Jerry Happ

Jerry Happ has extensive experience in the finance industry, with a background in managing operations, cash flows, and infrastructural changes across various platforms with significant assets under management. Jerry has project managed regulatory change initiatives and coordinated cash management activities. Jerry has also worked in roles related to foreign currency hedging, account onboarding, and client portfolio management. Jerry holds a BA in Business Administration from Illinois Wesleyan University and an MBA in Finance, Accounting, and Entrepreneurship from Northwestern University - Kellogg School of Management.