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James E. Smith, CPA

James E. Smith, CPA

Senior Mutual Fund Accountant

Followers of James E. Smith, CPA151 followers
location of James E. Smith, CPARichboro, Pennsylvania, United States

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  • Timeline

  • About me

    Manager

  • Education

    • St. Francis University

      1993 - 1997
      Bachelor of Science (BS) Accounting

  • Experience

    • State Street

      Jun 1997 - Aug 2003
      Senior Mutual Fund Accountant

    • PFPC

      Sept 2003 - May 2004
      Mutual Fund Administrative Specialist II

    • Caxton Associates

      Jan 2004 - Jan 2011
      Senior Operations Specialist

    • BNY Mellon

      Jul 2013 - Jun 2014
      FAA NAV Ops Supervisor

    • Citco Fund Services

      Jul 2014 - Aug 2021
      Team Lead - Financial & Regulatory Reporting

    • Zook Dinon PA

      Aug 2021 - now
      Manager

  • Licenses & Certifications

    • Certified Public Accountant

      Commonwealth of Pennsylvania
      Feb 2014