Michelle Hall
Lead Account Services Specialist at Ultimus Fund Solutions
📍 Cincinnati Metropolitan Area, United States
Michelle Hall is a Senior Oversight Specialist at Ultimus Fund Solutions, specializing in financial services operations. Her career reflects a consistent focus on account services, AML oversight, and compliance within the banking and investment management sectors. She possesses strong analytical skills and holds an Associates Degree from Southern Ohio College.
Read the full overview →Experience
14 Years
Current Role
Lead Account Services Specialist
Job Level
Mid-senior
Location
Cincinnati Metropolitan Area, United States
Personality Overview
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Priorities
Topics Michelle cares about
AML Compliance
Her roles at Ultimus Fund Solutions and LCNB National Bank explicitly involved BSA/AML oversight, indicating a core expertise in anti-money laundering regulations and procedures.
Financial Services Operations
Her career progression from an Account Services Specialist to a Senior Oversight Specialist demonstrates deep experience in the operational side of fund and account management.
Career
Work history
6-2024
Lead Account Services Specialist
Ultimus Fund Solutions
7-2020 - 6-2024
Senior Account Services Specialist
Ultimus Fund Solutions
7-2020 - 7-2023
Account Services Specialist
Ultimus Fund Solutions
4-2017 - 7-2020
Administrative Assistant Deposit Compliance
LCNB National Bank
10-2013 - 2-2017
IAR Support Specialist
Horter Investment Management, LLC
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
1989 - 1991
Associate's Degree
Southern Ohio College
Social presence
Other Ultimus Fund Solutions Employees
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