Ben W.

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Meaghan Pasternak

Director, Investment & Trade Operations

Beth Kettel

Investment Operations Manager

Ashleigh Patterson

Corporate Access & Research Services Associate

Caree Krenzke

Trade Operations Associate

Trading Assistant

Vacant position

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Manager, Trade Operations (investment Compliance, Settlements)
September, 2021 - present
Manager Portfolio Oversight Investment Compliance
January, 2019
Manager Corporate Events Corporate Actions Class Actions Proxy Voting
December, 2014
Portfolio Oversight Analyst
July, 2010
Marketing Compliance Specialist
July, 2008