Everything changes. For many people, that thought might be anxiety-inducing, but not for Tammy Lee. In fact, it’s one of the things she loves most about her role at FilePoint. In addition to appreciating how her job varies from day to day—Tammy enjoys knowing she has the ability to be a part of navigating changes and shaping their outcome. Since joining FilePoint in 2015 after graduating from UNC-Chapel Hill with a degree in mathematical decision sciences, Tammy has overseen XBRL and NPORT development and adoption. She currently focuses on preparing coworkers and clients for upcoming SEC changes and regulations from a technology perspective. When she’s not coming up with ideas for expanding service offerings, Tammy is spending time with her young daughter and soaking up all she can about other cultures.
Compliance Dates for New (Final) Rules Q1 January 2, 2025: Short Position and Short Activity […]
Read MoreThe staff of the Securities and Exchange Commission (SEC) published a report of Registered Fund Statistics on April 24, 2024. The report, which will be issued on a quarterly basis going forward, is the first aggregated report that reflects both the public and non-public information filed on Form N-PORT.
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