Wallace M.

Wallace M. has extensive experience in fund administration and investor relations, currently serving as Senior Onboarding Manager at Juniper Square since July 2022. Prior roles include Onboarding Manager at SS&C Technologies, Associate Manager and Senior Associate at The Citco Group Limited, and Senior Investor Relations Representative at BNY Mellon. Wallace M.’s expertise includes supervision of investor relations teams, adherence to compliance and regulatory standards such as KYC and AML, and management of financial reconciliations and reporting. Educational qualifications include an MBA in Finance from Drexel University and a B.B.A. in Finance from Temple University.