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Beth Mueller, CFA

Beth Mueller, CFA

Application Specialist

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  • Timeline

  • About me

    Co-Managing Director at Socium Fund Services, a Suntera Global company

  • Education

    • Rider University

      -
      Bachelor of Science (B.S.) Finance

  • Experience

    • Bloomberg LP

      Mar 1991 - May 1998
      Application Specialist

    • Dresdner RCM Global Investors

      May 1998 - May 2000
      Senior Portfolio Associate

    • Seneca Capital Management

      May 2000 - Jan 2005
      Portfolio Management Assistant

    • Hilltown Capital Management

      Jan 2005 - Sept 2006
      Controller

    • US Bancorp Fund Services (formerly AIS Fund Administration)

      Sept 2006 - Jul 2016
      Senior Managing Director

      Lead co-located Investor Services teams, overseeing over $100B in Alternative Investment assets under administration. Responsible for investor on-boarding, AML / KYC, book allocations and fee calculations, statement preparation/distribution and FATCA/UK CDOT/CRS compliance.

    • Socium Fund Services, a Suntera Global company

      Sept 2016 - now
      Co-Managing Director, Americas

  • Licenses & Certifications