Charles A. Douille
President and CEO
Mr. Douille is the founder of Investment Operation Solutions. He began the company in 199 with over seventeen years of experience specializing in investment operations and client reporting. He has held positions at O’Shaughnessy Capital Management as Vice President and Director of Operations, Bank of America as a Vice President and Manager of Client Reporting, Kayne Anderson Investment Management as the Investment Operations Manager, and at Wilshire Associates as a Performance Measurement Analyst. With IOS, he has been a consultant to numerous investment firms utilizing his specialization in back office operations. He provides Advent consulting solutions, training and automation, as well as specializing in performance measurement and GIPS compliance issues.
Mr. Douille received his Master of Business Administration from Pepperdine University George L. Graziadio School of Business in 1994. Mr. Douille also graduated from Loyola Marymount University with a Bachelors degree in Business Administration in 1989.
Client Services Manager
Ms. Balke is the Client Services Manager for Investment Operation Solutions. She joined us in 1999 with over sixteen years of Industry experience having held several management-level positions during her career. Most recently, she was with The Capital Group of Companies for eleven years, where she managed the staff who worked on the development, implementation and training for several investment technology and restructuring projects.
Ms. Balke has a vast knowledge of the investment industry, including: Equity, Fixed Income, Emerging Market Securities, and Investment Technology development. Ms. Balke is currently responsible for contracts, project management and implementation projects.
Ms. Balke received her Masters of Business Administration from Pepperdine University George L. Graziadio School of Business in 1994 and graduated from Loyola Marymount University with a Bachelors degree in Business Administration in 1990.
Mr. Studwell is a Relationship Manager of Investment Operation Solutions. He joined us with a successful track record of managing multiple business functions successfully and has experience in building companies from the ground up, developing budgets, reducing expenditures, launching new products and services, maintaining cost controls and achieving fiscal accountability. Most recently, Mr. Studwell was an independent consultant at Financial Management Advisors and was Director of Operations at LVS Capital Management. Mr. Studwell is responsible for client service requests and daily processing.
Mr. Studwell received his Masters of Business Administration in International Management from Thunderbird, The Gavin School of International Management in 1993. He received his Bachelors of Arts in Political Science from the University of California, San Diego in 1989 on Provost’s Honor List.
Mr. Douille is a Relationship Manager of Investment Operation Solutions. He joined us in 2017. He has received his Bachelors in Business Administration from the University of Portland. In May 2023, he received his Masters in Business Administration from the University of Portland. Mr. Douille is responsible for client servicing requests, daily processing and quarterly reporting.
Ms. Douille joined us in 2015. Ms. Douille is responsible for client service requests and daily processing.
Ms. Douille received her Bachelors in Science in Biology from the University of California, Santa Barbara. She is currently attending Creighton University School of Medicine.
Mr. Douille joined us in 2022. He is responsible for client service requests, the daily transaction download functions and automation. Mr. Douille is currently attending Loyola Marymount University and is majoring in Engineering.
Ms. Bragado joined us in 2006 with over sixteen years of industry experience having held operations, training and project management positions during her career and most recently with Capital Group, Inc where she worked for 9 years. Prior to this, she worked as a Statistician at US Sales for six years.
Ms. Bragado’s wide variety of experiences include: expertise in Statistics, Equity, Fixed Income, IPO’s, Private Placements, Private Equity, Emerging markets, regulatory Compliance Reviews, creating training curriculums, and managing a global department restructure. Ms. Bragado is responsible for client service requests, daily processing and associate training.
Ms. Bragado graduated with a Finance degree from California State University, Northridge in 1994.
Mr. Abdulkadir is responsible for the technology functions for Investment Operation Solutions. He joined us with over twelve years of experience in the Investment Technology industry. Most recently he was the Network Administrator at Financial Management Advisors.
Mr. Abdulkadir received his degree from Pasadena College and Westwood Technology Collage in Information Technology.
Mr. Carney is responsible for the technology functions for Investment Operation Solutions. He joined us after having received his Bachelors in Science at the University of Indiana.