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Courtney Farrell

Senior Director, Registered Fund Operations at Foreside Financial Group

Courtney Farrell has a diverse work experience spanning over 15 years. Courtney is currently working as the Senior Director of Registered Fund Operations at ACA Foreside since April 2023. Prior to this, they held the position of Director of Operations at ACA Group from May 2022 to April 2023.

Before joining ACA, Courtney spent almost a decade at Foreside Financial Group, LLC. Courtney held multiple roles during their tenure, including Senior Director from January 2020 to May 2022, Director from January 2017 to January 2020, Manager of Dealer Services from February 2015 to December 2016, and Broker Dealer Operations Analyst from August 2013 to February 2015.

Courtney began their career at Thomson Reuters, where they worked as a Fixed-Income Analyst from September 2008 to October 2011 and as an Account Manager from August 2007 to September 2008. Before joining Thomson Reuters, they worked at Wells Fargo Home Mortgage as a Loan Doc Specialist from June 2012 to May 2013 and as an Operations Processor from October 2011 to June 2012.

Courtney Farrell attended Colby College from 2003 to 2007 where they obtained a Bachelor of Arts degree in English and Administrative Science. Prior to attending Colby College, their educational history is unknown. In terms of additional certifications, Courtney obtained the Series 24 certification in August 2018 and the Series 7 certification in February 2017, however, the institutions from which they obtained these certifications are unspecified.

Links

Previous companies

Thomson Reuters logo

Timeline

  • Senior Director, Registered Fund Operations

    April, 2023 - present

  • Senior Director

    January, 2020

  • Director

    January, 2017

  • Manager, Dealer Services

    February, 2015

  • Broker Dealer Operations Analyst

    August, 2013

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