CEO & MANAGING MEMBER
Randy serves as an Interested Trustee on each of our shared series trusts, M3Sixty Funds Trust (“MFT”) & 360 Funds Trust (“360”) and managing member of the holding company (M3Sixty Holdings, LLC). In addition, he serves as President and Chairman of the Board of MFT and President of 360. Before joining M3Sixty, Randy spent the previous six years as the division vice president of Mutual Fund Operations for Boston Financial Data Services (“BFDS”). He directed the firm's institutional, middle market and real estate investment trust practices, leading numerous operational organizations and the firm's relationship management efforts. Randy also provided executive relationship management services to key firm clients. As a member the senior management team, he helped drive company-wide strategy, reorganization efforts, global policy and firm culture. Randy was instrumental in the firm's relationship management program launch and real estate investment trust service model successes. Prior to joining BFDS, Randy spent over a decade at PricewaterhouseCoopers in their Kansas City and Dublin, Ireland, offices, most recently as senior audit manager. Randy provided consultation, audit and technical support services to numerous multinational clients including leading the audit of the U.S. firm's largest investment management client with assets under management in excess of $1 trillion. In this role, Randy assisted and advised senior client management and their boards on a wide range of financial accounting and reporting matters and various public filings while coordinating all aspects of client service delivery. Randy graduated cum laude with a B.S. in Accounting from Missouri State University in Springfield, Missouri. He is a CPA, having held licenses in Kansas and Missouri and has served as a member of ICI’s Small Funds and the NICSA Midwest Regional Committees.
HEAD OF COMPLIANCE
HEAD OF OPERATIONS
CHIEF COMPLIANCE OFFICER, MATRIX 360 DISTRIBUTORS
Mr. Roberts brings over 20 years within the securities industry to his role overseeing all compliance activity to Matrix 360 Distributors, the exclusive underwriter & distributor for M3Sixty Administration clients. He served as an industry regulator in his capacity as a FINRA Senior Compliance Officer and later as the CCO for a dually registered broker/dealer. He attended the Bloch School of Management at the University of Kansas City, Missouri in Kansas City. His current registrations include the Series 7, 24 and 66.