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Jackson
Certified Public Accountant (“CPA”)
• Certified Fiduciary and Investment Risk Specialist (“CFIRS”)
• Certified Trust and Financial Advisor (“CTFA”)
• Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School
• DTCC Learning Certifications...
icims.com -
Allocator One Group-San Francisco
reporting (K-1s).
• Strong audit and financial controls background; comfort with SOX-adjacent rigor even without formal requirements.
• Exposure to fund administration platforms (SS&C, Apex, Citco, Northern Trust) and their workflows.
Mindset & Approach...
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