Meet Rob

Rob Mortensen

Rob Mortensen

Executive Vice President
Director of Client Services
UMB Fund Services
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As Director of Client Services, Rob oversees the overall customer experience for UMB Fund Services clients, from onboarding to daily servicing. He and the client service team members act as the primary client contact for service delivery from the various operating units, serve as the lead communicator with clients regarding strategic business opportunities, and lead the conversion or start-up process for new clients.

Previous Experience

Rob spent 13 years with Thomson Reuters, serving as its primary contact for some of its fastest-growing firms.

Prior to this, Rob worked for UMB Fund Services (then Sunstone Financial) for four years, first as a client relations manager for the transfer agency and then as manager of the group.

He previously worked at US Central Credit Union in various custody and project management positions. He began his career at State Street in Kansas City.

Professional Memberships

ICI Small Funds Committee

Education

Rob earned a bachelor’s degree in business administration from the University of Nebraska, Lincoln, Nebraska.