Peggy Anderson will now lead the administrative support team and the processing team. The administrative support team encompasses the new account process including account documentation, receipt of assets and audits of files. The processing team encompasses securities and cash processing and reconcilement. Peggy has over 25 years of experience in the financial industry and has a bachelor’s degree in business administration from Indiana State University.
Valetta Sellers-Evans has been named senior operations technician and is responsible for several aspects of the operations area including trade processing & settlement, asset database management and reconciliation of daily operations activities. She is instrumental in the implementation of continuous process improvement and training of team members to achieve excellence in Operations. Valetta has an extensive background in finance with manufacturing, healthcare and nonprofit organizations, including two years of public accounting experience and is a graduate of DePaul University’s College of Commerce with a bachelor’s degree in accounting.
Michael Henke has been named operations technician and is responsible for all aspects of operations focusing on the timely and accurate execution of daily mutual fund trade settlement, class actions, corporate actions and asset set up. He strives to provide solution-based and timely service to meet the growing needs of clients. He plays an integral role in developing efficient processes and procedures through various team projects in support of continuous improvement. A graduate of Western Michigan University, Michael earned his degree in finance and has a background in automotive manufacturing and banking operations.