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JILL SOTTILE KIRK

JILL SOTTILE KIRK

Manager of Client Services - Pershing Division

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  • Timeline

  • About me

    Senior Vice President at Citi Hedge Fund Services

  • Education

    • Fairleigh Dickinson University

      -
      Bachelor of Science (BS) Business Management

    • Fairleigh Dickinson University

      -
      MBA Finance Business Management

  • Experience

    • Donaldson, Lufkin & Jenrette

      Feb 1992 - May 1994
      Manager of Client Services - Pershing Division

      Assisted with the launch of one of the first on line trading services, including the recruiting, training and management of high performing teams servicing over 120,000 retail brokerage accounts.

    • AIG SunAmerica

      Jan 1994 - Jan 2007
      Vice President of Shareholder/Dealer Services

      Responsible for the daily operations of 40+ mutual funds including client servicing, transaction processing, quality control, trade adjustments and training.

    • Citi Hedge Fund Services

      Aug 2007 - now
      Senior Vice President, Investor Services

      Responsible for an operations team that delivers excellent service to Hedge Fund and Private Equity clients and their investors; Active participant in sales presentations to prospective and existing clients, resulting in new business.

  • Licenses & Certifications

    • NASD Licenses

      NASD