Jerry Kirk
Fund Operations and Service Provider Oversight Leader
- Role
- Director, Service Provider Oversight (Investment Management Group) at Nationwide
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Director, Service Provider Oversight (Investment Management Group)
Sep 2011 — Present · Columbus, OH, US
Responsible for transfer agent related functions including sub-transfer agent oversight. Additionally, we manage the relationships and agreement terms for most of the Investment Management Group vendors.
Education
Fox School of Business at Temple University
Executive MBA, Business Administration
2005 — 2007
Montreat College
BBA, Business Administration
Skills
- Fund Administration
- Transfer Agency
- Operations Management
- Process Improvement
- Relationship Management
- Finra Series 7, 24 and 63 Securities Licenses
- Mutual Funds
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