committees, and intra-department coordination. - Strong corporate leadership experience and adeptness- Developed strategies and techniques that simplified complex Mutual Fund, Alternative Investments, and Retirement product concepts.
Listed skills include Business Analysis, Process Improvement, Back Office, Financial Services, and 25 others.
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Kansas City, Missouri, United States
Manage strategies, operations, and expectations for external client partners across Alternative Investments, Closed End Interval & Tenders Funds, and services. Management of a team of associates responsible for the service across all Alternative Investments clients of Ultimus, including daily inquiries, monthly admit reconciliation, operational control.
Kansas City, Missouri, United States
- Manage strategies, operations, and expectations for external client partners across Alternative Investments, Closed End Interval & Tenders Funds, and Retirement IRA services.- Management of a team of associates responsible for the service across all Alternative Investments clients of SS&C, including daily inquiries, monthly admit reconciliation.
- Manage relationships and expectations with external client partners acrossAlternative Investments, Closed End Funds, and Retirement IRA services. - Manager and overall leader of First Trust Retirement Self-Directed IRA Non-Traded and Publicly Traded Custody platform.- Management of a team of associates responsible for the largest alternative investment.
Kansas City, Missouri Area
- Serve as the key relationships escalation resource with external client partners across Alternative Investments, Closed End Funds, and Retirement IRA services. - Responsible for team coordination for the largest Alternative Investment product sponsor, all Closed End Fund products, and Self Directed Custodial IRA services. - Ongoing budgeting and billing.
- Development of a Thought Leadership network to promote and enhance DST Systems’ utilization of their existing intellectual capital. - Coordinate Hot Topic open discussion webinars for the ongoing interaction with transfer agency executives. - Develop and coordinate internal and external content on regulatory topics, product releases, system enhancements.
- Project management - Development support for necessary client events such as conversion, deconversion, fund merger, purges, year-end support, etc. - Generate solutions for the client when the system does not fit their needs and provide daily support on the wide range of products offered by DST Systems Inc.
- Developed and conducted training programs - Track employee progress to monitor the training programs’ effectiveness- Assist department management in planning and developing special training programs. This includes not only training associates, but external clients on multiple systems, platforms and enhancements. - Excelling in continuous process.
Overland Park, Kansas
- Managed business operations of a fine art movie theater. - Opened and closed the business, managed cash deposits, and projection operation.
Other employees you can reach at ultimusfundsolutions.com. View company contacts for 201 employees →
Nicole Tichota
Colleague at Ultimus Fund Solutions
Denver Metropolitan Area, United States
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Eric Barton
Colleague at Ultimus Fund Solutions
Lincoln, Nebraska, United States, United States
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Allyson Stewart
Colleague at Ultimus Fund Solutions
Mineola, New York, United States, United States
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Chanté Schultz
Colleague at Ultimus Fund Solutions
Milwaukee, Wisconsin, United States, United States
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Marina Gulyan
Colleague at Ultimus Fund Solutions
New York, New York, United States, United States
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Roshauna Clarke
Colleague at Ultimus Fund Solutions
Dover, Delaware, United States, United States
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Jennifer Myers
Colleague at Ultimus Fund Solutions
Columbus, Ohio, United States, United States
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Gregory (Greg) Partridge
Colleague at Ultimus Fund Solutions
Sanford, Florida, United States, United States
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Matthew Palladino
Colleague at Ultimus Fund Solutions
Kings Park, New York, United States, United States
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CJ
Chris Johnson
Colleague at Ultimus Fund Solutions
Omaha Metropolitan Area, United States
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Activities and Societies: Delta Chi
Quick answers generated from the profile data available on this page.
Lance Christofferson works for Ultimus Fund Solutions.
Lance Christofferson is listed as Senior Vice President at Ultimus Fund Solutions.
AeroLeads has found 1 work email signal at @ssctech.com for Lance Christofferson at Ultimus Fund Solutions.
Lance Christofferson is based in Kansas City, Missouri, United States while working with Ultimus Fund Solutions.
Lance Christofferson has worked for Ultimus Fund Solutions, Ss&C Technologies, Dst Systems, and The Fine Arts Group.
Lance Christofferson's colleagues at Ultimus Fund Solutions include Nicole Tichota, Eric Barton, Allyson Stewart, Chanté Schultz, and Marina Gulyan.
You can use AeroLeads to view verified contact signals for Lance Christofferson at Ultimus Fund Solutions, including work email, phone, and LinkedIn data when available.
Lance Christofferson holds Bachelor Of Science (Bsc), Theatre/Theater from Northwest Missouri State University.
Lance Christofferson is listed with skills including Business Analysis, Process Improvement, Back Office, Financial Services, Securities, Requirements Gathering, Relationship Management, and Vendor Management.
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