Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Mike Evans
Associate Director - Mutual Fund Administration @Diamond Hill
Signup · Get unlimited contacts
WORK HISTORY
Associate Director - Mutual Fund Administration @Diamond Hill
Columbus, OH, US
1) Fund Administration - Coordinate with transfer agent on all aspects of the administration of the funds including custody, pricing and Blue Sky. Monitor quarterly trends in fund flows and assets. Assist with 15c peer group preparation and analysis.2) Intermediary Firm Monitoring - Continued development of firm monitoring program with emphasis on invoice review, shareholder account review, distribution firm agreement review and maintaining firm minimum exception list.3) Sales and Marketing support - Assist with sales reporting and CRM maintenance. Review marketing materials and RFP\'s as well as fund prospectuses and annual reports.
EDUCATION
OPOTA
Police Officer Certification, Law Enforcement
The Ohio State University
B.A, Criminology
ABOUT MIKE EVANS
Experienced financial services professional with a focus on accuracy, efficiency and…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.