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Get the Fund Administration Member Benefit Claim Form

Get the Fund Administration Member Benefit Claim Form

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Instructions and help about member benefit claim form pdf

foreign hi my name is Mark Rinaldi and I started at pkf O'Connor Davies in 2005 and we've built a fund Administration and financial services practice that all of us can be very proud of previous to being here I was involved for almost 20 years in Investment Banking and money management and trading at various bulge bracket investment Banks and also at one of the big public accounting firms so I'm still a CPA after all these years even though my career has been very Divergent from that we have a unique approach that's very customized and it's an integrated approach where we bring the financial services practice into the fund administration business and we have a broad-based set of services that allows our clients to be able to use our services to meet their investor or their own profitability and other needs one of the main benefits to our clients is that we can provide an accounting and CPA approach to the fund administration business but also a f

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