General
Trust Fund Fax Number: 608-262-5193
Address: Suite 305, 780 Regent Street, Madison, WI 53715
| Doug Hoerr,
Director
- New account origination/acceptance
- Investment options
- Terms & conditions questions
- Requests for Regent exemptions
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(608) 262-9779
 dhoerr@uwsa.edu
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| Tom Reinders,
Senior Portfolio Analyst
- Investment Analytics
- Risk Management Analytics
- Portfolio Compliance
- Proxy Voting
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(608) 265-4174
treinders@uwsa.edu
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Lori Keil, Senior Accountant
- Quarterly distributions
- Reconciliation of systems
- Earnings projections
- Interpretation of terms and conditions
- Annual report for Trust Funds
- Account balances/spendable vs. non-spendable
- Account receipts/disbursements
- Gifts
- Fund 133 transfers
- Budget transfers (parent to/from sub-account)
- Training questions
|
(608) 265-9664
lkeil@uwsa.edu
|
| Jamie Erbs, Financial Specialist
- Account balances/spendable vs. non-spendable
- Account receipts/disbursements
- Gifts
- Fund 133 transfers
- Budget transfers (parent to/from sub-account)
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(608) 262-7480
jerbs@uwsa.edu
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Carol Yanna, University Services Program Associate
- Donor files and paperwork
- Budget transfers
- Sub-accounts
- General Trust Funds questions
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(608) 265-0857
cyanna@uwsa.edu
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