Julie Schmuelling
Corporate Officer/Principal at Ultimus Fund Solutions LLC
Profile
Ms. Julie Schmuelling is Vice President-Mutual Fund Controller at Ultimus Fund Solutions LLC.
She joined Ultimus in December of 2002.
Prior to joining Ultimus, she was employed as a Financial Reporting Supervisor by Integrated Fund Services and was responsible for overseeing the completion of mutual fund financial statements for over 40 mutual funds.
Prior to working at Integrated, she was employed as an Audit Senior by the public accounting firm of Arthur Andersen, LLP in the Cincinnati office, and was heavily involved with investment company audits and internal control testing for the issuance of SAS 70 reports.
Ms. Schmuelling is a graduate of the University of Cincinnati and is a Certified Public Accountant (Inactive).
Julie Schmuelling active positions
Companies | Position | Start |
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Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Corporate Officer/Principal | 2011-05-04 |
Former positions of Julie Schmuelling
Companies | Position | End |
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Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Julie Schmuelling
University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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