Senior Vice President, Fund Administration
Telephone: (630) 657-6450
Fax: (630) 718-8701
Email: click here
Paula joined the firm in 2002 and is responsible for overseeing numerous aspects of fund administration including transaction processing, account reconciliation, dividend processing, call center operations, fund accounting and coordinating the proxy and annual report preparation. Prior to joining the firm, she served Zurich Scudder Investments, Inc. as a Portfolio Manager for registered tax-exempt money market funds. Previously, she was responsible for various fund accounting roles, including pricing for registered money market and mutual funds for Scudder Kemper Investments. She received her Bachelor of Science in Finance and Accounting from Miami University. She holds Series 7, 63, 65 and 99 FINRA licenses.