Cullen Small
Vice President at U.S. Bancorp Global Fund Services | Milwaukee, Wisconsin, United States
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Cullen Small is a seasoned professional in the financial services industry, currently serving as Vice President at U.S. Bancorp Global Fund Services. With over a decade of experience specializing in mutual funds, exchange-traded funds (ETFs), and closed-end funds, Cullen has developed a robust expertise in financial statement reporting and compliance, particularly with the Securities and Exchange Commission (SEC). As a Certified Public Accountant in Wisconsin since January 2015, he brings a strong foundation in accounting principles and regulatory frameworks to his role.
In his current position, Cullen is instrumental in developing and mentoring a high-performing team, fostering a culture of collaboration and excellence. He is responsible for building and maintaining strategic client relationships across more than twenty mutual fund, ETF, and private fund complexes. His areas of responsibility encompass a wide range of critical functions, including general fund administration, SEC and IRS compliance monitoring, and financial reporting. Cullen excels in preparing comprehensive board meeting presentations and facilitating discussions that drive informed decision-making.
Cullen's expertise extends to fund launches and regulatory filings, where his meticulous attention to detail ensures that all requirements are met efficiently and accurately. His proficiency in financial analysis, internal controls, and managerial finance allows him to navigate complex financial landscapes with ease. Additionally, Cullen leverages advanced tools such as Bloomberg and Microsoft Excel to enhance operational efficiency and deliver insightful analyses. Through his commitment to excellence and continuous improvement, Cullen Small plays a pivotal role in the success of U.S. Bancorp Global Fund Services, positioning the firm as a leader in the financial services sector.
Vice President at U.S. Bancorp Global Fund Services in April 2019 to Present
Treasurer at Series Portfolios Trust in January 2019 to November 2023
Assistant Vice President at U.S. Bancorp Fund Services, LLC in June 2015 to April 2019
Mutual fund compliance officer at U.S. Bancorp Fund Services LLC in January 2010 to June 2015
Internal Controls and SOX Compliance Intern at TDS Telecommunications Corp. in June 2009 to August 2009
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GASB
Customer Profitability
Managerial Finance
Journal Entries (Accounting)
Team Motivation
Financial Analysis
Financial Reporting
Internal Controls
Accounting
Finance
Mutual Funds
Bloomberg
Regulatory Compliance
SEC Financial Reporting
Microsoft Excel
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What is Cullen Small email address?
Email Cullen Small at [email protected] and [email protected]. This email is the most updated Cullen Small email found in 2026.
What is Cullen Small phone number?
Cullen Small phone number is +14143353851 and +12628841330.
How to contact Cullen Small?
To contact Cullen Small send an email to [email protected] or [email protected]. If you want to call Cullen Small try calling on +14143353851 and +12628841330. (updated on November 04, 2024)
What is Cullen Small net worth?
Cullen Small has an estimated net worth of $75,000 to $99,999
What company does Cullen Small work for?
Cullen Small works for U.S. Bancorp Global Fund Services
What is Cullen Small's role at U.S. Bancorp Global Fund Services?
Cullen Small is Vice President
What industry does Cullen Small work in?
Cullen Small works in the Financial Services industry.
Cullen Small Email Addresses
Cullen Small Phone Numbers
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