Freddie J.

Freddie J.'s work experience begins in 1992 at Arthur Andersen LLP, where they provided audit and financial consulting services. They then moved on to work at Sunstone Financial Group as a Fund Accountant and Financial Analyst. In 1998, they joined U.S. Bank and served as a Trust Officer and later as an Assistant Vice-President. In 2003, Freddie joined Unified Fund Services, Inc. as a Vice-President, overseeing Fund Administration and later taking on the role of Chief Financial Officer & Treasurer. They then worked at Investors Bank & Trust as a Director of Operational Risk & Compliance Fund Administration before it was acquired by State Street. At State Street, Freddie held roles as Vice President of Risk & Compliance and later as Vice President of GSIS Risk Management. In 2011, they transitioned to J.P. Morgan as a Vice President in the US Compliance Reporting Services division. In 2020, Freddie became a Senior Vice President and Chief Risk Officer at Northeast Retirement Services (NRS) before being promoted to Executive Vice President and Chief Risk Officer in 2021. They are currently serving as the Executive Vice President and Chief Operating Officer at Northeast Retirement Services, responsible for managing various teams and delivering customized solutions. Additionally, Freddie has also taken on independent trustee roles on the Board of Directors for Unified Series Trust and Peak Income Plus Fund in 2022.

Freddie J. attended Hampton University from 1988 to 1992, where they obtained a Bachelor of Business Administration degree in Accounting. Prior to this, Freddie J. attended Rufus King, but no specific degree or field of study is provided. Additionally, Freddie J. holds a certification as a Certified Public Accountant from institution 8450, although the specific year of obtaining the certification is unknown.