Alan Woods Email & Phone Number
Founder and Managing Principal @ ApexVista Asset Management LLC
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Alan Woods Location
- Florida, United States
Alan Woods Work
- Founder and Managing Principal @ (February 2024 - Present)
- Vice President Finance and Chief Compliance Officer @ (December 2023 - July 2024)
- Controller and Finance Transformation Consultant @ Management Consulting (January 2014 - January 2023)
- Director of Marketing Operations (Global) @ (June 2011 - December 2013)
- Director of Finance | iShares ETF Platform @ (September 2009 - May 2011)
- Senior Manager and Engagement Manager | Sarbanes-Oxley and Internal Controls @ Management Consulting (July 2003 - July 2009)
- Director of Marketing Operations (Global) @ (January 2011 - December 2013)
- Managing Director | Transamerica International (Luxembourg) @ (June 2001 - November 2002)
- Vice President of Global Business Development @ (January 2000 - November 2002)
- Director of Finance | iShares ETF Platform @ (January 2009 - December 2011)
- Director of Finance | Transamerica Funds @ Aegon - Transamerica Asset Management ("TAM") (March 1995 - December 1999)
- Senior Fund Accountant | Transamerica Life Insurance Company @ Aegon - Transamerica (October 1992 - March 1995)
- Senior Manager and Engagement Manager | Sarbanes-Oxley and Internal Controls @ Management Consulting (January 2003 - December 2009)
- Senior Fund Accountant @ (February 1987 - October 1992)
- Senior Manager @ (January 2005 - December 2008)
- Finance Accounting Consultant @ (January 2004 - December 2005)
- Finance Accounting Consultant @ (January 2003 - December 2004)
Alan Woods Education
- University of Phoenix
MBA (Global Management)
1998-2002 - Saint Joseph's University
BS (Finance)
Alan Woods Skills
- Risk Management
- Financial Services
- Finance
- Financial Reporting
- Sarbanes-Oxley Act
- Strategic Financial Planning
- Asset Management
- Internal Controls
- Asset Managment
- Mutual Funds
- Investments
- Portfolio Management
- Mergers & Acquisitions
- Vendor Management
- Forecasting
- Internal Audit
- Leadership
- Accounting
- Business Process
- Process Improvement
- Business Planning
- Analysis
- Budgets
- Strategic Planning
- Financial Analysis
- Securities
- Fund Accounting
- SEC filings
- Management
- Insurance
- Auditing
- Sarbanes-Oxley
- CRM
- Cash Flow
- Outsourcing
- Leadership Development
- Relationship Management
- International Business
- Marketing Management
- Operations Management
- Coaching
- Global Management
- Global Business Development
- Cross Cultural Management
- International Development
- International Relations
- Presentation Development
- Presenter
- Cultural Awareness
- Cultural Diversity
- Strategic Financial...
- Global Business...
- Cross Cultural...
- International...
- Team Building
- Consulting
- Printing
- Expenses
- Sales
- Community
- UAV
- Oversight
- MRM
- Savings
- Real Estate
- Taxonomy
- Authorization
- Regulatory Compliance
- Currency
- Technology Solutions
- Metrics
- Allocations
- Institutional
- Investment Management
- Keys
- SAR
- PowerPoint
- NAV
- Edgar
- Networking
- Telecommunications
- English
- DBMS
- Rebranding
- Publishing
- Adobe Photoshop
- Engagements
- Life Insurance
- Branding
- Supervision
- Hyperion
- Developers
- FINRA
- Testing
- Microsoft Excel
- Training
- Portuguese
- Calculations
- Bids
- Luxembourg
- Documentation
- Reporting
- Business Continuity Planning
- Participation
- Corporate Finance
- RFP
- Streaming Msuic
- Retail
- Regulatory Filings
- Investment Company Act
- Resource Management
- European Union
- Operations
- Microsoft Access
- Investors
- Sarbanes Oxley
- Marketing
- Concierge Services
- Remediation
- Sarbanes Oxley Act
- Corporate Development
- Presentations
- Horizon
- Retail Sales
- Separate Accounts
- Distribution
- Variable Life
- PeopleSoft
- Marketing Materials
- Fund Administration
- IRS
- Tax
- Forms
- Reviews
- Transfer Agency
- Coda
- Spreadsheets
- Disclosure
- Visio
- Software
- Morningstar
- Oracle
- Microsoft Word
- Securities And Exchange Commission
- Presentation Design
- Hospitality
- Collateral
- Liaison
- Filing
- Mergers and Acquisitions
- Databases
Alan Woods Summary
- Alan Woods, based in Florida, United States, is currently a Founder and Managing Principal at ApexVista Asset Management LLC. Alan Woods brings experience from previous roles at Crosstree, Management Consulting, Franklin Templeton Investments and BlackRock. Alan Woods holds a 1998 - 2002 MBA in Global Management @ University of Phoenix. With a robust skill set that includes Risk Management, Financial Services, Finance, Financial Reporting, Sarbanes-Oxley Act and more. Alan Woods has 2 mobile phone numbers on RocketReach.
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