Consulting and helping provide innovative backoffice solutions for investment management firms, mutual funds, private equity, digital asset firms and alternative investment firms on their outsourcing needs for fund accounting, administration, transfer agency and custody.About UMB Fund ServicesUMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including administration and fund accounting, investor services and transfer agency, marketing and distribution; custody services through UMB Bank, n.a.; alternative investment services; and managed account services. It currently serves more than 300 clients with combined assets of approximately $300 billion. For the past two years, the company has been named one of the top 10 midsize employers in southeastern Wisconsin by the Milwaukee Journal Sentinel. UMB Financial Corporation (NASDAQ: UMBF), the parent company of UMBFS, is a financial services holding company with more than $13.6 billion in banking assets, headquartered in Kansas City, Mo.

Responsibilities include:• Lead executive in the execution and implementation of multi-million dollar outsourcing contracts • Managed sales pipelines for the New York City, Boston, CT and western United States territories• Managed key relationships Citigroup, Merrill Lynch, ING, Prudential, RBC and UBS focusing on cross sales, contract negotiation and renegotiations, service level agreements and delivery• Coordinated internal client facing service and supports teams• Lead executive in providing product development, legal and risk evaluation for new product implementation to current client base• Identification and market segmentation of all hedge and private equity funds in territory and the development of a focused marketing strategy• Establish and expand industry relationships with prime brokers, auditor and other service providers

• Generated over $40 million in revenue over the previous twelve years• Member of the PNC Chairman’s Circle in 2002, 2004, 2005, 2006, 2007, 2008, 2009, 2010• Ranked in top 1% of all salespeople at PNC Financial Services Group years 2002, 2004, 2005, 2006, 2007, 2008, 2009 & 2010