Mr. Walker is responsible for all facets of operational functions for trust, investment management and custodial accounts at Tiedemann Trust Company. Additionally, Jerry is involved with daily reconciliation, examination of tax reporting, process and procedural improvements, and monitoring internal controls.
Prior to joining Tiedemann Trust Company, Jerry was Supervisor of Asset Management Operations at Vanguard Group, where his duties included monitoring controls and procedures, coordination of clients, internal audits and performance reporting. Prior to Vanguard Group, Jerry held the position of Supervisor of Investment Accounting and Senior Investment Analyst at SEI Investments.
Jerry received a Bachelor of Science degree in Business Administration (Finance) from Temple University and recently completed an M.B.A. from the University of Phoenix. |