As Vice President of Operations Ted leads an experienced team of industry professionals providing all aspects of fund accounting, fund administration and Transfer Agency support to our mutual fund advisors and their customers.
Prior to joining M3Sixty Administration, Ted spent 13 years at BFDS as an Operations Manager and a Client Relationship Liaison. During this time he worked closely with advisors at PIMCO, Dodge & Cox, RS Investments and Wells REITs.
Ted is a qualified leader with 20 years industry experience. He currently holds FINRA Series 6, Series 26 and Series 63 licenses. He is retired from the US Army Reserves and is a member of the National Eagle Scout Association.