Jennifer Boehm

Investment Compliance Specialist

Jennifer Boehm is a high-skilled professional, working in U.s Bank Global Fund Services on the position of Mutual Fund Compliance Officer Ii since 2013. Jennifer Boehm gained professional experience in more than five positions at different companies. Jennifer Boehm went to the University of Wisconsin - Milwaukee and was studying there from 2007 to 2012. Milwaukee, Wisconsin is the city, where this expert was known to settle. Jennifer's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Jen Boehm, Jenny Boehm, Jennie Boehm, Jenne Boehm, Jan Boehm
Last updated May 25, 2024

Contact Information

Last Update
Jul 6, 2022
Email
bo**@yahoo.com
Location
Milwaukee, WI
Company
U.s Bank Global Fund Services

Workplace

Mutual Fund Compliance Officer Ii

Work History

Mutual Fund Compliance Officer Ii

from Sep 2013

Portfolio Accountant and Operations

309 north Water St SUITE 505, Milwaukee, WI 53202
May 2013 — Aug 2013

Stock Brokerage Branch Intern

Saint Louis, MO
Oct 2010 — May 2011

Equity Research Intern

5201 east Terrace Dr SUITE 380, Madison, WI 53718
Conducted in-depth analysis of equity and fixed income ETFs. -Presented findings to firm's portfolio managers and CEO at conclusion of the internship.
2011 — 2011

Investment Compliance Specialist

1801 Dr Suite 240 St, Louis, MO

Education

Occupations

Compliance Agent
Compliance Officer
Accountant
Bank Examiner
Executive
Director of Quality Control
Finance and Accounting Specialist
Financial Compliance Examiner
Auditor
Compliance Manager
Accounting Bookkeeper
Bookkeeper

Skills

Investments
Financial Analysis
Microsoft Excel
Time Management
Financial Modeling
Pivot Tables
Factset
1940 Act
Mutual Funds
Fund Administration
Bloomberg
Visio
Tableau
Star
Edgar Filings
Edgar
N Q
N Csr
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