Teresa Dukes Email & Phone Number

Chicago, IL, US

Chicago, Illinois

Participate in the financial examination by analyzing financial statements, trial balances, bank statements, and other internal/external information to complete regulatory audits of insurance companies.

Oak Brook, Illinois

Maintain relationships with advisors and similar clients including daily operations as it relates to the responsibilities of providing private fund custody services for privately managed funds or other like pooled investment vehicles.

Greater Chicago Area

Managed several multi-functional teams consisting of analyst, team leaders and consultants. Responsibilities included client and fund audits, trade settlements and executions, client on-boarding, monitoring fund of hedge funds, monitoring unmatched and unidentified wires, and worked with senior management and compliance teams to ensure regulations and.

Greater Chicago Area

Planned, prioritized, and managed the daily functions of a team which responsibilities included on-boarding new clients, potential client presentations, and resolve inquiries. Assist management in the development, review and implementation of process procedures to gain efficiencies, reduce risk and increase service levels.

Greater Chicago Area

Ensured that all necessary client documentation and financial reporting was completed according to audit guidelines. Participated in presentations regarding area services with clients and partner areas. Worked closely with potential and existing clients to resolve inquiries.

Greater Chicago Area

Maintained a workload of highly sensitive, top-tier, at-risk and large transition clients while assuring that the clients received signature service. Audited investment reports, cash statements, and supplemental reporting to verify that data was correctly posted and transactions were properly classified.

Greater Chicago Area

Responsible for performing accounting functions such as preparing and analyzing monthly financial statements while applying established principles, theories, concepts and practices. Prepared schedules and reports for Board meetings, monitored properties while collecting rents from several tenants, participated in annual audit, monitored accounts payables.

Bachelor'S Degree, Finance, General, B

Education record