Ted Wilm

About Ted Wilm

Specialize in all facets of asset and wealh management industry. Corporate matters, distribution, marketing, information systems, business efficiency and process improvements, acquisitions, divestitures and external vendor management. Additionally knowledgeable on accounting, tax and investment issues related to complex investments, derivatives, hedge funds, venture capital funds, private equity funds, mutual funds, common trust funds and other types of commingled investment products.

Experience

1. Partner

   PwC

   Aug 1983 — Present · Orange County, CA, US

   Ted serves as the Office Managing Partner of PwC\'s Orange County office, located in Irvine, California. Ted has served several of the world\'s largest organizations in the asset and wealth management industry. With over 33 plus years specializing in the asset management industry Ted has been involved in complex investment strategies, marketing, distribution, information technology, process improvement and efficiency, and in dealing with all types of pooled investment products including but not limited to mutual funds, hedge funds, common trust funds, venture capital funds, private equity funds, real estate investments, exchange traded funds and investment performance measurement techniques.

Education

• Villanova University

  Bachelor of Science (BS), Accounting

  1979 — 1983

Skills

• Internal Audit
• Us Gaap
• Tax Accounting
• Ifrs
• Assurance
• Forensic Accounting
• Tax Research
• Business Valuation
• International Tax
• Income Tax
• Corporate Tax
• External Audit
• Financial Analysis
• Tax Preparation
• Due Diligence
• Hedge Funds
• Partnership Taxation
• Tax Advisory
• Investment Management
• Tax Returns
• Tax
• Auditing