Burton Grinyer
Ixonia,WI
Summary
Self-starting experienced RIA Operations specialist (15 years) offering high-level experiences for both internal and external clients. Proficient in all aspects of Operations in terms of reconciliation, billing, performance reporting, AUA reporting, Alternative reporting, and the ability to use multiple custodians to achieve what is in hte client's best interest. Enjoy bringing top notch service to internal and external clients. Well organized, attentive to detail and always looking to improve processes.
Overview
33
33
years of professional experience
Work History
Director of Operations
Operose Advisors
07.2018 - 11.2023
- Oversaw day-to-day production activities in accordance with business objectives.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Developed systems and procedures to improve operational quality and team efficiency.
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
Operation Specialist
Cleary Gull/Johnson Financial
11.2008 - 07.2018
- Responsible for all reconciliation on a daily baises.
- All quarterly performance reporting..
- Multiple Custodian reporting.
Fund Accountant
UMB Fund Services
06.2005 - 10.2007
- Resolved accounting variances and estimated monthly closing accruals.
- Participated in generating fund balance sheets.
- Evaluated trade impacts and issued reports on progress and variances.
- Maintained accurate transaction processing record.
Auditor/Operations
Emjay
11.1990 - 08.2004
- Followed established auditing processes to meet internal and regulatory requirements.
- Communicated with staff to obtain necessary information for audits.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Analyzed data and findings to prepare reports detailing financial information.
- Promoted to Supervisor in 1996 to oversee audit/trading for 401k book of business.
- In 1998 promoted to Manager to oversee Trust Accounting/Reconciliation, and Benefit Claims.
Education
BBA - Finance
University of Wisconsin - Milwaukee
Milwaukee, WI06.1988
Skills
- Performance Reporting Systems (Tamarac, Envestnet, Portfolio Center)
- ByAll Data Aggregation allows for multiple custodians
- Billing including creating/reconciliation/verification
- Quarterly Performance Reporting
- Team Development
- Financial Reporting/AUA Reporting
- Client Communciations
- Excel
- Workflow Planning
- Multitasking and Organization
Timeline
Director of Operations
Operose Advisors
07.2018 - 11.2023
Operation Specialist
Cleary Gull/Johnson Financial
11.2008 - 07.2018
Fund Accountant
UMB Fund Services
06.2005 - 10.2007
Auditor/Operations
Emjay
11.1990 - 08.2004
BBA - Finance
University of Wisconsin - Milwaukee
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