UMB Fund Services: Detailed Company Information & Corporate Profile
Contact top employees from
UMB Fund Services
Summary
The company currently specializes in the Financial Services area. To connect with UMB Fund Services employee register on SignalHire.
| UMB Fund Services Website | umbfs.com |
| Social Links |  |
| Phone Number | 888.844.3350 |
| Industries | |
| UMB Fund Services Headquarters address | 235 W Galena Street, Milwaukee, WI, 53212 US |
| Employees Size | 200-500 employees |
| Specialties | Mutual Fund Services, Alternative Investment Services, Fund Accounting, Fund Administration, Collective Investment Trust, Mutiple Series Trust, Interval Fund Administration, Investor Services & Transfer Agency, Distribution, Custody, Private Equity Fund Administration |
| Founded | 1989 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1987 | Partnership | 100 - 250 | 26.3M | $0 | |
| 1994 | - | 10-50 | - | $- | |
| 1989 | - | 100-200 | - | $- |
Workforce Turnover
Number of staff members switched
Total number all of employee turnover
Corporate Tenure Analytics
UMB Fund Services Workforce Experience Insights
2% have been with the company for less than 1 year5% for 1–2 years10% for 3–4 years8% for 5–7 years7% for 8–10 years68% have over 11 years of service at UMB Fund ServicesContact top employees from
UMB Fund Services
Janelle Perryman
Project Coordinator I Fund Administration
Tasmine Lopez
Product Owner
Joan Mastronardo
Senior Executive Administrative Assistant to COO
Richard Talley
Senior Vice President, Business Development
Laura Schuld
Vice President/Senior Manager - Transfer Agency Process & Operations
Bruce Little
Vice President, Head of Mutual Fund Tax
Spencer Erickson
Tax Managing Director
Sam Heidelk
Tax Accountant
Joanna Moore
Fund Accountant Sr. - Alt. Inv.
Lauren Meyer
Transfer Agency Operations Rep II
Michelle Minor
Investor Services Manager
Debora Brodnicki
Transfer Agent Ops Rep II
Ethan Horst
Financial Control Reviewer II
Crystal Collins
Operations Specialist II
John Thompson
Lead Fund Accountant
Joshua Felden
Fund Accountant
Companies Similar to UMB Fund Services
UMB Fund Services Corporate Information: FAQ
UMB Fund Services operates in the Finance industries. More details can be found on the official website: umbfs.com.
The headquarters of UMB Fund Services are located in Milwaukee, United States.
You can contact UMB Fund Services by phone at 888.844.3350.
UMB Fund Services currently employs 200-500 people.
Well-known competitors of UMB Fund Services include United Planners Financial Services, Monument Group and TRICOM.
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