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Mike Scalzi

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Mike Scalzi

President

Rockville, Maryland, United States

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Mike Scalzi

Summary

Mike Scalzi is an accomplished leader in the financial services sector, currently serving as the President at MUFG Investor Services, specializing in U.S. Mutual Funds. With a robust background in fund accounting and investment valuation, he has a proven track record of enhancing operational efficiencies and compliance within the mutual fund industry. Mike has held various senior roles, including Managing Director and Executive Director, where he led teams in the daily creation of financial reports and managed compliance programs for numerous mutual funds. His expertise spans a wide range of financial instruments, including equities, fixed income, and derivatives. Beyond his technical skills, he has demonstrated exceptional leadership and strategic planning capabilities, fostering strong relationships with stakeholders and driving significant cost reductions. Mike holds a B.S. in Finance from Clemson University and is known for his commitment to professional development and team empowerment. He is also actively engaged in initiatives that promote innovation within the financial services landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Mike Scalzi

Work Experience

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President at

MUFG FUND SERVICES (IRELAND) LIMITED

January 2022 - Present

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Interim President at

MUFG FUND SERVICES (IRELAND) LIMITED

March 2021 - January 2022

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Managing Director, Head of Mutual Fund Service Company at

MUFG FUND SERVICES (IRELAND) LIMITED

October 2019 - March 2021

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Executive Director, Head of Mutual Fund Product Management at

MUFG FUND SERVICES (IRELAND) LIMITED

December 2017 - October 2019

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Executive Director, Head of Investment Accounting at

MUFG FUND SERVICES (IRELAND) LIMITED

October 2016 - December 2017

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Director, Head of Investment Valuation at

Guggenheim Investments

June 2008 - October 2016

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'40 Act Compliance Manager at

Security Global Investors

January 2005 - May 2008

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Director of Fund Accounting at

Security Global Investors

April 2002 - January 2005

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Fund Accounting Supervisor at

Security Global Investors

June 2000 - March 2002

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Fund Accounting Supervisor at

JPMorganChase

January 1997 - January 2000

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Custody Accountant at

Investors Bank And Trust

June 1996 - October 1997

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Mike Scalzi

Education

Clemson University, Bachelors Of Science

January 1991 - January 1995

Eleanor Roosevelt H.S.

January 1987 - January 1991

Frequently Asked Questions about Mike Scalzi

What is Mike Scalzi email address?

Mike Scalzi's primary email address is *******@mfsadmin.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Mike Scalzi graduated from?

Mike Scalzi holds a degree in Finance from Clemson University.

How can I directly contact Mike Scalzi?

To contact Mike Scalzi directly, you can use the email address *******@mfsadmin.com. Complete contact information is available upon registration with Muraena.

Who is Mike Scalzi?

Mike Scalzi is an accomplished leader in the financial services sector, currently serving as the President at MUFG Investor Services, specializing in U.S. Mutual Funds. With a robust background in fund accounting and investment valuation, he has a proven track record of enhancing operational efficiencies and compliance within the mutual fund industry. Mike has held various senior roles, including Managing Director and Executive Director, where he led teams in the daily creation of financial reports and managed compliance programs for numerous mutual funds. His expertise spans a wide range of financial instruments, including equities, fixed income, and derivatives. Beyond his technical skills, he has demonstrated exceptional leadership and strategic planning capabilities, fostering strong relationships with stakeholders and driving significant cost reductions. Mike holds a B.S. in Finance from Clemson University and is known for his commitment to professional development and team empowerment. He is also actively engaged in initiatives that promote innovation within the financial services landscape.

Mike`s contact details

mail

*******@mfsadmin.com

*******@mufg-investorservices.com

***********@guggenheiminvestments.com

*******@mufg-is.com

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