Jill Stevenson

Jill Stevenson has extensive work experience in the financial and investment management industry. Jill began their career in 1984, holding various positions with Investment Advisers until 1999. During this time, they were responsible for managing fund administration, outsourced relationships, fund accounting, and financial reporting.

In 2000, they joined Paladin Investment Associates as Vice President and Director of Operations. In this role, they oversaw investment operations, trade settlements, investment accounting, personal trading compliance, portfolio compliance, and SEC reporting.

In 2003, Jill joined U.S. Bancorp Asset Management. Jill started as the Mutual Funds Assistant Treasurer, handling fund accounting, financial reporting, and tax reporting for multiple mutual funds. Jill later became the Mutual Funds Treasurer, managing the day-to-day operations and administration of open-end and closed-end mutual funds. In their most recent role as the Mutual Funds Treasurer & Head of Operations, they assumed more significant responsibilities, including accounting, treasury, portfolio administration, reporting, securities lending administration, front office, and trade settlement. Jill also played a critical role with the Board of Directors and served as an officer for each of the funds, as well as the principal financial officer for filing SEC certifications.

Throughout their career, Jill has demonstrated strong financial management skills, expertise in compliance and reporting, and extensive experience in managing multi-billion dollar assets under management.

Jill Stevenson holds a Bachelor of Arts (B.A.) degree in Business Administration and Management from Bethel University. The specific start and end years of their education are not provided.