Your goals. Our expertise. One team.
Our team
Jacob Bockelman
Jacob has over five years of experience in investment accounting and management, working with leading global asset managers and banks. He supports system and client implementations, investment accounting and reconciliation as well as full general ledger builds and integrations, portfolio analytics, and performance measurement. Jacob specializes in investment accounting, performance, compliance, and risk management. He is also experienced with Salesforce (reports and dashboards), Power BI, and advanced Excel (tables and macros)
Nikki Smith
Nikki brings over 15 years in finance with a focus on banking and credit lending. She specializes in data analytics, operational process improvement, and compliance optimization, and is highly skilled in accounting and reconciliation. Nikki has led high-performing teams through multiple system implementations, has worked with leading global asset managers and banks, and is proficient with top accounting software systems.