Matthew Leach • Co-Chairperson
Wells Fargo Bank • 550 S. 4th Street • Minneapolis, MN 55415
p: (612) 667-8113
email: matthew.g.leach@wellsfargo.com
Linkedin: https://www.linkedin.com/in/matthew-leach-4725a91a/
Matt Leach, VP, Trust & Custody Services. Oversight responsibilities include Domestic and Global Corporate Actions, Income Collections, Class Actions, Proxy, ADR, and Error Corrections.
Year Started at Wells Fargo: 2006
Year Started in the Industry: 2006
Credentials and Affiliations: University of Minnesota, Minneapolis, MN, BS Mathematics. Member, Federal Reserve Wholesale Securities Advisory Group. Member, International Securities Association for Institutional Trade Communication. Member, Financial Services Technology Network. Certificate holder, CFA Institution Investment Foundations.
Pete Bergman • Co-Chairperson
UMB n.a. • 928 Grand Boulevard • Kansas City, MO 64106
p: (816) 860-3038
email: peter.bergman@UMB.com
Linkedin: https://www.linkedin.com/in/pete-bergman-a672a614/
Pete Bergman, SVP, Custody Solutions Manager. Prior oversight responsibilities included Domestic and Global Settlements, Mutual Fund and Money Market Processing, and Alternative Asset reporting.
Year Started at UMB Company: 2012
Year Started in the Industry: 1985
Credentials and Affiliations: Bucknell University, Lewisburg PA, BS Business Administration. Member, ICI Securities Operations Advisory Committee.
Rick Beaver • Treasurer
UMB Bank n.a. • 928 Grand Blvd • Kansas City, MO 64106
p: (816) 860-8710
email: rick.beaver@umb.com
Linkedin: https://www.linkedin.com/in/rick-beaver-67271279/
Rick Beaver, VP, Manager Capital Markets Operations. Fixed Income Trading and Settlements, Custody, Bond Accounting, Funding Trades, Fed Funds, and Repurchase Agreements.
Year Started at UMB: 1993
Year Started in Industry: 1993
Credentials and Affiliations: Park University, Parkville MO, BS Management / Finance
Ruth Jadeja • Membership
Texas Treasury Safekeeping Trust Co • 208 East 10th Street 4th Fl • Austin, TX 78701
p: (512) 463-6017
email: ruth.jadeja@ttstc.texas.gov
Linkedin: https://www.linkedin.com/in/ruth-jadeja-bsc-ctp-24643477/
Ruth Jadeja, Manager, Trust& Settlement Services. Various types of securities and funds transfer settlement operations (FRB and DTCC), cash management, corporate actions and physical securities handling, client portal operations, liaison and reporting, and assisting in bond closings on behalf of Trust Company clients.
Year Started at Texas Treasury Safekeeping Trust Co: 2008
Year Started in the Industry: 2004
Credentials and Affiliations: CTP, BSc (The Open University, UK)
Member Association for Financial Professionals (AFP), Austin Association for Financial Professionals (AAFP), Executive Women in Texas Government (EWTG).
Jack Parker • Industry Liaison
JP Morgan Chase Bank, N.A. • 11th Fl, 383 Madison Ave • New York, NY 10179
p: (212) 622-9604
email: jack.parker@jpmorgan.com
Linkedin: https://www.linkedin.com/in/jack-parker-76928736/
Jack Parker, Executive Directors, Global Custody Industry Development, Securities Services.
Year Started at JP Morgan: 2018
Year Started in the Industry: 2010
Credentials and Affiliations: University of Leeds, BSc Economics
Yasha Shetty • Communications
BNP Paribas • 735 Chesterbrook Boulevard • Wayne, PA 19087
p: (484) 609-9774
email: yasha.shetty@us.bnpparibas.com
Linkedin: https://www.linkedin.com/in/yasha-shetty/
Yasha Shetty, Vice President, Global and local settlements, FX and Cash
Year Started at BNP Paribas: 2017
Year Started in the Industry: 2007
Credentials and Affiliations: Bangalore University, India, MBA – Finance, Lean Six Sigma – Green Belt