Bill Zdinak
About Bill Zdinak
Bill Zdinak serves as the Vendor Oversight and Fund Operations Senior Specialist at Transamerica, where he has worked since 2014. He has over 21 years of experience in the mutual fund industry and has held various roles in financial operations and technical support across multiple organizations.
Work at Transamerica
Bill Zdinak has been employed at Transamerica since 2014, serving as a Vendor Oversight and Fund Operations Senior Specialist. His role involves coordinating the release of ICI information with various stakeholders, including Transfer Agents, Custodians, and Print Vendors. He is responsible for verifying and approving funding for Advisor advanced and 12b-1 Trial Commissions on Direct and Omnibus Accounts on a weekly and monthly basis. His position is based at the Transamerica office located at 1801 California Street, Suite 5200, Denver, CO 80202.
Previous Experience
Before joining Transamerica, Bill Zdinak held several positions in the financial services sector. He worked at TIAA-CREF as a Triage Team Manager and Technical Analyst from 2010 to 2013. He also served as a Consultant through TTI of NY for a brief period in 2009. His earlier roles include working as a Business Analyst and Enhancement Coordinator at American Century Investments from 2001 to 2005, and as a Customer Service Representative and Operations Lead at Old Mutual Capital from 2005 to 2008.
Education and Expertise
Bill Zdinak studied at the Colorado School of Mines, where he earned a Master of Science degree in Geochemistry from 1985 to 1988. He also attended New England College, obtaining a degree in Geology from 1983 to 1985. He possesses over 21 years of experience in the Mutual Fund industry and has expertise in various financial record-keeping applications, including DST/AWD, TA 2000, and Sungrad EXP AG. His technical skills also extend to image processing applications such as EMC Captiva and Documentum Taskspace.
Technical Skills and Responsibilities
In his professional roles, Bill Zdinak has demonstrated proficiency in managing imaging production support teams, utilizing Service Now ITIL/ITSM processes. He collaborates with Project Management and IT teams to research, test, and implement system enhancements and upgrades. His responsibilities include supporting invoice payments through PeopleSoft, showcasing his technical acumen in financial operations.