Jesse Freeburg

Jesse Freeburg has a strong background in the financial industry, with a focus on fund accounting and portfolio administration. Jesse started their career at Investors Bank & Trust (acquired by State Street) in 2006, where they worked as a Fund Accountant. During their time there, they were responsible for processing cash reconciliation, trade settlement, and accurate net asset value (NAV) calculations for both international and domestic mutual funds. Jesse also played a key role in facilitating the company's conversion to State Street Corporation after the acquisition. Jesse'sexceptional work earned him recognition from the unit director, receiving both the 'Star' and 'Spotlight' Awards for outstanding performance beyond their normal daily responsibilities.

In 2008, Jesse joined State Street as a Senior Fund Accountant, where they led a team of five fund accountants and maintained regular communication with clients, brokers, and Transfer Agents to resolve issues related to security pricing, trade discrepancies, and cash reconciliation. Jesse later became an Accountant Manager, overseeing all Fund of Funds products for three different investment managers and managing a team of two senior fund accountants and eight fund accountants for a large client with diverse funds.

In 2010, Jesse joined Loomis, Sayles & Company as a Portfolio Administrator - Fixed Income. In this role, they established and maintained relationships with clients, custody banks, and brokers. Jesse also led regular meetings to discuss performance and address issues with internal teams, clients, and vendors. Additionally, Jesse attended client engagements to improve operational satisfaction with the service provided.

Jesse Freeburg attended Saint Anselm College from 2002 to 2006 and obtained a Bachelor of Arts (B.A.) degree in Business Administration and Management, with a focus on General studies.