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Jake Sundling Location
Denver, CO, US
Jake Sundling Work
Director @ (May 2022 - Present)
Fund Accounting Manager @ (April 2020 - May 2022)
Assistant Vice President @ (March 2018 - April 2020)
Alternative Investments Portfolio Accounting Manager @ (October 2014 - March 2018)
Portfolio Accounting Supervisor @ (January 2013 - October 2014)
Senior Portfolio Accountant @ (January 2011 - January 2013)
Customer Solutions Specialist | Home Theatre Specialist @ (January 2009 - January 2011)
Erosion Control Manager @ Apartment Builders, LP (January 2006 - January 2009)
Customer Solutions Specialist | Home Theatre Specialist @ (January 2005 - January 2007)
Jake Sundling Education
University of Colorado Boulder
Minor (Economics)
2007-2011
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS) (Business Administration with an emphasis in Finance)
2007-2011
Jake Sundling Skills
Fund Accounting
Mutual Funds
Financial Reporting
Hedge Funds
Financial Analysis
Accounting
Securities
Financial Statements
Fund Administration
Alternative Investments
Financial Accounting
General Ledger
Equities
Financial Modeling
Account Reconciliation
Investments
Financial Services
Finance
Fixed Income
Bloomberg
Public Speaking
Portfolio Management
Strategy
Marketing
Geneva
Investone
Mfact
Economics
Valuation
Generally Accepted Accounting Principles
u.s. Generally Accepted Accounting Principles
u.s. Gaap Reporting
External Audit
Swaps
Staff Development
Hedge Accounting
Securities Regulation
Financials
Options
SEC Financial Reporting
Advent
Data Reconciliation
Bank Reconciliation
Team Leadership
NAV
Accruals
Jake Sundling Summary
Jake Sundling, based in Denver, CO, US, is currently a Director at PINE Advisor Solutions. Jake Sundling brings experience from previous roles at MG Stover & Co. and ALPS, A DST Company. Jake Sundling holds a 2007 - 2011 Minor in Economics @ University of Colorado Boulder. With a robust skill set that includes Fund Accounting, Mutual Funds, Financial Reporting, Hedge Funds, Financial Analysis and more. Jake Sundling has 1 emails and 1 mobile phone numbers on RocketReach.
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