Ruth Jadeja • Chairperson
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).
Rick Beaver • Vice Chairperson
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
Yasha Shetty • Membership & Communications
BNP Paribas • 735 Chesterbrook Boulevard • Wayne, PA 19087
p: (484) 745-4292
email: yasha.shetty@us.bnpparibas.com
Linkedin: https://www.linkedin.com/in/yasha-shetty/
Yasha Shetty, Vice President, Global and local custody 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
Pete Bergman • Industry Liaison
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.
Willy Bloom • Treasurer
U.S. Bank N.A. • 1555 Rivercenter Drive, Suite 302 • Milwaukee, WI 53212
p: (414) 905-5387
email: willy.bloom@usbank.com
Linkedin: https://www.linkedin.com/in/willy-bloom-53930563/
Willy Bloom, Vice President, Custody Operations Settlements Manager – DTCC, Fed, ETF, Derivative, Non-Depository, Global Settlements.
Year Started at U.S. Bank N.A.: 1999
Year Started in the Industry: 1999
Credentials and Affiliations: University of Wisconsin-Milwaukee, BBA Finance/Marketing, Marquette University, MBA
Scott Colton • Exhibitor Relations
Deseret Trust Company • 60 East South Temple, Suite 800 • Salt Lake City, UT 84111
p: (801) 433-1522
email: coltonsb@deserettrust.com
Linkedin: https://www.linkedin.com/in/scott-colton-705ba0194/
Scott Colton, Treasurer
Year Started at Deseret Trust Companys: 2015
Year Started in the Industry: 2006
Credentials and Affiliations: CTP (Certified Treasury Professional), CMA (Certified Management Accountant), CTOP (Certified Trust Operations Professional), Member of AFP (Association of Financial Professionals), Member of IMA (Institute of Management Accountants).