Paul Morlock
Financial Services Operational Leadership
- Role
- Assistant Vice President, Fund Operations at Ppb Capital Partners
- Location
- Norristown, PA, US
- LinkedIn followers
- 500 followers
About Paul Morlock
Dynamic Financial Services Operations Leader with over 17 years of industry experience, including more than a decade in diverse leadership roles. Proven expertise in project management, employee development, customer service excellence, and data-driven analytics. Adept at delivering compelling presentations and driving strategic process improvements aligned with key business metrics to enhance productivity and reduce risk.
Experience
Assistant Vice President, Fund Operations
Dec 2024 — Present · Conshohocken, PA, US
Managed daily fund operational functions, including the end-to-end investor onboarding process.• Processed fund investment distributions, investor capital calls, redemptions, withdrawals, and fund transfers.• Oversaw the processing of underlying investment subscriptions and agreements, ensuring full AML/KYC compliance.• Maintained fund documentation to ensure operational processes were accurately detailed and compliant with all regulatory requirements.• Assisted with cash management and supported the fund audit process to ensure all financial documentation was accurate, timely, and compliant.
Education
Saint Joseph's University
Masters of Business Administration, Finance, General
2005 — 2009
La Salle University
Bachelor of Science Degree, Business Administration, Business Management / Management Information Systems
1998 — 2002
Skills
- Financial Operations
- Rally
- Interpersonal Skills
- Teamwork
- Banking
- Mutual Funds
- Risk Management
- Easily Adaptable
- Financial Services
- Employee Training
- Coaching
- Microsoft Excel
- Powerpoint
- Customer Service
- Skilled Multi-Tasker
- Multi-Task & Handle High-Volume Workloads
- Microsoft Powerpoint
- Soft Skills
- Finance
- Microsoft Outlook
- Leadership
- Strategic Financial Planning
- Business Analysis
- Access
- Visio
- Acats
- Insurance
- Interviewing
- Microsoft Office
- Employee Benefits
- Microsoft Word
- Team Leadership
- Agile Testing
- Project Management
- Securities
- Agile Methodologies
- Wealth Management
- Management
- Onbase
- Procedure Creation
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