Staff
Sara Beier
Stacey Conroy
Diana Falk
Joe Harris
Caroline Jankowski
Paul Kramer



 


Profiles



Paul Kramer
Consultant

Paul is responsible for assisting clients with compliance and strategic business matters. Paul’s background and experience is in client relations and transfer agency operations related to mutual funds and investment advisers. Prior to joining Vista360, Paul worked for UMB Fund Services, where his primary responsibilities included managing several client relationships acting as a liaison between the client and internal parties and proactively facilitating the resolution of issues. He routinely assisted with revenue/fee projections, new service contracts, fund start-ups and conversions, and reviewing fund materials such as forms, prospectuses and web sites.

Paul earned a bachelor’s degree in sociology from the University of Wisconsin. He was honorably discharged from the U.S. Air Force and is a Desert Storm Veteran.

 

 

 

 

 

 

 

 

   
 
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