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Greg Korte Location
Chicago, IL, US
Greg Korte Work
Partner, Trust and Custody and Securities Lending Consulting @ (May 2017 - Present)
Partner, Practice Leader, North American Trust and Custody and Securities Lending Consulting at Aon @ Aon Hewitt Investment Consulting (May 2017 - Present)
Principal, Head of North American Trust and Custody and Securities Lending Consulting @ (May 2014 - Present)
Founding Principal @ Korte & Associates Consulting, LLC (April 2008 - May 2014)
Sr. Operations Consultant, Practice Leader @ (January 2006 - January 2008)
Senior Manager, Technology Products and Services Group @ (January 2001 - January 2006)
Controller @ Huntington Asset Services (January 1993 - January 1998)
Senior Accountant and Fund Controller @ (January 1986 - January 1993)
Greg Korte Education
Franklin University
Bachelor of Science (Finance and Management)
1984-1986
Greg Korte Skills
Asset Management operations
Banking
Bloomberg
Budgeting
Client Relationship Management
Contract Negotiations
Customized RFP/RFI development
Derivatives
Due Diligence
Equities
Financial Operations Consulting
Financial Reporting
Financial Services
Fixed Income
Fund Administration
Fund Of Funds
Global Custody management
Global Securities Lending Management
Hedge Funds
Internal Controls
International Vendor Management
Investment Management
Investment Performance Reporting
Leadership
Lean Sigma
Mutual Fund Accounting
Mutual Fund Administration
Mutual Funds
New Business Development
Pensions
Portfolio Management
Private Equity
Process Improvement
Project Management
Regulatory Audits
Risk Management
SEC, IRS, DOL compliance testing and reporting
Securities Lending
Technology Implementation Management
Trust and Separate Account Operations
Vendor Management
Vendor technology assessments
Handling Money
Trust
Project
Defined Benefit
Chrysler
Columbus
Reports
Asset
Vendor Contracts
Trust and Separate
IRS
Proposal Writing
Technology
Image Capture
Collateral
From Scratch
Controller
Google Groups
Coordinated
Proxy Voting
Securities
Bookkeeping
Operations
Asset Management
Defined Contribution
Project Management Training
Internal Audit
Global Custody
Vendor Relationship Management
Key Performance Indicators
Third Party
Contract Negotiation
Vendor Technology
Executive Management
Committees
International
Microsoft Office
Back Office
Voting
Marketing
Seattle
Client Relationship
Management
Corporations
Customizing
At&t
Reporting
Contractual Agreements
Structured Finance
Accounting
Trade Unions
Collateral Management
Cut
Staff Management
Portfolio
Covering
Cash Flow
Operations Management
RFP
Citibank
Regulatory Requirements
Risk
Agents
Custodians
Streamlining
Trading
Finance
Public Speaking
Savings
Money Management
Expert Witness
Policy
Guidelines
Year End
Separate Accounts
Streamline
Delivery
Fund Accounting
Innovator
SEC
Transaction Processing
Six Sigma
Databases
Loans
Investments
Compliance
Legal
Metrics
Petroleum
Administration
Dol
Oversight
Dol Compliance Testing and Reporting
Technology Products
Spread
Product Reviews
Investment Performance
Vendors
Sage Act
Country
Asset Allocation
Overhaul
Cost
Allocations
Teaching
Account Reconciliation
Series 7
Foundation
Auditing
Massive
Consulting
Board of Directors
Client Services
Testing
Project Plans
Pacific
Boeing
Global Securities
Valuation
Programmers
International Vendor
International Investment
System
Transfer Agency
Fiduciary
Business Services
Fortune 100
Settlement
Shell
Responsibility
Pricing
Mutual Fund
Customized Rfp/Rfi
Elimination
Financial Operations
Nuclear
Documentation
Lean Manufacturing
Greg Korte Summary
Greg Korte, based in Chicago, IL, US, is currently a Partner, Trust and Custody and Securities Lending Consulting at Aon. Greg Korte brings experience from previous roles at Aon Hewitt Investment Consulting, Mercer, Korte & Associates Consulting, LLC and Russell Investments. Greg Korte holds a 1984 - 1986 Bachelor of Science in Finance and Management @ Franklin University. With a robust skill set that includes Asset Management operations, Banking, Bloomberg, Budgeting, Client Relationship Management and more. Greg Korte has 3 emails and 1 mobile phone numbers on RocketReach.
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