Kelly Yeun

Kelly Yeun has a diverse work experience in various roles and companies. Currently, they are working at HWA International as a Project Management - Customer Service Consultant, where they assist clients with trust accounting product setup and resolve technical issues. They also coordinate projects with clients and internal programmers.

Prior to this, Kelly worked at Chicago Partners Wealth Advisors as an Operations Manager for a brief period in 2021. They were responsible for managing operations within the company.

From 2019 to 2021, Kelly served as the Director of Administration/Operations at TriPacta Financial Services LLC, where they oversaw administrative and operational tasks.

In 2018, Kelly worked as the Vice President Treasury Management at Ultimus Fund Solutions, LLC, managing financial controls for alternative investment funds and handling functions related to capital calls, wire/ACH transfers, and distributions.

Before that, from 2006 to 2018, Kelly held multiple roles at Woodfield Fund Administration, LLC. They served as the Treasury Manager and HR Administrator, overseeing cash functions, bank relationship management, and daily cash activities. They also worked as the Investor Services Manager, handling investor services activities and liaising with auditors. Additionally, Kelly started their career as an Investor Service Associate, where they developed internal processes, processed subscription agreements, and performed compliance checks.

Overall, Kelly Yeun has a strong background in project management, customer service, operations, treasury management, and investor services.

Kelly Yeun received a Bachelor of Science (BS) degree from the University of Illinois Chicago. The field of study is not specified. Additionally, Kelly has obtained a certification in CAMS from the Money Laundering and Financial Crimes Institute. The specific month and year of obtaining the CAMS certification is not provided.