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Troy E.

Private Funds, Operations, Underwriting

Role
Underwriter Smb at Tab Bank
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers
OtherView LinkedIn profile

About Troy E.

Financial Services professional experienced in fund administration and private equity with a strong track record in implementation and process improvement. Financial Analysis • Private Equity • Fund of Funds • ASC 946 5% Look Through • Investor Relations • Financial Reporting • Treasury • Journaling • Ad Hoc Reporting • NAV Calculations • IRR • TWR • Management Fee Calculations • Theoretical Waterfalls • SEC Form PF • SEC Form ADV • SEC Form D • Blue Sky. Investran • Addepar • Power Query • Power Pivot • Mail Merge (Excel —> Word —> PDF) • Excel Aficionado.

Experience

  1. Underwriter Smb

    Tab Bank

    Feb 2026 — Present

Education

  • Weber State University

    Bachelor of Business Administration - BBA, Accounting and Finance

    2015 — 2019

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Troy E. — Underwriter Smb at Tab Bank in Salt Lake City, UT, US | Unifers