Lance Christofferson
Senior Vice President
- Role
- Senior Vice President at Ultimus Fund Solutions
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Lance Christofferson
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.
Experience
Senior Vice President
Jun 2024 — Present · Kansas City, MO, US
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 reports. Ongoing budgeting and billing management for several departments. Co-Head of the ICI BDAC Interval Fund Task Force. Develop and document future vision for growing the business. Formalizing and dissemination of procedures and documentation. Coordination and assignment of duties across the client relationship spectrum include reoccurring projects, daily support, and one off industry events.
Education
Northwest Missouri State University
Bachelor of Science (BSc), Theatre/Theater
2000 — 2004
Northwest Missouri State University
Bachelor of Science - BS, Broadcast Journalism
2000 — 2004
Skills
- Knowledge Management
- Confluence
- Transfer Agency
- Technical Documentation
- Mutual Funds
- Back Office
- Risk Management
- Kana
- Retirement
- Business Analysis
- Microsoft Office
- Securities
- Salesforce.com
- Jcl
- Process Improvement
- Sdlc
- Financial Services
- Training Delivery
- Requirements Gathering
- Communication
- Business Requirements
- Relationship Management
- Team Leadership
- Training
- Asset Managment
- Visio
- Theatre
- Project Management
- Vendor Management
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