Paula Mcclelland personal email
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• Experienced and relationship focused financial service professional with 16.5 years of fund operations/ accounting and 20 years of client servicing and investor relations.• Integral team member of a start up business and investment strategy that grew from $18MM to over $4B in assets under management.• Works as liaison between internal and external business partners- compliance, legal counsel, distribution partners, fund accounting, corporate accounting, middle office, marketing, sales, prime brokers, fund administrator and portfolio team.• Extensive experience in fund operations for both mature and newly launch private investment and private equity partnerships. • Proposed and implemented change in fund administrations services for private partnerships. • Extensive experience in collaborating with legal counsel to re-write/ updated Private Placement Offering Memorandum and Limited Partnership Agreement. • Extensive experience in reviewing month end financial reports, investor progressions/allocation and coordinate year-end audit for Partnerships.• Extensive experience in on boarding and performance reporting for institutional separately management accounts invested in long/short total return swaps.• Led the operational notification and integration of spin off from Telemus to newly formed Investment Advisor. Also, assisted in set up of Investment Advisor which was later acquired by Salient Partners, L.P. and was renamed to Salient Capital Advisor, LLC effective January 1, 2011.• Strong team player who works easily with diverse skill sets and personalities.• Proven track record for exceeding expectations by managing several tasks, and priorities while working smart, efficiently, and with the attitude of getting it done right!
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Director- Fund Operations & Investor RelationsSalient Jul 2013 - Dec 2020Houston, Texas Area
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Manager- Fund Operations & Fund AccountingSalient Jul 2010 - Jul 2013Houston, Texas Area
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Fund Operations & Investor Relations ManagerTelemus Capital Partners, Llc May 2007 - Jun 2010Houston, Texas Area
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Registered Client Service AssociateUbs Financial Services Inc Jul 2006 - May 2007Houston, Texas Area -
Relationship OfficerJp Morgan Private Bank Aug 2004 - Jul 2006Houston, Texas Area -
Senior Corporate Trust AdministratorJp Morgan Chase & Co Aug 2002 - Aug 2004Houston, Texas Area -
Senior Client Service RepresentativeVan Kampen Investments May 2000 - Aug 2002Houston, Texas Area
Paula Mcclelland Skills
Paula Mcclelland Education Details
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Bachleor Of Heathcare Adminstration
Frequently Asked Questions about Paula Mcclelland
What is Paula Mcclelland's role at the current company?
Paula Mcclelland's current role is Director- Fund Operations & Investor Relations at Salient.
What is Paula Mcclelland's email address?
Paula Mcclelland's email address is ps****@****hoo.com
What schools did Paula Mcclelland attend?
Paula Mcclelland attended Texas State University-San Marcos.
What are some of Paula Mcclelland's interests?
Paula Mcclelland has interest in Education, Children, Health.
What skills is Paula Mcclelland known for?
Paula Mcclelland has skills like Investments, Alternative Investments, Portfolio Management, Equities, Mutual Funds, Investor Relations, Due Diligence, Customer Service, Securities, Risk Management, Microsoft Office, Financial Services.
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Paula Mcclelland
Albuquerque, Nm -
Paula McClelland
Substitute Teacher At Whitefish Bay, Menomonee Falls, Toc, Hmong Peace AcademyMilwaukee, Wi1wi.rr.com -
Paula McClelland
United States -
Paula Mcclelland
Olympia, Wa
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