Doug Hoerr, Director

• New account origination/acceptance
• Investment options
• Terms & conditions questions
• Requests for Regent exemptions

(608) 262-9779

dhoerr@uwsa.edu

Tom Reinders, Investment Portfolio Analyst

• Investment Analysis
• Risk Management Analytics
• Portfolio Compliance
• Proxy Voting

(608) 265-4174

treinders@uwsa.edu

Debi Morgan, Accountant

• Quarterly distributions
• Reconciliation of systems
• Earnings projections
• Interpretation of terms and conditions
• Annual report for Trust Funds

(608) 265-9664

dmorgan@uwsa.edu

Jonelle Rufsvold, Accountant

• Account balances/spendable vs. non-spendable
• Account receipts/disbursements
• Gifts
• Fund 133 transfers
• Budget transfers (parent to/from sub-account)

(608) 262-7480

jrufsvold@uwsa.edu

Helen VanOosbree, Program Associate

• Trust Fund notice of action information
• Setting up new accounts
• Board of Regent TF Report distribution
• Web site updates

(608) 265-3483

hvanoosbree@.uwsa.edu