Jeriad Paul

Jeriad Paul has a diverse work experience in various roles and industries. Jeriad started their career in 2000 at Fiserv ISS, where they worked as a Manager, Advisor Services, responsible for front, middle, and back-office services. Jeriad then moved on to AST Capital Trust in 2007 as a Sr. Manager, Operations, overseeing trust and custody operations.

In 2008, Jeriad joined Charles Schwab as a Manager, Trading & Transfer of Assets, handling middle and back-office operations and client service. Jeriad later worked at BNY Mellon as a Lead Project Manager, Implementation Consultant, collaborating with stakeholders to deliver software projects successfully.

From 2015 to 2019, Jeriad worked at Capital Group | American Funds as an AVP/Manager, Investment Operations, focusing on middle and back-office product and portfolio management.

In 2019, they became a self-employed Independent Consultant, partnering with firms to provide expert business and strategic consulting services. Currently, they are serving as the Vice President, Securities and Solicitation Services at Omni Agent Solutions.

Jeriad Paul obtained a Bachelor of Science (BS) degree in Finance from North Dakota State University, completing their education between 1993 and 1999.